Retirement Planning in James City County, VA

We did the hard work of finding trustworthy partners in James City County, VA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in James City County, VA

SEC File# 801-56942
CRD# 281958
Location 461 McLaws Cir Ste 4, Williamsburg, VA 23185, USA
Phone (757) 873-0993
Directions
generic_business-71
Preston Wall - Raymond James
Location 5425 Discovery Park Blvd, Williamsburg, VA 23188, USA
Phone (757) 941-0524
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Michael J Keating
Location 266 McLaws Cir, Williamsburg, VA 23185, USA
Phone (757) 220-5120
Directions
SEC File# 801-71352
CRD# 153646
Location 1311 Jamestown Rd # 101, Williamsburg, VA 23185, USA
Phone (757) 345-3577
Directions
civic_building-71
Planning Division
Location 101 Mounts Bay Rd building a, Williamsburg, VA 23185, USA
Phone (757) 253-6685
Directions
generic_business-71
Quinto Financial Services
Location 333 McLaws Cir Ste, Williamsburg, VA 23185, USA
Phone (757) 220-4294
Directions
generic_business-71
Vision Financial Planning
Location 3418 News Rd, Williamsburg, VA 23188, USA
Phone (757) 258-5044
Directions
generic_business-71
Vertical Wealth Management
Location 4345 New Town Ave #200, Williamsburg, VA 23188, USA
Phone (757) 490-7833
Directions
generic_business-71
W.B. Jackson And Associates
5 out of 5
Location 4801 Courthouse St #302, Williamsburg, VA 23188, USA
Phone (757) 258-3134
Directions
generic_business-71
401(k) Advisors
Location 111 Bulifants Blvd, Williamsburg, VA 23188, USA
Phone (757) 645-3975
Directions
SEC File# 801-8095
CRD# 2881
4 out of 5
Location 5360 Discovery Park Blvd Unit 101, Williamsburg, VA 23188, USA
Phone (757) 476-6734
Directions
generic_business-71
C&F Wealth Management Office
Location 1167 Jamestown Rd, Williamsburg, VA 23185, USA
Phone (757) 229-5629
Directions
generic_business-71
Cooprider Financial Partners
5 out of 5
Location 302 Bulifants Blvd #201b, Williamsburg, VA 23188, USA
Phone (757) 206-1627
Directions
generic_business-71
Christopher Spillare
Location 3600 La Grange Pkwy, Toano, VA 23168, USA
Phone (757) 741-2244
Directions
generic_business-71
Richard Overy - Raymond James
Location 901 Richmond Rd, Williamsburg, VA 23185, USA
Phone (757) 220-9888
Directions
Retirement Planning in James City County, VA

About James City County, VA for Those Planning to Retire

James City County, VA is a vibrant and diverse community located in the heart of the historic triangle. With a rich history dating back to the 17th century, the county is home to several landmarks such as the Jamestown Settlement, Colonial Williamsburg, and the Yorktown Battlefield. These sites offer visitors a glimpse into the past and the opportunity to experience what life was like in early America. In addition to its historical significance, James City County is also home to several top employers such as Busch Gardens Williamsburg, Sentara Healthcare, and the College of William & Mary. These companies provide a range of job opportunities for residents and contribute to the county's strong economy. Major highways and streets in James City County include Interstate 64, Route 60, and Route 199, which connect the county to other parts of Virginia and beyond. The county is also home to several neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of James City County, VA can benefit from the services that a bank offers in a multitude of ways. For instance, banks in the area can provide mortgages to those who are seeking to purchase a home in the county, which is known for its rich history and natural beauty. Additionally, banks can assist residents in managing their finances by offering checking and savings accounts, as well as investment options. With the county being home to many retirees, banks can also provide financial planning services to help residents prepare for their golden years. Furthermore, banks can offer loans to small businesses in the area, which can help to stimulate the local economy. Overall, the services that banks can provide to residents of James City County, VA are diverse and can help to improve their financial well-being.

Insurance Broker

Residents of James City County, VA can benefit from the expertise of an insurance broker in various ways. One specific example is the broker's ability to navigate the complex flood insurance policies in the area. James City County is located in a flood-prone zone, with the James River and its tributaries running through the area. As a result, homeowners and businesses are required to have flood insurance, which can be a daunting task to navigate on their own. An insurance broker can assist residents in finding the right policy that fits their needs and budget, while also ensuring that they are adequately covered in the event of a flood. Additionally, brokers can provide guidance on other insurance policies, such as homeowners, auto, and life insurance, to ensure that residents have comprehensive coverage for their assets and loved ones.

Wealth Management

Residents of James City County, VA can benefit greatly from the services of a wealth manager. With its diverse population and booming economy, James City County is a hub of financial activity, making it essential for individuals to have a comprehensive financial plan in place. A wealth manager can help residents navigate the complexities of the financial landscape, providing tailored investment strategies and risk management solutions. Additionally, with the county's proximity to major metropolitan areas such as Richmond and Virginia Beach, a wealth manager can assist residents in taking advantage of regional investment opportunities and managing their wealth across multiple locations. With their expertise in financial planning, tax optimization, and estate planning, a wealth manager can help residents of James City County achieve their long-term financial goals and secure their financial future.

Financial Advisor

Residents of James City County, VA can greatly benefit from the services of a financial advisor. With the county's strong tourism industry and growing population, a financial advisor can assist individuals in making sound investment decisions and creating a solid financial plan for their future. Additionally, with the county's proximity to Williamsburg, a financial advisor can provide guidance on estate planning and retirement strategies for those who may have worked in the tourism or hospitality industry. Furthermore, with the county's rich history and abundance of historic properties, a financial advisor can assist individuals in navigating the complexities of property ownership and management. Overall, a financial advisor can provide valuable support and expertise to residents of James City County, VA in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of James City County, VA can benefit from the expertise of a mortgage loan officer in several ways. With the current real estate market, a mortgage loan officer can provide residents with guidance on the best mortgage products for their specific needs. With the county's proximity to Williamsburg and its historic landmarks, residents may require specialized loans for historic homes, and a loan officer can help navigate these unique requirements. Additionally, with the county's growing population, a loan officer can assist residents in finding affordable financing options for new construction homes. Furthermore, a mortgage loan officer can offer advice on refinancing options for homeowners looking to lower their monthly mortgage payments or consolidate debt. Overall, a mortgage loan officer can be a valuable resource for residents of James City County, VA in navigating the complex world of home financing.

Tax Services

Residents of James City County, VA can benefit greatly from the expertise of a tax advisor. With the county's unique tax structure, which includes a property tax rate of 0.77% and a sales tax rate of 5.3%, a tax advisor can provide guidance on how to maximize deductions and credits to minimize tax liability. Additionally, residents who own businesses in James City County can benefit from a tax advisor's knowledge of local tax laws and regulations, including the Business, Professional and Occupational License (BPOL) tax. A tax advisor can also assist with estate planning, ensuring that residents are able to pass on their assets to their heirs in the most tax-efficient manner possible. In short, a tax advisor can provide invaluable assistance to residents of James City County, VA in navigating the complexities of the local tax system and minimizing their tax burden.

Estate Planning Lawyer

Residents of James City County, VA can benefit from the expertise of an estate planning lawyer in several ways. One specific area where an estate planning lawyer can provide assistance is in the creation of a comprehensive estate plan that takes into account the unique characteristics of the county. James City County is known for its rich history, including Colonial Williamsburg and the Jamestown Settlement. As such, an estate planning lawyer can help residents preserve their historical assets and ensure that their legacy is protected for future generations. Additionally, an estate planning lawyer can assist with the creation of trusts and other estate planning vehicles that can help residents minimize their tax liabilities and protect their assets from creditors. Overall, an estate planning lawyer can help residents of James City County, VA create a personalized estate plan that takes into account their individual needs and goals.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs