“He is patient and has been so attentive helping us navigate the best investment options for our family.”
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Montvue Capital Management
(1)
Businesses and Retirement Plans, Endowments
“They seem like a little family too, since they speak well of each other, including of former employees.”
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Legacy Wealth Management Group
(3)
Access Black Diamond, Access Your Account, Broker Dealer VS. Registered Investment Advisor
“Excellent customer service and will do their best to help you make the right financial decisions .”
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Lynchburg Wealth Management
(4)
“Since he is a fuduciary he only makes money when you make money which lets you know he has your best interest in mind and is not just trying to sell you something just to make money.”
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Jeffrey Wealth Management-Jeffrey W. Myers, Aams
(1)
“Best place to make investments in the US.”
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Shelton & Company, Cpas
“Thank you for visiting our website. Our internet address says it all. We specialize in providing the highest quality accounting, tax and consulting services to the construction industry. Our goal is to create a lasting working relationship with you a...”
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Davidson Doyle & Hilton
(3)
“I appreciate that they are familiar with accounting rules in California even though they are located in Virginia.”
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Kumar Financial & Insurance
(1)
“I've known Jay for 7 yrs and he's a very knowledgeable person in finance, insurance and medicare.”
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Century 21 All-Service
(1)
“Good group of people to help find or sale your home.”
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Vision Financial Group
Smartvestor Pro, Services
“Check the background of investment professionals on FINRA's BrokerCheck Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Mem ...”
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McCray Financial Group
Business Owners, Individual and Families, Retirement Plans
“We can help you obtain your financial goals no matter where you are in your retirement journey. With over 28 years of experience in helping clients navigate retirement, we've seen all types of economic cycles and market fluctuations across the financ...”
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Christian De Paul - Depaul Wealth Management
(2)
“Very knowledgeable and professional !!!!”
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Wilkes Tax & Bookkeeping
(1)
“Very dependable and easy to work with.”
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Wood Creek Capital Advisors
“At Wood Creek Capital Advisors, we know that one of the biggest decisions one has to make is choosing the right financial advisor. Being community oriented, we offer our clients a level of personalization and communication to ensure our clients feel ...”
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Servus Capital Management
“As a Financial Advisor our goal is: Helping you achieve the purpose and plan for your life, through financial planning and portfolio management. Contact us for a free review. Founded by Allan Malina in 2009, Servus Capital Management (SCM) is a Regis...”
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Loper Financial
“Hi. I'm Abe Loper. Protecting and growing your assets should be the priority of your advisor, and that advisor should blend your personality type and risk tolerance with their own industry knowledge and expertise to achieve the best outcomes availabl...”
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LPL Financial
“Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avo...”
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Benchmark Accounting
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Miller & Associates
(1)
“Being a new client Mr Miller took the time to personally go over my tax history.”
“Closely-held businesses come with multiple opportunities and challenges. Our suite of services includes business continuity planning, retirement planning, executive benefits, tax efficient strategies and individual financial planning for owners and e...”
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Investment Leadership
“At Investment Leadership, LLC, we believe that defining the “it” of this question is a crucial step in developing an investment plan. In many instances, the “it” has never been quantitatively defined. Whether you want to have sufficient funds stashed...”
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Virginia Retirement Specialist
Money, Investment, Retirement
“Welcome, we're Virginia Retirement Specialists, Inc.We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirem...”
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Retirement Planning and Investment Management Services in Lynchburg, VA Cost Estimates