Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Financial Planning
SunTrust Bank
510 South Jefferson Street SW, Roanoke, VA, 24011
Main:
(888) 786-8787
Fax:
(540) 982-3001
Financial Planning and Education
The Women's Center
133 Park Street NE, Vienna, VA, 22180
Main:
(703) 281-2657
Fax:
(703) 242-1454
Financial Planning
Thomas Hancher & Company
1658 State Farm Blvd # A, PO Box 948, Charlottesville, VA, 22911
Main:
(434) 979-8133
Fax:
(434) 979-7283
Individual Development Accounts
Total Action For Progress (TAP)
302 2nd Street Southwest, Roanoke, VA, 24011
Main:
(540) 777-4673
Financial Planning
Trendline Capital Management
4820 Lake Brook Drive Suite 125, Glen Allen, VA, 23060
Main:
(804) 323-9100
Toll Free:
(800) 229-6996
Fax:
(804) 323-9198
Financial Counseling
Union Mortgage Group
7619 Little River Turnpike Suite 400, Annandale, VA, 22003
Main:
(703) 941-0711
Toll Free:
(800) 275-6958
Fax:
(703) 658-8636
Financial Planning
Virginia Asset Management
130 Wylderose Drive, Midlothian, VA, 23113
Main:
(804) 330-0711
Toll Free:
(800) 787-1716
Fax:
(804) 330-0880
Financial Planning - Estate, Taxes & Life Care Planning
XML Financial Group
7600 Leesburg Pike, Suite 120 East, Falls Church, VA, 22043
Main:
(703) 827-2300
Toll Free:
(800) 842-8834
Fax:
(703) 827-2314
Statewide and Nationwide
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Financial Services
4Financial Solutions, LLC
4435 Waterfront Drive, Suite 400, Glen Allen, VA, 23060
Main:
(804) 221-9717
Financial Planning
Blue Ridge Agents Insurance
141 West Boscawen Street, Winchester, VA, 22601
Main:
(540) 431-4373
Financial Advisors
Underhill Financial Advisors
P O Box 111, Partlow, VA, 22534
Main:
(804) 448-5300
Fax:
(804) 448-4832
Financial Education Assistance, Military Caregivers
USAA Life Insurance Company
9800 Fredericksburg Road, USAA Building, San Antonio, TX, 78288
Main:
(210) 531-8722
Toll Free:
(888) 503-1168