Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Financial Planning and Investments
Equity Concepts
2550 Gaskins Road, Henrico, VA, 23238
Main:
(804) 285-4463
Toll Free:
(800) 936-6166
Fax:
(804) 285-4463
Savings Assessment and Financial Education (S.A.F.E.)
Final Salute
2800 Eisenhower Ave, Suite 220, Alexandria, VA, 20168
Main:
(703) 224-8845
Toll Free:
(866) 720-9171
Financial Services
First Command Financial Services
701 Mariners Row Suite 200, Newport News, VA, 23606
Main:
(757) 873-3622
Fax:
(757) 873-3815
Financial Counseling for Veterans
Freedom Center
22 West Washington Street, Petersburg, VA, 23803
Main:
(804) 691-4905
Fax:
(804) 835-9172
Financial Planning
H & R Block Financial Advisors
9450 Fairfax Blvd , Suite 24, Fairfax, VA, 22031
Main:
(703) 359-0497
Toll Free:
(800) 315-1900
Fax:
(703) 560-1983
Retirement, Investment, Tax Planning
Hahn and Associates, P.C.
313 Park Avenue Suite 200, Falls Church, VA, 22046
Main:
(703) 533-3777
Fax:
(703) 533-3779
Personal and Retirement Financial Planning
Hollins and Hur CPAs
8506 Wellington Road, Suite 201, Manassas, VA, 20109
Main:
(571) 222-4765
Fax:
(571) 208-0469
Financial Planning
Humane Investing, LLC
10218 Wolfe Manor Court, Suite 302, Glen Allen, VA, 23060
Main:
(804) 441-1839
Toll Free:
(800) 229-4121
Fax:
(804) 747-6559
Personal Finance and Retirement Planning
JM Lesko Financial
800 East Rochambeau Drive, Suite F-170 , Williamsburg, VA, 23188
Main:
(757) 566-8445
Fax:
(757) 741-2629
Financial Planning
John Fiege, CFP
34 Market Street, Onancock, VA, 23417
Main:
(757) 302-6131
Fax:
(757) 302-6132
Financial Counseling
Joint Base Landley-Eustis
705 Washington Boulevard, Fort Eustis, VA, 23604
Main:
(757) 878-3638
Fax:
(757) 764-6752
Financial Planning
Lincoln Financial Advisors, Virginia Beach
One Columbus Center, Suite 800, Virginia Beach, VA, 23462
Main:
(757) 777-3149
Financial Advisor
Lincoln Financial Group, Manassas
8219 Leesburg Pike, Suite 200, Vienna, VA, 22182
Main:
(703) 821-1685
Financial Planning
Mass Mutual Greater Richmond
100 Eastshore Drive #300, Glen Allen, VA, 23059
Main:
(804) 346-1011
Toll Free:
(888) 324-1602
Fax:
(804) 747-8547
Financial Services
Metlife Financial Services
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 282-7522
Toll Free:
(800) 638-5433
Tax Planning and Money Management, Reston
MillerMusmar
2100 Reston Pkwy Suite 400, Reston, VA, 20191
Main:
(703) 437-8877
Fax:
(703) 437-8937
Financial Services
Old Point Trust & Financial Services, N.A.
11751 Jefferson Avenue, PO Box 6270, Newport News, VA, 23606
Main:
(757) 728-1264
Toll Free:
(800) 952-0051
Fax:
(757) 873-9365
Retirement Planning
Personal Financial Planning, Inc.
3536 Brambleton Ave, Suite 8A, Roanoke, VA, 24018
Main:
(540) 774-8700
Toll Free:
(800) 774-9873
Fax:
(540) 774-8788
Financial Assistance, Tax Preparation
Ravi Bhatia CPA
44110 Ashburn Shopping Plaza, Suite 223, Ashburn, VA, 20147
Main:
(703) 543-9258
Fax:
(703) 649-6116
Financial Adviser in Fairfax
Raymond James & Associates
4035 Ridge Top Road, Suite 550, Fairfax, VA, 22030
Main:
(703) 222-5899
Toll Free:
(800) 982-3035
Fax:
(202) 872-5949
Financial Planning
Richmond Financial Group, Office of MetLife
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 282-7522
Fax:
(804) 282-6370
Financial Planning
Signature Estate & Investment Advisors
1650 Tysons Blvd Suite 1575, Tysons, VA, 22102
Main:
(703) 940-3000
Toll Free:
(844) 344-2991
Fax:
(703) 738-2259
Financial Planning
Spire Investment Partners
7918 Jones Branch Drive, Suite 800, McLean, VA, 22102
Main:
(703) 748-5800
Toll Free:
(888) 737-8907
Fax:
(703) 748-1372
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