Retirement Planning in Fredericksburg, VA

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List of Firms

Top Retirement Planners in Fredericksburg, VA

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Raymond James Financial Services
Location 1000 Winchester St Ste 200, Fredericksburg, VA 22401, USA
Phone (540) 371-1000
Language https://www.raymondjames.com/bernmahon
Directions
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Edward Jones - Financial Advisor: Melanie S Ochs, AAMS™
5 out of 5
Location 150 Riverside Pkwy Suite 214, Fredericksburg, VA 22406, USA
Phone (540) 370-4237
Language https://www.edwardjones.com/us-en/financial-advisor/melanie-ochs
Directions
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YHB | CPAs & Consultants
Location 1320 Central Park Blvd Suite 405, Fredericksburg, VA 22401, USA
Phone (540) 368-8040
Language https://yhbcpa.com/contact/fredericksburg/
Directions
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Featherstone CPA
Location 1616 Caroline St, Fredericksburg, VA 22401, USA
Phone (540) 227-4321
Language http://featherstonecpa.com/contact-us/
Directions
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Index Financial Strategies
Location 12225 Amos Ln Suite 101, Fredericksburg, VA 22407, USA
Phone (703) 662-4334
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Fredericksburg Financial Planning Services
Location 700 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 371-1177
Directions
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Vicki Thorpe - Thrivent
1 out of 5
Location 1320 Central Park Blvd Ste 200, Fredericksburg, VA 22401, USA
Phone (540) 847-7674
Language https://connect.thrivent.com/vicki-thorpe?utm_source=GMB&utm_medium=Yext&y_source=1_NDQ1NTEzOTctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Edward Jones - Financial Advisor: Paul M Lee III
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2302 Emancipation Hwy Suite A, Fredericksburg, VA 22401, USA
Phone (540) 645-5711
Language https://www.edwardjones.com/us-en/financial-advisor/paul-lee
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The Retirement Smith
Location 1616 Stafford Ave Suite B, Fredericksburg, VA 22401, USA
Phone (540) 371-9777
Language http://www.theretirementsmith.com/
Directions
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Jonathan Freeze - Retirement Planning. Summit Brokerage.
Location 725 Jackson St, Fredericksburg, VA 22401, USA
Phone (540) 621-8295
Directions
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Merrill Lynch Wealth Management
Location 910 Princess Anne St # 102, Fredericksburg, VA 22401, USA
Phone (540) 373-8475
Language https://www.local.ml.com/FREDERICKSBURG_VA
Directions
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Financial Solutions Inc
SEC File# 801-107129
CRD# 110149
Location 1123 Heatherstone Dr, Fredericksburg, VA 22407, USA
Phone (540) 785-6040
Directions
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Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS™
5 out of 5
Location 1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA
Phone (540) 701-0735
Language https://www.edwardjones.com/us-en/financial-advisor/ben-maxwell
Directions
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The Carolina & Rappahannock Wealth Advisors, Inc.
Location 2217 Princess Anne St #106, Fredericksburg, VA 22401, USA
Phone (540) 361-1213
Language http://www.cwarwa.com/
Directions
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Baksy & Associates
SEC File# 801-43561
CRD# 28218
5 out of 5
Location 2217 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 368-5115
Language http://www.baksy.com/
Directions
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Merrill Lynch Wealth Management Advisor Nicole Hawkins-Normand
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 899-2450
Language https://fa.ml.com/virginia/fredericksburg/the-normand-group
Directions
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ALNA Financial
Location 1201 Ashford Cir, Fredericksburg, VA 22401, USA
Phone (540) 642-1204
Language http://www.alnafinancial.com/
Directions
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Edward Jones - Financial Advisor: Dave Ross
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1215 Central Park Blvd, Fredericksburg, VA 22401, USA
Phone (540) 548-2655
Language https://www.edwardjones.com/us-en/financial-advisor/dave-ross
Directions
Retirement Planning in Fredericksburg, VA

About Fredericksburg, VA for Those Planning to Retire

Fredericksburg, VA is a charming city located in the heart of the Commonwealth. It boasts a rich history and culture, with landmarks such as the Fredericksburg and Spotsylvania National Military Park, the Mary Washington House, and the James Monroe Museum and Memorial Library. The city is also home to top employers like Mary Washington Healthcare, GEICO, and the University of Mary Washington. Major highways like I-95 and US-1 run through the city, providing easy access to nearby destinations. The streets of Fredericksburg are lined with unique shops and restaurants, and the city is divided into distinct neighborhoods such as Downtown, College Heights, and Ferry Farm. With its blend of history, commerce, and community, Fredericksburg is a city that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Fredericksburg, VA can benefit from a bank in a multitude of ways. For instance, banks can provide loans to help residents purchase homes in the area, which is known for its rich history and scenic beauty. Additionally, banks can offer financial planning services to help residents manage their money and plan for the future, especially as the cost of living in Fredericksburg continues to rise. Banks can also provide small business loans to support the local economy and help entrepreneurs start new businesses. Furthermore, banks in Fredericksburg can offer specialized services, such as estate planning and trust management, to assist residents with complex financial needs. Overall, the presence of a bank in Fredericksburg can greatly benefit the community by providing essential financial services and support.

Insurance Broker

Residents of Fredericksburg, VA can greatly benefit from the services of an insurance broker. An insurance broker can help individuals and families navigate the complex world of insurance and find the right coverage for their specific needs. In Fredericksburg, VA, where the population is growing rapidly and the cost of living is increasing, an insurance broker can help residents find affordable health insurance options, as well as home and auto insurance policies that provide adequate coverage without breaking the bank. Additionally, an insurance broker can assist small business owners in finding the right insurance policies to protect their business and employees. With so many options and variables to consider, an insurance broker can provide invaluable guidance and support to residents of Fredericksburg, VA.

Wealth Management

Residents of Fredericksburg, VA could greatly benefit from the expertise of a skilled wealth manager. With the city's rich history and growing economy, there are numerous financial opportunities and challenges that require careful navigation. For example, Fredericksburg is home to many small business owners who may need guidance on how to invest their profits and plan for retirement. Additionally, the city's proximity to Washington, D.C. makes it a popular destination for government employees and contractors who may have unique financial needs related to their employment. A wealth manager can provide tailored advice and investment strategies to help these individuals achieve their long-term financial goals. Furthermore, Fredericksburg's booming real estate market presents both opportunities and risks for investors, and a wealth manager can help clients make informed decisions about buying, selling, and managing properties. Overall, a skilled wealth manager can help residents of Fredericksburg, VA navigate the complex financial landscape and achieve financial security and success.

Financial Advisor

Residents of Fredericksburg, VA can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can assist residents of Fredericksburg is by helping them navigate the complexities of retirement planning. With an aging population and a median age of 35.7 years, many Fredericksburg residents are likely to be thinking about their retirement options. A financial advisor can help individuals understand the various retirement plans available to them, such as 401(k)s and IRAs, and help them create a personalized retirement plan that takes into account their unique financial situation. Additionally, a financial advisor can provide guidance on investment strategies, tax planning, and estate planning, all of which can help Fredericksburg residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Fredericksburg, VA can greatly benefit from the services of a mortgage loan officer. These professionals can provide assistance in a variety of ways, such as helping residents secure financing to purchase their dream home, refinancing an existing mortgage to lower monthly payments, or even providing guidance on how to improve credit scores. Fredericksburg, VA is a historic city located in the heart of Virginia, with a rich cultural heritage and a thriving economy. With its prime location, residents can enjoy easy access to major metropolitan areas, while still having the charm and character of a small town. A mortgage loan officer can help residents navigate the complexities of the local real estate market, and provide expert advice on the best financing options available. Whether someone is a first-time homebuyer or a seasoned investor, a mortgage loan officer can help make the home buying process smoother and more enjoyable.

Tax Services

Residents of Fredericksburg, VA can benefit greatly from the expertise of a tax advisor. With the city's rich history and growing economy, there are many specific tax considerations that a tax advisor can help with. For example, Fredericksburg is home to many small businesses, and a tax advisor can assist these entrepreneurs with navigating the complex tax code and maximizing deductions. Additionally, Fredericksburg has a large military population, and a tax advisor can help these individuals take advantage of tax breaks specific to their service. Furthermore, with the city's proximity to Washington D.C., many Fredericksburg residents work for the federal government and may require assistance with understanding their unique tax situation. Overall, a tax advisor can provide invaluable guidance and support to the diverse and dynamic community of Fredericksburg, VA.

Estate Planning Lawyer

Residents of Fredericksburg, VA would greatly benefit from the assistance of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Fredericksburg, VA, where many residents own historic properties and have unique family dynamics that require specialized planning. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from potential creditors. They can also assist with creating living wills and healthcare directives, which are critical documents that outline an individual's medical wishes in the event they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and support to Fredericksburg, VA residents as they navigate the complex and often overwhelming process of planning for their future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Fredericksburg, VA can be quite comprehensive. These services may include analyzing one's current financial situation, determining retirement goals, and developing a customized retirement plan that takes into account factors such as inflation, taxes, and investment returns. In Fredericksburg, VA specifically, retirement planners may also consider the cost of living in the area, which is known for its historical significance and charming downtown area. Additionally, a retirement planner in Fredericksburg, VA may provide advice on healthcare and long-term care options, as well as estate planning. With burstiness and complexity, it's important to note that retirement planning is not a one-size-fits-all approach, and a skilled retirement planner can provide tailored solutions that meet the unique needs and goals of each individual client.

Fredericksburg, VA is undoubtedly the best place to get a retirement planner. The city boasts of a rich history, diverse culture, and a booming economy that makes it an ideal location for retirees. With its strategic location along the banks of the Rappahannock River, Fredericksburg offers a serene and peaceful environment that is perfect for those looking to retire. What's more, the city has a plethora of retirement planners who are well-versed in the intricacies of retirement planning. Whether you are looking to invest in stocks, bonds, or mutual funds, Fredericksburg has experts who can guide you through the process. Additionally, the city's friendly and welcoming residents make it an ideal place to retire and enjoy your golden years. With its unique blend of history, culture, and economic prosperity, Fredericksburg, VA is undoubtedly the best place to get a retirement planner.