Best Financial Advisors in Spotsylvania County, VA

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List of Firms

Spotsylvania County, VA Fiduciary Financial Advisors

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Heritage Wealth Advisors LLC
Location 725 Jackson St #202, Fredericksburg, VA 22401, USA
Phone (540) 376-3500
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Goodwin & Smith Financial Services LLC
Location 180 Chatham Heights Rd, Fredericksburg, VA 22405, USA
Phone (540) 604-6316
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Merrill Lynch Wealth Management Advisor B. Scott Mason
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 370-0441
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Edward Jones - Financial Advisor: Kelly B Sherman, AAMS™
5 out of 5
Location 9110 Old Battlefield Blvd Suite 100, Spotsylvania Courthouse, VA 22553, USA
Phone (540) 507-9903
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Merrill Lynch Wealth Management Advisor Albert R Merchent
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 373-8478
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Charles Christoph Daniels: Primerica - Financial Services
Location 1135 Heatherstone Dr STE 17, Fredericksburg, VA 22407, USA
Phone (540) 547-6697
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Financial Advisors in Spotsylvania County, VA

Where Certified Financial Advisors in Spotsylvania County, VA Serve

Spotsylvania County, VA is a charming region nestled in the heart of the Old Dominion State. The county boasts a plethora of landmarks, including the historic Spotsylvania Courthouse, the Wilderness Battlefield, and the Chancellorsville Battlefield. These sites offer a glimpse into the rich history of the area and are a must-see for any history buff. When it comes to top employers, Spotsylvania County is home to a diverse array of businesses, ranging from healthcare providers like Mary Washington Healthcare and Spotsylvania Regional Medical Center to manufacturing firms like Pratt Industries and J.F. Taylor, Inc. These companies provide ample job opportunities for residents and contribute to the county's thriving economy. Major highways and streets in Spotsylvania County include I-95, Route 1, and Route 3, making it easy for locals and visitors alike to navigate the area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Spotsylvania County, VA could benefit greatly from the assistance of a financial advisor. With the county's median household income being lower than the state average, a financial advisor could help residents manage their finances and plan for their future. Additionally, Spotsylvania County has a large population of retirees, who may need guidance on how to make their retirement savings last. A financial advisor could provide valuable advice on investment strategies and help retirees navigate the complexities of Social Security and Medicare. Furthermore, Spotsylvania County has a growing real estate market, and a financial advisor could help residents make informed decisions about buying or selling property. Overall, a financial advisor could provide valuable support and guidance to residents of Spotsylvania County, helping them achieve their financial goals and secure their future.

Insurance Broker

Residents of Spotsylvania County, VA can benefit from the services of an insurance broker in a variety of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With the rising costs of medical care, it's important for residents of Spotsylvania County to have access to affordable health insurance options. An insurance broker can help them find a plan that fits their needs and budget, and also provide guidance on how to use their insurance effectively. Additionally, an insurance broker can assist residents in finding the right coverage for their homes and vehicles, which is especially important in an area prone to severe weather events like hurricanes and tornadoes. With the help of an insurance broker, residents of Spotsylvania County can have peace of mind knowing that they are prepared for whatever life throws their way.

Retirement Planning

Residents of Spotsylvania County, VA can benefit greatly from the guidance of a retirement planner. With the county's population of over 136,000 people, many individuals may find themselves unsure of how to properly plan for their retirement. A retirement planner can assist in creating a personalized plan that takes into account factors such as current income, savings, and future expenses. Additionally, with Spotsylvania County's proximity to Washington D.C., residents may have unique retirement goals such as traveling or purchasing a second home in a different state. A retirement planner can help navigate these specific situations and provide tailored advice to ensure a comfortable and secure retirement.

Wealth Management

Residents of Spotsylvania County, VA can benefit greatly from the services of a wealth manager. With a population of over 136,000 people, many individuals in the county are likely to have complex financial situations that require professional guidance. A wealth manager can help residents create a personalized financial plan that takes into account their unique goals and circumstances, such as saving for retirement or paying for a child's education. Additionally, a wealth manager can help residents navigate the local economy, which is largely driven by the healthcare and retail industries. By providing expert advice on investing and managing money, a wealth manager can help Spotsylvania County residents achieve their financial goals and secure their futures.

Mortgage Loan Officer

Residents of Spotsylvania County, VA can benefit greatly from the assistance of a mortgage loan officer. These professionals offer valuable guidance and support to those looking to purchase a home or refinance an existing mortgage. In Spotsylvania County, which boasts a rich history and beautiful natural scenery, a mortgage loan officer can help residents navigate the unique challenges of the local real estate market. They can provide insight into the best neighborhoods, help secure financing for homes in rural areas, and offer advice on how to take advantage of local programs and incentives. With a mortgage loan officer's help, residents of Spotsylvania County can achieve their dream of homeownership and enjoy all that this vibrant community has to offer.

Tax Services

Residents of Spotsylvania County, VA can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by providing advice on how to minimize tax liabilities. This is especially important in Spotsylvania County, where property taxes can be quite high due to the county's proximity to Washington D.C. A tax advisor can help residents navigate the complex tax laws and regulations to ensure they are taking advantage of all available deductions and credits. 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 situation. Overall, working with a tax advisor can provide peace of mind and help residents make informed decisions about their finances.

Estate Planning Lawyer

Residents of Spotsylvania County, VA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets after their death, ensuring that their wishes are carried out. Additionally, a lawyer can assist with the creation of trusts and wills to protect assets and minimize tax liability. In Spotsylvania County, which is home to several historic sites and a growing population, an estate planning lawyer can also help residents navigate the complex legal requirements surrounding the transfer of historic properties and land. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' assets are protected and distributed according to their wishes.

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