Best Financial Advisors in Stafford County, VA

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List of Firms

Stafford County, VA Fiduciary Financial Advisors

SEC File# 801-8095
CRD# 2881
5 out of 5
Location 725 Jackson St #216, Fredericksburg, VA 22401, USA
Phone (540) 370-1886
Directions
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Adl Investment Llc
Location 175 Mine Rd, Stafford, VA 22554, USA
Directions
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First Command Financial Advisor - Eric Green
Location 125 Woodstream Blvd Suite 115, Stafford, VA 22556, USA
Phone (540) 659-7060
Directions
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First Command Financial Advisor - Aisha Decardi-Nelson
Location 125 Woodstream Blvd Suite 115, Stafford, VA 22556, USA
Phone (540) 659-7060
Directions
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AI TAX CONSULTING PLLC
5 out of 5
Location 1411 Washington Dr, Stafford, VA 22554, USA
Phone (703) 501-7090
Directions
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First Command Financial Advisor - Jess Shaulis
Location 125 Woodstream Blvd Suite 115, Stafford, VA 22556, USA
Phone (540) 659-7060
Directions
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Blessed Budgets LLC
5 out of 5
Location 55 Denali Dr, Stafford, VA 22554, USA
Phone (703) 713-5406
Directions
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Lantern Wealth Management - Raymond James
Location 308 Wolfe St Fl 3, Fredericksburg, VA 22401, USA
Phone (540) 215-4231
Directions
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Edward Jones - Financial Advisor: Dan Whitley
Location 908 1/2 Charles St, Fredericksburg, VA 22401, USA
Phone (540) 371-3953
Directions
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First Command Financial Advisor - Olivia Inglett
Location 125 Woodstream Blvd Suite 115, Stafford, VA 22556, USA
Phone (540) 659-7060
Directions
Financial Advisors in Stafford County, VA

Where Certified Financial Advisors in Stafford County, VA Serve

Stafford County, VA is a vibrant and bustling community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Aquia Church to the modern Quantico Corporate Center, Stafford County has something for everyone. The county is home to several major highways, including I-95 and Route 1, making it easy to get around. Some of the top employers in the area include Geico, Mary Washington Healthcare, and the US Marine Corps Base Quantico. With neighborhoods like Embrey Mill and Austin Ridge, Stafford County offers a diverse range of housing options. Whether you're looking for a charming historic home or a modern townhouse, you're sure to find it here. Overall, Stafford County is a dynamic and exciting place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Stafford County, VA can benefit greatly from the services of a financial advisor. One specific way that a financial advisor can help is by providing guidance on retirement planning. Stafford County has a high population of military families and government employees, many of whom have access to retirement plans such as the Thrift Savings Plan (TSP). A financial advisor can help residents navigate the complex rules and investment options of these plans, as well as provide advice on other retirement savings vehicles such as IRAs and 401(k)s. Additionally, with the cost of living in Stafford County being higher than the national average, a financial advisor can assist residents in creating a budget and managing their expenses to achieve their financial goals.

Insurance Broker

Residents of Stafford County, VA can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them find the right insurance policies that fit their specific needs and budget. Stafford County is a growing community with a diverse population, and insurance brokers can provide valuable guidance on the best coverage options for individuals, families, and businesses. Additionally, an insurance broker can assist residents in navigating the complex insurance market and understanding the different policies available to them. This can be especially helpful for those who are new to the area or unfamiliar with the local insurance landscape. By working with an insurance broker, residents of Stafford County can feel confident that they have the right coverage in place to protect their assets and loved ones.

Retirement Planning

Residents of Stafford County, VA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, Stafford County has a high population of military families due to its proximity to Quantico Marine Corps Base. A retirement planner can help these families navigate the complexities of military retirement benefits and ensure they are maximizing their savings and investments for a comfortable retirement. Additionally, with the rising cost of healthcare in the area, a retirement planner can advise on the best ways to plan for potential medical expenses in retirement. By working with a retirement planner, residents of Stafford County can have peace of mind knowing their financial future is secure.

Wealth Management

Residents of Stafford County, VA can benefit greatly from the services of a wealth manager in various ways. One of the most common ways is through investment planning. A wealth manager can help residents of Stafford County, VA to create a personalized investment plan that aligns with their financial goals and risk tolerance. This is particularly important in Stafford County, VA where residents have access to a range of investment opportunities, including real estate, stocks, and mutual funds. A wealth manager can also help residents of Stafford County, VA to manage their debt, plan for retirement, and ensure that their estate is properly managed. With the help of a wealth manager, residents of Stafford County, VA can achieve financial stability and security.

Mortgage Loan Officer

Residents of Stafford County, VA can benefit greatly from the services of a mortgage loan officer. With the county's growing population and increasing demand for housing, a loan officer can help residents navigate the complex process of obtaining a mortgage. They can assist with finding the right type of loan for each individual's unique financial situation, as well as help with pre-approval and securing a competitive interest rate. Additionally, Stafford County is home to many military families due to its proximity to Quantico Marine Corps Base. A knowledgeable loan officer can help these families take advantage of VA loans and other benefits available to them. With the help of a mortgage loan officer, residents of Stafford County can achieve their dreams of homeownership and enjoy the many benefits of living in this beautiful and thriving community.

Tax Services

Residents of Stafford County, VA can greatly benefit from the services of a tax advisor. With a population of over 150,000 people, there are many individuals and businesses in the area that could use assistance with tax planning and preparation. Specifically, Stafford County is home to many military families due to its proximity to Quantico Marine Corps Base. A tax advisor can help these families navigate the unique tax laws and benefits that apply to military personnel, such as the Servicemembers Civil Relief Act and the Military Spouses Residency Relief Act. Additionally, a tax advisor can provide guidance on deductions and credits that may be available to Stafford County residents, such as the Virginia state tax deduction for contributions to a college savings plan. Overall, a tax advisor can provide valuable expertise and support to help Stafford County residents maximize their tax savings and minimize their liabilities.

Estate Planning Lawyer

Residents of Stafford County, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is especially important for residents of Stafford County, VA, as the county has a high population of military families who may have unique estate planning needs due to their service. Additionally, an estate planning lawyer can assist with creating a power of attorney and healthcare directive, which can ensure that a person's wishes are carried out in the event they become incapacitated. Overall, working with an estate planning lawyer can provide peace of mind for residents of Stafford County, VA, knowing that their loved ones and assets will be taken care of according to their wishes.

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