Retirement Planning in Forest, VA

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List of Firms

Top Retirement Planners in Forest, VA

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Christian De Paul - DePaul Wealth Management
5 out of 5
Location 3728 Old Forest Rd, Lynchburg, VA 24501, USA
Phone (434) 385-1340
Directions
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Stuart & Carlton Huff
SEC File# 801-20812
CRD# 105103
Location 1563 Crossings Centre Dr, Forest, VA 24551, USA
Phone (434) 316-9356
Directions
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Blackwater Group - Ameriprise Financial Services, LLC
Location 16583 Forest Rd, Forest, VA 24551, USA
Phone (434) 534-8875
Directions
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Pettyjohn Co
5 out of 5
Location 1925 Atherholt Rd, Lynchburg, VA 24501, USA
Phone (434) 845-1266
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David Carter - Prudential Financial
Location 2003 Graves Mill Rd, Forest, VA 24551, USA
Phone (434) 385-6874
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McCray Financial Group Inc
Location 107 Tradewynd Dr # B, Lynchburg, VA 24502, USA
Phone (434) 455-3288
Directions
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Edward Jones - Financial Advisor: Craig Posey
SEC File# 801-3297
CRD# 250
Location 1076 Thomas Jefferson Rd Suite C, Forest, VA 24551, USA
Phone (434) 525-2763
Directions
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The LifeWealth Group - Andy Young
5 out of 5
Location 3831 Old Forest Rd #6, Lynchburg, VA 24501, USA
Phone (434) 385-4260
Directions
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Axis Financial
Location 3830 Old Forest Rd, Lynchburg, VA 24501, USA
Phone (434) 385-8045
Directions
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Investment Leadership, LLC
Location 14805 Forest Rd Ste 226, Forest, VA 24551, USA
Phone (434) 525-5250
Directions
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Jeffrey Staley - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 16583 Forest Rd, Forest, VA 24551, USA
Phone (434) 534-8875
Directions
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Wood Creek Capital Advisors
Location 101 Duncraig Dr UNIT 106, Lynchburg, VA 24502, USA
Phone (434) 665-3332
Directions
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Virginia Retirement Specialist, Inc
Location 118 Woodcreek Rd, Bedford, VA 24523, USA
Phone (540) 586-1792
Directions
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Edward Jones - Financial Advisor: Don Wooldridge Jr
5 out of 5
Location 7331 Timberlake Rd Suite 202, Lynchburg, VA 24502, USA
Phone (434) 821-3421
Directions
Retirement Planning in Forest, VA

About Forest, VA for Those Planning to Retire

Nestled in the heart of Virginia, Forest is a vibrant community that boasts of numerous landmarks, top employers, major highways and streets, and neighborhoods. From the majestic Blue Ridge Mountains to the picturesque Bedford County, Forest is a haven for nature lovers and adventure seekers alike. One of the most iconic landmarks in Forest is the Thomas Jefferson's Poplar Forest, a stunning plantation home that showcases the architectural genius of the third US president. Another must-visit attraction is the National D-Day Memorial, a somber reminder of the sacrifices made by American soldiers during World War II. When it comes to top employers, Forest has a diverse range of industries, including healthcare, education, and manufacturing. Centra Health, Liberty University, and Pacific Life are just a few of the major employers in the area. As for major highways and streets, Forest is conveniently located near the intersection of Route 221 and Route 460, making it easy to access nearby cities like Lynchburg and Roanoke.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Forest, VA would greatly benefit from the services provided by a bank. With a population of over 9,000 people, there is a high demand for financial assistance in the area. Specifically, the bank could provide loans to small businesses looking to expand in the community. Forest, VA has a growing economy with a variety of businesses, ranging from retail to healthcare. However, many of these businesses may not have the necessary funds to take their operations to the next level. By offering loans, the bank could help these businesses grow, create more job opportunities, and ultimately contribute to the local economy. Additionally, the bank could provide financial education and resources to individuals and families in the area, helping them manage their money and plan for their future. Overall, a bank in Forest, VA could have a significant impact on the community and its residents.

Insurance Broker

Residents of Forest, VA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance landscape and choose the right policies that meet their specific needs and budget. For instance, Forest, VA residents may need insurance coverage for their homes, vehicles, businesses, and health. An insurance broker can help them compare different policies from various providers and choose the ones that offer the best value for their money. Furthermore, an insurance broker can assist residents of Forest, VA in filing claims and resolving disputes with their insurance companies. This can be particularly helpful in case of emergencies such as natural disasters or accidents. Overall, an insurance broker can provide valuable guidance and support to Forest, VA residents, helping them protect their assets and secure their future.

Wealth Management

Residents of Forest, VA could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the management of retirement savings. Forest, VA has a higher median age than the national average, which means that many residents may be nearing retirement age or already retired. A skilled wealth manager can help these individuals navigate the complexities of retirement planning, including determining the appropriate amount of savings needed, creating a diversified investment portfolio, and managing risks. Additionally, a wealth manager can assist with estate planning, tax optimization, and charitable giving strategies, all of which can have a significant impact on the financial well-being of Forest, VA residents and their families. By working with a wealth manager, residents of Forest, VA can have peace of mind knowing that their financial future is in good hands.

Financial Advisor

Residents of Forest, VA could greatly benefit from the services of a financial advisor. With its growing population and diverse economic landscape, Forest, VA presents unique financial challenges that require the expertise of a professional. A financial advisor can provide guidance on investment strategies, tax planning, retirement planning, and estate planning, among other things. For instance, a financial advisor can help residents navigate the complexities of the local real estate market, which has seen a surge in demand in recent years. They can also provide advice on how to maximize the benefits of the state's tax laws, which can vary from county to county. Additionally, a financial advisor can help residents plan for their children's education, which is a top priority for many families in the area. With their knowledge and experience, financial advisors can help residents of Forest, VA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Forest, VA, could greatly benefit from the assistance of a mortgage loan officer. With their expertise, they can help individuals secure a mortgage loan that suits their financial needs and goals. This is especially important in Forest, VA, as it is a rapidly growing community with a high demand for housing. Furthermore, the loan officer can help navigate the complex and often confusing mortgage application process, ensuring that residents are informed and comfortable with their decisions. Additionally, the loan officer can provide valuable advice on interest rates and loan terms, helping residents save money in the long run. Overall, a mortgage loan officer can be an invaluable resource for residents of Forest, VA, looking to purchase a home or refinance their current mortgage.

Tax Services

Residents of Forest, VA can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help them navigate the complexities of the tax code and ensure they are compliant with all relevant tax laws. Additionally, tax advisors can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their savings. In Forest, VA, where the median household income is $82,000, tax advisors can assist residents with investment and retirement planning to help them achieve their financial goals. Furthermore, tax advisors can help small business owners in Forest, VA with tax planning, bookkeeping, and payroll services, which can free up their time to focus on growing their businesses. Ultimately, a tax advisor can provide invaluable assistance to residents of Forest, VA by helping them navigate the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Forest, VA can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals plan for the future, ensuring that their assets are protected and their wishes are carried out after they pass away. One specific way that an estate planning lawyer can help residents of Forest, VA is by assisting them with the creation of a trust. Trusts are a popular estate planning tool that can help individuals avoid probate, minimize taxes, and protect their assets from creditors. With the help of an estate planning lawyer, residents of Forest, VA can create a trust that is tailored to their unique needs and goals, ensuring that their assets are distributed according to their wishes and their loved ones are provided for after they are gone.

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