Fredericksburg, VA

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Fredericksburg, VA
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Best Financial Advisors in Fredericksburg, VA

Handpicked from 197 vetted & reviewed Financial Planning & Wealth Management firms in the Fredericksburg area, discover the top 5 standout choices among the selected group of 24 finalists.

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Community Financial Group

Community Financial Group

(2)
Asset Map, Risk Management & Insurance, Estate Planning & Charitable Giving
“Samuel Jerome was extremely helpful making sure we understood everything and keeping us in our safe zone!”
In Business Since 2015
Accepts All Major Credit Cards
107 Amelia St, Fredericksburg, VA
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Commonwealth Business Services

Commonwealth Business Services

(41)
Quickbooks Services, Tax Services, Services For Individuals
“My accounting needs have grown over those 13 years from one small business to multiple businesses accounts, rental properties, estate filings and several others.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
608 Westwood Office Park, Fredericksburg, VA
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Patriots Tax & Accounting Service

Patriots Tax & Accounting Service

(50)
Estate & Trust Tax Services, Tax Relief, Tax Planning
“If you're looking for a knowledgable CPA Carlo is it, in addition to my tax filing, Carlo also restructured my business entity so that it is aligned properly based on my business needs.”
Offers Financing Options
In Business Since 2020
Transparent Fees & Pricing
3920 Plank Rd # 100, Fredericksburg, VA 22407
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The Bramble Law Firm

The Bramble Law Firm

(15)
  • Advice
  • Sound
  • Sole Custody
“Well thanks to Tori's hard work ,determination, Candor, skill & professionalism she really came through In a big way and was able to help me get Sole or sole physical custody !”
In Business Since 2020
1320 Central Park Blvd Ste 200, Fredericksburg, VA 22401
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Kelemen & Stephens

Kelemen & Stephens

(3)
Industries, Quickbooks Services, Business Services
“Always done a phenomenal job even as we have moved across the country for jobs.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1997
Accepts All Major Credit Cards
1601 William St, Fredericksburg, VA 22401
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Wood Accounting & Advisory Services

Wood Accounting & Advisory Services

(16)
Bookkeeping Services, Tax Services, Services For Individuals
“My issue was resolved in a timely manner and uploading documents and information was extremely easy along with clear directions and updates on what was needed to advance to the next step.”
In Business Since 2019
Transparent Fees & Pricing
1005 Jon's Pl, Fredericksburg, VA 22401
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Premier Accounting & Bus Adm

Premier Accounting & Bus Adm

(1)
Tax Planning, Business Valuations, Payroll Services
“They are the reason we are sane and able to keep working the way we do.”
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
816 William St Suite A, Fredericksburg, VA 22401
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Affordable Home Loans

Affordable Home Loans

(21)
  • Money
  • House
  • Questions
“I recently purchased a home with the help of the Affordable Home Loans team, whom have assisted me with multiple purchases and refinances over the years.”
In Business Since 2009
5201 E Philippi Pl #9349, Fredericksburg, VA 22407
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Bouchard & Associates

Bouchard & Associates

(2)
Information Request, Disability Income Insurance, Long-Term Care Insurance
“When my husband was dying, he sat with us for hours and gave us a check list of how to proceed so we were ready.”
In Business Since 2011
904 Princess Anne St # 101, Fredericksburg, VA 22401
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EN Consulting

EN Consulting

(4)
  • Running
“You also handled me with true understanding and professionalism.”
In Business Since 2023
2003 Plank Rd #1196, Fredericksburg, VA
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Baksy & Associates

Baksy & Associates

Access Your Accounts, Tell A Friend
“Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overv...”
In Business Since 2000
2217 Princess Anne St, Fredericksburg, VA 22401
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Turko Tax & Accounting

Turko Tax & Accounting

Industries, Quickbooks Services, Tax Services
“As your trusted advisor, we're here to be a partner, a financial confidant to talk about your business and financial needs. We're with you every step of the way, using proven strategies, reporting methods, and technology. Cash flow analysis, effectiv...”
Free Initial Consultation
Offers Financing Options
In Business Since 2020
Transparent Fees & Pricing
1320 Central Park Blvd Suite 200, Fredericksburg, VA 22401
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Shalom Consulting Group

Shalom Consulting Group

(3)
“I would give 10 stars for that great service I just got today.”
In Business Since 2013
Accepts All Major Credit Cards
10826 Courthouse Rd c, Fredericksburg, VA
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The Financial Spa

The Financial Spa

“However, once I began to understand the psychological influences of my spending and THE WHY.... is when I started to rewrite my financial narrative. I am incredibly passionate about Financial Therapy because it works and is often the missing piece of...”
In Business Since 2016
Transparent Fees & Pricing
Kings Hwy, Fredericksburg, VA 22405
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Redco/Rappahannock Economic Development Corporation

Redco/Rappahannock Economic Development Corporation

(1)
“Excellent, Great partners and wonderful people, strong expertise”
1125 Jefferson Davis Hwy Suite 420, Fredericksburg, VA
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Northwestern Mutual

Northwestern Mutual

(1)
“Robert Billingsley will without a doubt go out of his way to help anybody achieve any goal they desire.”
725 Jackson St #216, Fredericksburg, VA 22401
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Robey CPA

Robey CPA

“Robey CPA, PLLC is dedicated to providing sound and competent expert advice and guidance through open and timely communication, high standards of excellent service and advice, and professionalism so that our clients may achieve their goals, both prof...”
In Business Since 2012
Eagle Village Executive Offices, 1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401
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Burleson Financial Strategies

Burleson Financial Strategies

918 Princess Anne St, Fredericksburg, VA
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Alna Financial

Alna Financial

“CERTIFIED FINANCIAL PLANNER™ (CFP®) The CERTIFIED FINANCIAL PLANNER™ certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a...”
In Business Since 2020
1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401
Featured

Are you prepared for the future? Estate planning can seem complex and overwhelming, but it doesn't have to be. Join us for an informative webinar where we simplify the basics of estate planning, helping you secure your assets and ensure your wishes are honored. Whether you're just starting or need a refresher, this webinar is designed to provide you with the essential knowledge you need.

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The Carolina & Rappahannock Wealth Advisors

The Carolina & Rappahannock Wealth Advisors

“(2) Follow up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the securities or the rendering of personalized investment advice for compensation, as the case ma...”
In Business Since 2014
Licensed
2217 Princess Anne St #106, Fredericksburg, VA 22401
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BRS CPA

BRS CPA

(10)
Quickbooks Services, Financial Advisory Services, Accounting Services
“I was very happy with Brian and very lucky because he took me on the last minute because I had all info in order.”
In Business Since 2019
Serving Fredericksburg Area
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Multiservices Between Latinos

Multiservices Between Latinos

(17)
“It really shows the love and passion and dedication they have as professionals of what they do, who don't scam people out of their money like other places do!!!”
In Business Since 2021
Serving Fredericksburg Area
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Markios Accounting & Tax Services

Markios Accounting & Tax Services

Bookkeeping Services, Tax Services, Services For Individuals
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Free Initial Consultation
In Business Since 2008
Transparent Fees & Pricing
Serving Fredericksburg Area
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S.g.t. Services

S.g.t. Services

(7)
“Will use again and would highly recommend to anyone!”
Free Initial Consultation
Emergency Services
In Business Since 2017
Licensed
Serving Fredericksburg Area
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Retirement Planning and Investment Management Services in Fredericksburg, VA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 428 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 428 cost profiles.

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