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Charlottesville / Virginia / United States
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Wills & Associates, PC is located in Charlottesville, VA, and we strive to differentiate ourselves from other CPA firms. Because were a small firm, you receive personalized service beyond compare. With our knowledge and experience, clients receive the benefits of a personal relationship.We handle: Estates and trusts Business start ups Business advisory service and accounting payroll Accurate and fast bookkeeping Monthly write-up and bank recommendations Payroll and year end reports Tax planning and preparationOur accounting and tax experts can help with IRS problem resolution, payroll services, new business formation, financial planning, investing, estate and trust taxation, business sales, and other financial matters.Call Wills & Associates, PC today to get started with your free initial consultation.
Charlottesville / Virginia / United States
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Platt Financial specializes in providing financial solutions for those in the "wealth conservation" or "distribution" stages of their financial lives. Its financial advisors have over a combined total of 75 years of experience in the financial services industry. Call today to start planning for the future!
Charlottesville / Virginia / United States
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Trusted in Our Community. Focused On You.Raymond James Financial Services, Inc. Dean & Masloff has been operating in and around the Charlottesville area since 2008. As your premier financial planning firm we work hard for you making sure you are successful with your financial planning goals. We start with a customized plan that incorporates all aspects of your financial life. We know you rely on us to manage and protect your wealth. As independent advisors, we provide objective advice and will only consult you on what we believe would serve your financial interests. Some strategies for your financial future include: Financial Planning, Asset Management, Risk Management & Insurance, Business Solutions and much more.Let our independent team work for you. Trust us to bring you closer to your financial goals, and contact us today.
Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Our team is committed to helping busy people simplify their financial lives and navigate the complexity that comes with increasing wealth. Our focus is on stewardship, wise decision-making in light of your core values, and a comprehensive approach designed to help you increase clarity, confidence, and contentment regarding your finances. We believe you have more in your life besides money and prefer to rely on a team of dedicated professionals to help you responsibly manage your wealth while you enjoy other pursuits. Whether experiencing sudden wealth or the fruits of many years of careful investing, we believe our services can help enable you to plan comprehensively, invest wisely, give generously, and share visions with those most important to you. Our goal is to enable those with a stewardship mindset to live more generous lives and to foster increased impact and harmony within their families. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Charlottesville / Virginia / United States
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Need help filing taxes, including your federal tax return and state tax return? Your local Charlottesville H&R Block office is open January to April to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!
Charlottesville / Virginia / United States
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The Legacy Foundation is an independent fee-based advisory firm that specializes in financial planning for university professionals. Our goal is to add value to your financial experience through our services and programs. Our independence allows us to explore a wide range of investment vehicles and programs without the limitations of proprietary products, potentially increasing your chances for success.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Charlottesville / Virginia / United States
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I’ve gotten to know many local families as an Allstate agent in Charlottesville. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs. I’m committed to helping local residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency today.
Charlottesville / Virginia / United States
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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.
Charlottesville / Virginia / United States
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Located in Charlottesville, VA Hunter Wyant State Farm Insurance offers all types of insurance such as auto insurance, home insurance, life insurance, health, renters and business insurance. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Charlottesville / Virginia / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Charlottesville / Virginia / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Charlottesville / Virginia / United States
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Old Dominion Capital Management, Inc., is an independent investment counsel firm based in Charlottesville, Virginia, with offices in Charlottesville and Alexandria, VA. Founded in 1989, we provide a full spectrum of wealth management services. We are a registered investment advisor with the U.S. Securities and Exchange Commission pursuant to the Investment Advisers Act of 1940. Today we manage assets for over 300 client relationships throughout the United States.
Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Charlottesville / Virginia / United States
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Miller Financial Group serves as your trusted partner, seeking to understand your needs and provide you with objective advice and comprehensive strategies. We take great pride in our professionalism and integrity, which have helped us earn the long-term trust and appreciation of the individuals and families we proudly serve.
Charlottesville / Virginia / United States
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Garris and Company PC in Charlottesville, VA provide comprehensive accounting and tax services for business owners and individuals. With a focus on personal service and dedication to our clients, our experience includes: Tax preparation and planning Corporations Partnerships, LLCs, LLPs Not-for-profits Individuals, businesses, trusts and estates All states, part-year returns Certified public accounting Financial statement reviews and Full service bookkeeping, write-up and payroll preparation Accounts payable Accounts receivable Bank reconciliations Financial statement presentation for managements use Management and consulting Self-employed, small and large business consulting Technology, biotech, entrepreneurial start-up Medical practice formation and/or consolidation Capital needs and cash flow analysis Start-up planning and projections QuickBooks ProAdvisor Call Garris And Company PC today. Expect to be satisfied!
Charlottesville / Virginia / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Charlottesville / Virginia / United States
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Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisory firm that provides asset management and family office services to families, endowments, foundations and institutional investors. It offers equity, fixed income, outsourced and alternative investments services. The firm specializes in portfolio construction, risk management and diversification. Silvercrest Asset Management Group offers a range of family office services that includes bill paying, accounting, domestic employee payroll management, medical insurance administration and other similar personal accounting services. In addition, it offers its investment advisory clients a range of concierge services. Headquartered in New York, N.Y., Silvercrest Asset Management Group maintains a location in Charlottesville, Va.