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Lohr & Company

(38)

Future
Honesty
Confident

“I appreciate their knowledge and communication and I am confident that with every transaction they make for us that they have our own personal interest and goals at the forefront of their mind.”

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Wilkinson Wealth Management

(2)

“My questions are quickly answered with patience and detail and Jackie takes care to listen to the priorities of her clients, while also offering practical, sound advice.”

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Hantzmon Wiebel

(6)

Business Valuation

“I have been a client of Hantzmon Wiebel for over 15 years and have been very happy with the service they provide.”

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Morris & Wells Wealth Management

(17)

Market
Communication
Success

“I have been a client of Morris and Wells (previously known as Darrell and King) for over 30 years and have been very satisfied with their results and way of doing business.”

Featured

Meet John Wells: After graduating from UVA’s McIntire School of Commerce, John experienced time in Washington DC, London, New York City, and Philadelphia before returning to Charlottesville in 2010. He and his wife are raising two girls in the Charlottesville community. John loves spending time enjoying the natural beauty of the area, including volunteering as a trainer on the Wintergreen Ski Patrol. #morrisandwellswealthmanagement #morrisandwells #mwwm #wealth #wealthbuilding #weathmanagement #financial #financialfreedom #financialeducation #financialadvisor #assetmanagement #charlesschwab #meettheteam...

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M·cam International

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Miller Financial Group

(2)

“Jim only uses the best components his sales team is awesome.”

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The 24 firms listed for Charlottesville, VA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Charlottesville, VA

All 24 firms we list here are in Charlottesville itself. We have 30 firms in Charlottesville on file; this page shows the highest-rated 24. 12 of the firms on this page have a rating, from 4.0 to 5.0 across 85 reviews; 11 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 20 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Charlottesville take financial planning bookings online?

3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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