Banks & Credit Unions in White Stone, VA

We did the hard work of finding trustworthy partners in White Stone, VA. Fill out the form to get connected.

Start Here to Open a Bank Account

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bank Branches and ATMs in White Stone, VA

Blue Ridge Bank
Location 708 Rappahannock Dr, White Stone, VA 22578, USA
Phone (804) 435-0593
Directions
Atlantic Union Bank
4 out of 5
Location 284 N Main St, Kilmarnock, VA 22482, USA
Phone (804) 435-2681
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 895 Rappahannock Dr, White Stone, VA 22578, USA
Directions
Banks in White Stone, VA

Where White Stone, VA Banks & Credit Unions Serve

White Stone, VA is a charming town located in the heart of Virginia's Northern Neck region. It is home to several landmarks, including the historic Christ Church, which dates back to the 18th century and features stunning Georgian architecture. The town also boasts a beautiful waterfront area, perfect for boating and fishing enthusiasts. Top employers in the area include the Chesapeake Bank and Trust Company, as well as several small businesses and retail shops. Major highways and streets in the area include Route 3, which runs through the center of town, as well as Route 200 and Route 695. White Stone is divided into several neighborhoods, each with its own unique character and charm. These include the waterfront community of Windmill Point, as well as the more residential areas of White Stone Proper and Irvington. Whether you're looking for a quiet retreat or a bustling community, White Stone has something to offer everyone.

White Stone, VA Banking Related Services

Insurance Broker

Residents of White Stone, VA can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by providing guidance and support in selecting the right insurance policies for their individual needs. This is particularly important in White Stone, where many residents may be at risk of damage from natural disasters such as hurricanes and flooding. A knowledgeable insurance broker can help residents navigate the complexities of insurance policies and ensure that they have the right coverage to protect their homes and belongings in the event of a disaster. Additionally, an insurance broker can help residents save money by finding the best deals on insurance policies and negotiating with insurance companies on their behalf. Overall, working with an insurance broker can provide peace of mind and financial security for residents of White Stone, VA.

Retirement Planning

Residents of White Stone, 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 plan for each individual based on their specific financial goals and needs. For example, White Stone is a small town with a high percentage of retirees. A retirement planner can help these individuals navigate the complexities of retirement, such as managing their retirement savings, creating a budget, and planning for healthcare costs. Additionally, they can provide guidance on how to maximize Social Security benefits and minimize taxes. With the help of a retirement planner, residents of White Stone can feel confident that they are on track to achieve their retirement goals and live a comfortable life in their golden years.

Wealth Management

Residents of White Stone, VA could benefit from the services of a wealth manager in several ways. For instance, a wealth manager could help them create a comprehensive financial plan that aligns with their long-term goals and objectives. This plan could include investment strategies, retirement planning, estate planning, tax management, and risk management. Additionally, a wealth manager could provide guidance on how to optimize their portfolios and maximize their returns. With White Stone being a small town with a population of just over 350, many residents may not have access to the same financial resources as those in larger cities. A wealth manager can provide personalized advice and support to help them make informed decisions about their finances and achieve their financial goals.

Financial Advisor

Residents of White Stone, VA can benefit from the expertise of a financial advisor in numerous ways. One common way is by helping them create a personalized financial plan that aligns with their goals and objectives. This can include strategies for saving for retirement, paying off debt, and investing in the stock market. Additionally, a financial advisor can provide guidance on how to navigate the unique financial challenges faced by residents of White Stone, such as the high cost of living in the area. With their knowledge and experience, a financial advisor can help residents of White Stone make informed decisions about their money and achieve financial security.

Mortgage Loan Officer

Residents of White Stone, VA would greatly benefit from the expertise of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can provide guidance on the best loan options available to fit their unique financial situation. Specifically, in White Stone, VA, where the median home value is $230,000, a loan officer can help residents navigate the competitive housing market and secure a loan with favorable terms and rates. Additionally, a loan officer can assist with the complex paperwork and documentation required for mortgage applications, making the process smoother and less stressful for residents. With the help of a mortgage loan officer, residents of White Stone, VA can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of White Stone, VA can benefit greatly from the expertise of a tax advisor. With their knowledge of federal and state tax laws, a tax advisor can help residents navigate complex tax codes and identify deductions and credits that may be overlooked. This is especially important in White Stone, where many residents are self-employed or own small businesses. A tax advisor can help these individuals minimize their tax liability and maximize their profits. Additionally, with the recent changes to tax laws, a tax advisor can help residents stay up-to-date on the latest regulations and ensure they are in compliance. Overall, a tax advisor can provide invaluable guidance to residents of White Stone, VA, helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of White Stone, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help White Stone residents is by assisting them in creating a comprehensive estate plan. This can include drafting a will, setting up trusts, and designating beneficiaries for life insurance policies and retirement accounts. In a town like White Stone, which has a significant population of retirees and elderly individuals, estate planning is especially important. An estate planning lawyer can also help White Stone residents navigate the complex laws surrounding estate taxes and probate, ensuring that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs