Retirement Planning in York County, VA

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List of Firms

Top Retirement Planners in York County, VA

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Senior Center of York
5 out of 5
Location 5314 George Washington Memorial Hwy, Yorktown, VA 23692, USA
Phone (757) 890-3444
Language https://www.yorkcounty.gov/727/Senior-Center-of-York
Directions
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Financial Security Management
SEC File# 801-81072
CRD# 116570
5 out of 5
Location 800 Diligence Dr # 100, Newport News, VA 23606, USA
Phone (757) 873-4947
Language http://www.gofsg.com/
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Jim Bellflower
Location 215 Cook Rd, Yorktown, VA 23690, USA
Phone (757) 877-2234
Language http://bellflowerfinancial.com/
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Burroughs Jarrett Team - Morgan Stanley
Location 701 Town Center Dr Suite 902, Newport News, VA 23606, USA
Phone (757) 597-9627
Language https://advisor.morganstanley.com/burroughs-jarrett-team?y_source=1_MTA4MjY5MDAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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First Command Financial Advisor - Shelby Barnetti
SEC File# 801-56942
CRD# 281958
Location 11827 Canon Blvd Suite 100, Newport News, VA 23606, USA
Phone (757) 873-0993
Language https://advisor.firstcommand.com/us/va/newport-news/scbarnetti
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Old Point Wealth Management
2 out of 5
Location 11780 Jefferson Ave suite d, Newport News, VA 23606, USA
Phone (757) 599-2200
Language https://oldpoint.com/our-services/trust/
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Korving & Company, LLC
5 out of 5
Location 1510 Breezeport Way #800, Suffolk, VA 23435, USA
Phone (757) 638-5490
Language http://www.korvingco.com/
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Colonial Financial Partners
Location 6420 George Washington Memorial Hwy, Yorktown, VA 23692, USA
Phone (757) 890-1234
Language https://www.colonialcpa.com/
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The Carder Hartman Pattisall Group - Morgan Stanley
Location 437 W Duke of Gloucester St, Williamsburg, VA 23185, USA
Phone (757) 259-7110
Language https://advisor.morganstanley.com/the-carder-hartman-pattisall-group?y_source=1_MTA4MjM1OTItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Colonial Harbor Gracious Retirement Living
3 out of 5
Location 2405 Fort Eustis Blvd, Yorktown, VA 23692, USA
Phone (757) 369-8305
Language https://www.seniorlivinginstyle.com/colonial-harbor/?utm_source=google&utm_medium=organic&utm_campaign=google-my-business&utm_term=5978
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Eagle Wealth Advisors, LLC
SEC File# 801-117505
CRD# 299219
Location 501 Village Ave, Yorktown, VA 23693, USA
Phone (757) 873-4409
Directions
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York County Planning Division
4 out of 5
Location 100 County Dr, Yorktown, VA 23692, USA
Phone (757) 890-3404
Language https://www.yorkcounty.gov/161/Planning
Directions
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York County Development Services
Location 102 County Dr, Yorktown, VA 23692, USA
Phone (757) 890-3531
Language https://www.yorkcounty.gov/232/Development-Services
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Next Financial Group
SEC File# 801-56786
CRD# 46214
Location 610 Thimble Shoals Blvd STE 102, Newport News, VA 23606, USA
Phone (757) 246-9733
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Point Comfort
Location 695 Town Center Dr, Newport News, VA 23606, USA
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Dominion Village of Poquoson
4 out of 5
Location 531 Wythe Creek Rd, Poquoson, VA 23662, USA
Phone (757) 868-0335
Language https://www.dominionvillagepoquoson.com/
Directions
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The Spencer Group - Morgan Stanley
Location 701 Town Center Dr Suite 902, Newport News, VA 23606, USA
Phone (757) 597-9613
Language https://advisor.morganstanley.com/the-spencer-group-10825088?y_source=1_MTA4MjUwODgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Retirement Planning in York County, VA

About York County, VA for Those Planning to Retire

York County, VA is a vibrant community located in the heart of the Tidewater region of Virginia. It is home to many landmarks that are steeped in history, such as the Yorktown Battlefield, the Watermen's Museum, and the Victory Monument. These landmarks are a testament to the rich cultural heritage of the area and serve as a reminder of the sacrifices made by those who came before us. The top employers in York County include the U.S. Navy, Newport News Shipbuilding, and the York County School Division. These employers provide a diverse range of job opportunities for residents and contribute to the economic growth of the area. Major highways and streets in York County include Interstate 64, Route 17, and Route 134. These roadways provide easy access to neighboring cities and towns, making York County a convenient location for both residents and businesses. York County is divided into several neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of York County, VA could benefit from a bank in a multitude of ways. For example, many individuals may need assistance with obtaining a loan or mortgage to purchase a home in the area. York County has a diverse range of housing options, including waterfront properties and historic homes, which may require specialized financing. Additionally, the county is home to several military bases, such as Joint Base Langley-Eustis, which could mean that service members and their families may need help with banking services that cater to their unique needs, such as military banking benefits or relocation services. Furthermore, York County has a thriving tourism industry, with popular attractions such as Colonial Williamsburg and Busch Gardens. A bank could provide financial services to local businesses in the tourism industry, helping them grow and contribute to the local economy. Overall, a bank in York County, VA could provide a wide range of financial services to residents and businesses, helping them achieve their financial goals and contribute to the community.

Insurance Broker

Residents of York County, VA can greatly benefit from the services of an insurance broker. These professionals have a wealth of knowledge and experience in the insurance industry, and can help residents navigate the complex and often confusing world of insurance. One specific way that an insurance broker can help residents of York County is by providing them with information about the unique risks and challenges that are specific to this area. For example, York County is located in a region that is prone to severe weather events, such as hurricanes and flooding. An insurance broker can help residents understand the types of coverage they need to protect themselves and their property from these types of risks. Additionally, an insurance broker can help residents find the best possible rates and coverage options for their specific needs, which can save them money and provide them with peace of mind.

Wealth Management

Residents of York County, VA can benefit greatly from the services of a wealth manager. With its thriving economy and diverse population, York County presents unique financial challenges that require personalized solutions. A wealth manager can help residents navigate the complexities of tax planning, retirement planning, and investment management. They can also provide guidance on estate planning and wealth transfer strategies, which are particularly important in a county with a high median home value. Furthermore, a wealth manager can help residents take advantage of the numerous opportunities for philanthropic giving in York County, whether through supporting local nonprofits or contributing to the county's rich cultural heritage. Overall, a wealth manager can provide invaluable support to York County residents looking to achieve their financial goals and secure their future.

Financial Advisor

Residents of York County, VA can benefit from the expertise of a financial advisor in several ways. For instance, a financial advisor can help them navigate the complexities of the local real estate market, which has been experiencing a surge in demand due to the county's proximity to major cities like Newport News and Williamsburg. Additionally, a financial advisor can provide guidance on tax planning and investment strategies that take into account the unique economic conditions of the county, such as its reliance on tourism and military spending. Furthermore, a financial advisor can help residents plan for retirement and manage their assets in a way that aligns with their long-term financial goals. With the help of a skilled financial advisor, residents of York County, VA can feel confident in their financial future and make informed decisions that maximize their wealth and security.

Mortgage Loan Officer

Residents of York County, VA can benefit greatly from the expertise of a mortgage loan officer. With the county's prime location in the Hampton Roads metropolitan area, there is a high demand for housing and a competitive real estate market. A mortgage loan officer can provide guidance and support to potential homebuyers, helping them navigate the complex process of obtaining a mortgage. This includes explaining the different types of mortgages available, helping buyers determine how much they can afford, and assisting with the application process. Additionally, a mortgage loan officer can help homeowners in York County refinance their existing mortgages, potentially saving them thousands of dollars in interest payments. With the county's diverse population and unique housing needs, a skilled mortgage loan officer can be an invaluable resource for residents looking to achieve their homeownership goals.

Tax Services

Residents of York County, VA can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help individuals navigate the complex tax laws and regulations specific to York County, VA. This includes understanding the local tax codes, such as the York County Real Estate Tax, which is based on the assessed value of a property. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may be eligible for, such as the Virginia Education Savings Trust deduction, which allows taxpayers to deduct contributions made to a Virginia 529 plan. Furthermore, a tax advisor can provide guidance on tax planning strategies, such as tax-efficient investments, that can help residents minimize their tax liability. Overall, a tax advisor can provide valuable assistance to residents of York County, VA in navigating the complexities of the tax system and maximizing their tax savings.

Estate Planning Lawyer

Residents of York County, VA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a will, which specifies how their assets will be distributed after their death. This is particularly important in York County, VA, which is home to many retirees and elderly residents who may have accumulated significant assets over their lifetime. An estate planning lawyer can also help residents set up trusts to protect their assets and minimize tax liabilities. Additionally, they can assist with healthcare directives and powers of attorney, which can ensure that a person's wishes are respected in the event of incapacity or illness. Overall, an estate planning lawyer can provide valuable guidance and peace of mind to residents of York County, VA, as they plan for the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in York County, VA are designed to help individuals prepare for their golden years. These services can include a comprehensive analysis of an individual's current financial situation, investment strategies, and risk management techniques. Retirement planners in York County, VA can also provide guidance on estate planning, long-term care insurance, and tax planning. One unique aspect of retirement planning in York County, VA is the proximity to historic Williamsburg, which provides retirees with a wealth of cultural and educational opportunities. Additionally, the area's rich history and natural beauty make it an ideal location for retirees who want to stay active and engaged in their community. A retirement planner in York County, VA can help individuals navigate these opportunities and create a retirement plan that meets their unique needs and goals.

York County, VA is the quintessential destination for anyone looking to get a retirement planner. The county's vast array of financial institutions and investment firms offer a diverse range of retirement planning services that cater to the individual needs of retirees. From the intricate details of estate planning to the nitty-gritty of investment management, York County's retirement planners are well-versed in all aspects of retirement planning. What sets York County apart from other retirement planning destinations is its unique blend of historical charm and modern amenities. The county's serene natural beauty, rich cultural heritage, and bustling business environment make it an ideal place to retire. Moreover, York County's retirement planners have a deep understanding of the local economy and can help retirees navigate the intricacies of retirement planning in the area. So, if you're looking for a retirement planner who can help you achieve your retirement goals, look no further than York County, VA.