What are some popular services for financial advising?

A financial advisor in Harrisonburg, VA can provide a wide range of financial advising services to individuals and businesses alike. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. One specific aspect of financial advising in Harrisonburg, VA that sets it apart from other areas is the unique economic landscape of the region. With a thriving agricultural industry, a growing technology sector, and a strong tourism industry, financial advisors in Harrisonburg must be well-versed in a variety of industries and able to provide tailored advice to clients based on their specific needs and goals. Additionally, with the presence of James Madison University and Eastern Mennonite University, financial advisors in Harrisonburg may also work with a significant number of young professionals and families, providing guidance on student loan debt, savings strategies, and other financial planning needs.

What are people saying about financial advising services in Harrisonburg, VA?

Harrisonburg, VA is the perfect place to get financial advising due to its diverse and vibrant community. With a population of over 50,000, this city is home to a plethora of financial experts who specialize in everything from wealth management to tax planning. What sets Harrisonburg apart from other cities is its commitment to education and innovation. The city is home to James Madison University, a renowned institution that produces some of the brightest minds in the financial industry. Additionally, Harrisonburg boasts a thriving business community that is constantly evolving and adapting to new trends and technologies. This means that residents have access to cutting-edge financial advice that is tailored to their unique needs and goals. Whether you're a young professional just starting out or a seasoned investor looking to diversify your portfolio, Harrisonburg has the expertise and resources to help you achieve your financial dreams.

What does a financial planner do?

A financial planner in Harrisonburg, VA is responsible for helping individuals and businesses manage their finances effectively. This includes creating customized financial plans, analyzing investment options, and providing advice on budgeting and saving strategies. In Harrisonburg, VA, a financial planner must take into account the unique economic landscape of the region, which is characterized by a diverse mix of industries ranging from agriculture to technology. Additionally, the city's proximity to the Shenandoah Valley and the Blue Ridge Mountains provides ample opportunities for outdoor recreation, which must also be factored into financial planning decisions. With a deep understanding of the local economy and a commitment to providing personalized financial advice, a financial planner in Harrisonburg, VA can help clients achieve their financial goals and secure their financial future.

When should you get a financial planner?

Harrisonburg, VA residents should consider reaching out to a financial advisor when faced with complex financial decisions. With a population of over 50,000 people, Harrisonburg is a bustling city that is home to a diverse range of individuals and families. From managing student loan debt to planning for retirement, there are a variety of financial challenges that residents may encounter. Additionally, Harrisonburg is situated in the Shenandoah Valley, an area known for its natural beauty and outdoor recreation opportunities. As such, residents may need guidance on how to balance their financial goals with their desire to enjoy the many recreational activities available in the area. A skilled financial advisor can help Harrisonburg residents navigate these challenges and develop a personalized financial plan that takes into account their unique circumstances and goals.

How do I choose the right financial advisor?

A financial advisor in Harrisonburg, VA must possess a unique set of qualities to cater to the diverse financial needs of the city's residents. Firstly, they must have a deep understanding of the local economy, including the impact of James Madison University, the region's largest employer. Additionally, they must be able to communicate complex financial concepts in a clear and concise manner to clients with varying levels of financial literacy. The advisor must also be able to tailor their advice to the unique circumstances of each client, taking into account factors such as age, income, and risk tolerance. Finally, they must be able to stay up-to-date with the ever-changing financial landscape and adapt their strategies accordingly, whether it be navigating the impacts of COVID-19 or understanding the implications of new tax laws. A financial advisor in Harrisonburg, VA must possess a diverse skill set and a deep understanding of the local economy to provide the best possible financial advice to their clients.

What makes Harrisonburg, VA the top choice for financial advising?

Harrisonburg, VA is home to some of the top financial advising firms in the state. These firms offer a wide range of services including investment planning, retirement planning, and tax planning. One of the most notable firms in Harrisonburg is known for its expertise in socially responsible investing. They have a team of advisors who are passionate about helping clients invest in companies that align with their values and beliefs. Another firm in Harrisonburg has a unique approach to financial planning, focusing on holistic financial wellness. They believe that financial planning should not only focus on investments and retirement, but also on overall health and well-being. These firms are highly respected in the community and have helped many clients achieve their financial goals.

How do financial advisors get paid?

Financial advisors in Harrisonburg, VA are compensated in various ways, depending on the type of service they provide. One common way is through commission-based compensation, where advisors receive a percentage of the investments they recommend to clients. Another way is through fee-based compensation, where advisors charge a set fee for their services, regardless of the investments they recommend. Additionally, some advisors in Harrisonburg, VA may receive a salary or a combination of salary and commission. It is important to note that Harrisonburg, VA has a unique financial landscape, with a diverse range of clients and investment opportunities. As such, financial advisors in this area must possess a deep understanding of the local market and be able to provide tailored advice to meet the specific needs of their clients.

Find the Top Financial Advisors Serving Harrisonburg, VA

Connect With a Financial Planner

List of Firms

Harrisonburg, VA Fiduciary Financial Advisors

Graves Light Lenhart

SEC File# 801-113908

CRD# 298283

5 out of 5

100 S Mason St STE C, Harrisonburg, VA 22801, USA

(540) 433-3076

https://gllwealth.com/

Directions

Stephen Krech - Financial Advisor, Ameriprise Financial Services, LLC

373 Neff Ave, Harrisonburg, VA 22801, USA

(540) 434-3622

https://www.ameripriseadvisors.com/team/waymont-wealth-advisors/financial-advice-team/stephen.a.krech/?cid=IP_local_google

Directions

Loomis Wealth Management

5 out of 5

1954 Evelyn Byrd Ave, Harrisonburg, VA 22801, USA

(540) 434-2505

http://www.loomiswm.com/

Directions

Park View Financial Advisors

1675 Virginia Ave, Harrisonburg, VA 22802, USA

(540) 564-6111

http://parkviewadvisors.org/

Directions

Where Certified Financial Advisors in Harrisonburg, VA Serve

Nestled in the heart of the Shenandoah Valley, Harrisonburg, VA is a vibrant and dynamic city with a rich history and diverse culture. From its charming downtown district to its sprawling suburbs, Harrisonburg boasts a plethora of landmarks and attractions that draw visitors from near and far. At the heart of the city lies Court Square, a bustling hub of activity that features historic buildings, quaint shops, and delicious restaurants. Just a few blocks away, visitors can explore the campus of James Madison University, one of the city's top employers and a renowned institution of higher learning. Other major employers in the area include Sentara RMH Medical Center, Merck & Co., and Dynamic Aviation. Harrisonburg is also home to a number of major highways and streets, including Interstate 81, U.S. Route 33, and Virginia State Route 42.

Nearby Locations

Abingdon, VA Albemarle County, VA Alexandria, VA Arlington County, VA Arlington, VA Ashburn, VA Botetourt County, VA Chantilly, VA

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Harrisonburg, VA can benefit from the expertise of a financial advisor in many ways. One of the most common ways a financial advisor can help is by providing guidance on how to save for retirement. With the cost of living in Harrisonburg being slightly higher than the national average, it can be challenging for residents to set aside enough money for their retirement years. A financial advisor can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a financial advisor can provide guidance on managing debt, creating a budget, and investing wisely, all of which can help residents achieve their financial goals and live a more secure and comfortable life in Harrisonburg.

Insurance Broker

Residents of Harrisonburg, VA can benefit greatly from the services of an insurance broker. With the city's diverse population and thriving economy, an insurance broker can help individuals and businesses navigate the complex world of insurance and find policies that meet their unique needs. For example, Harrisonburg is home to a large number of small businesses, and an insurance broker can help these businesses find affordable and comprehensive coverage for their employees. Additionally, with Harrisonburg's location in the Shenandoah Valley, residents may have specific insurance needs related to natural disasters, such as flood insurance. An insurance broker can help residents understand their risks and find policies that provide adequate protection. Overall, an insurance broker can be a valuable resource for Harrisonburg residents looking to protect themselves and their assets.

Retirement Planning

Residents of Harrisonburg, VA can benefit greatly from the services of a retirement planner. With a population of over 50,000 people, Harrisonburg is a diverse community with a variety of retirement needs. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also provide advice on saving for retirement, creating a budget, and managing debt. Additionally, with a large number of retirees in the area, a retirement planner can help residents plan for long-term care and estate planning. Overall, a retirement planner can provide invaluable assistance to the residents of Harrisonburg, VA in achieving their retirement goals.

Wealth Management

Residents of Harrisonburg, VA may benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. A wealth manager can help residents of Harrisonburg plan for their future by creating a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can help residents of Harrisonburg navigate the complex world of investment options and make informed decisions about where to invest their money. With a wealth manager's guidance, residents of Harrisonburg can feel more confident about their financial future and be better prepared for whatever lies ahead.

Mortgage Loan Officer

Residents of Harrisonburg, VA can greatly benefit from the services of a mortgage loan officer. With the city's growing population and increasing property values, a mortgage loan officer can assist residents in finding the best mortgage rates and loan options to fit their financial needs. Additionally, Harrisonburg is home to James Madison University, which attracts many students and young professionals to the area. A mortgage loan officer can help these individuals navigate the complexities of obtaining a mortgage as a first-time homebuyer or a recent graduate with student loan debt. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Harrisonburg, VA as they navigate the home buying process.

Tax Services

Residents of Harrisonburg, VA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is to ensure that they are taking advantage of all available tax deductions and credits. This is especially important in Harrisonburg, where many residents work in the agriculture industry and may qualify for specific tax breaks related to farming. A tax advisor can also help residents navigate the complexities of state and local tax laws, which can be particularly challenging in Virginia. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. Overall, working with a tax advisor can help Harrisonburg residents make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Harrisonburg, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that a lawyer can help is by creating a comprehensive estate plan that ensures the smooth transfer of assets to loved ones after death. This is particularly important in Harrisonburg, where many families have deep roots in the community and want to ensure that their property and assets are passed down to future generations. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities, which can be especially important for those with significant assets. By working with an experienced estate planning lawyer, residents of Harrisonburg can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.