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Mason & Associates

(50)

Estate Planning, Social Security Benefits, Investment Advisory Services

“They have guided us with all of our financial needs including our wills, social security options, power of attorney documents, trust, insurance needs, long term health care and tax planning.”

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Norseman Advisory Group

(3)

Pre-Retirement & Post Retirement Planning, Legacy Planning, Tax & Efficient Strategies

“I was looking for a Financial Advisor who specialized in retirement planning and being a fiduciary was an important factor for me, which is exactly what Paige Fraasch offers.”

i

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MCM Financial

(6)

“Matt is not only on top of all of the latest financial tools available to his clients, he is also plugged in to the needs of his clients and how to best invest for them and their future.”

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Rich Holden - Raymond James

Services, Services

“Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can h...”

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James Bales Financial

(1)

“WONDERFUL fiduciary!!!”

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Dawkins Financial

“Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. The risk range shown describes the comfort zone for your investments. Over the next six months, it represents a hypothetical target that you wou...”

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Pathway Financial Planning

(3)

Investment Philosophy, Financial Planning/Wealth Management, Divorce

“Oscar is absolutely invaluable in helping us navigate the issues required to qualify for aid and attendance - a program for war vets.”

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Joss Brown Wealth Advisors

(3)

“My retirement planning got some really great perspective & tweaking, I walked away with great advice & peace of mind.”

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Noffsinger Financial Group

(1)

“Great place.”

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Teagle Financial Services

Foundations, Private Wealth Management, Group/Plan Sponsors

“I serve a variety of individuals, families & small businesses to help them identify and pursue their financial goals. I monitor progress toward those goals, making recommendations and periodic adjustments as needed along the way. I ensure all of my c...”

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Point Comfort Wealth Management

Tax Matters, Wealth Management Solution, Corporate Retirement Plans

“When we meet for the first time, most people are unaware of the true level of risk they are taking in their existing investments. Some carry a much higher level of risk than they realized as markets have trended largely upward. Others are unaware the...”

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Family CFO Services

High Net Worth Families, Seize Today - It's Easy to Get Started, Women

“Journey Confidently TM toward your financial goals with a comprehensive strategy to encompass all of life - wealth, cash flow, taxes, insurance, gifting, income and expense planning, estate planning and your legacy. FP”

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Brigham, Calhoun, Whitson & Associates

(8)

Accounting, Payroll, Tax Preparation

“We have been though divorce, multiple IRS audits, corrections, and other states claiming that I have owed them taxes before and all situations were handled promptly and professionally resolved.”

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Financial Fit Club

(49)

Decision
Company
Tax

“This has been A great journey in mastering credit and learning to master finances working with Financialfit Club and Greg Scott and his company is the best at what they do...”

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VCL Financial

(22)

Accounting, Tax Preparation, Bookkeeping

“What stood out the most is there was a major error in her building that effected everyone, Dominique did not get frustrated or have us come back another day she simply pivoted and created her own solution to the issue, a true professional.”

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Newtown Tax Service

(29)

Questions
Mind
Knowledge

“As a small business owner, my tax situation was very complicated and made even more difficult this year because of the retirement of my long-time accountant, plus corporate and family changes too, that left me feeling financially exposed and pressure...”

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Wilson Law, PLC

(14)

Gun Trusts, Physicians Planning, Corporations and Partnerships

“We truly had no knowledge of estate planning and she and Nic were so patient in explaining the process and putting together what is needed for us to feel confident we are doing what is right for ourselves and our children.”

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Diamond Tax Services

(11)

Financial Planning, Bookkeeping, Payroll Services

“One of the greatest services I have ever received.”

i

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Old Point National Bank

(5)

Team

“I appreciate all the assistance from representatives of Old Point and other organizations that have been working on the refinancing of my home.”

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Bleakley Financial Group Tidewater

(2)

Fee-Based Planning

“I would highly recommend this firm to anyone, at any position on the investment journey - first timer, career professional, retirees, military families - Tracy and Harold's personalization can meet the needs of any client - no doubt!”

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Legacy Financial Group - Raymond James

(2)

Portfolio Management, Services, Longevity Planning

“I highly recommend them to anyone looking for professional financial services and advice.”

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American Assurance USA

(9)

Questions
Policy

“I was listened to and asked questions to properly assess my situation and needs I am not an expert in this area, but I now feel much more educated and knowledgeable as well as secure that I have the coverages that I need.”

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Bay Rivers Group

(3)

“I also love that they are not tied to any large financial institution which gives them so much latitude when dispensing advice and executing a sound financial plan.”

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Jamestowne Investments

(2)

“He meets with us regularly and takes his time reviewing our stock portfolio and how it fits into our financial goals.”

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Average Cost	$3630
Minimum cost	$1210
Maximum cost	$10285
Avg Per Hour Rates	$363

Best Financial Advisors in Newport News, VA

The highest-rated Financial Planning & Wealth Management companies out of 141 vetted & reviewed in the Newport News area.

Mason & Associates

Norseman Advisory Group

MCM Financial

Rich Holden - Raymond James

James Bales Financial

Dawkins Financial

Pathway Financial Planning

Joss Brown Wealth Advisors

Noffsinger Financial Group

Teagle Financial Services

Point Comfort Wealth Management

Family CFO Services

Brigham, Calhoun, Whitson & Associates

Financial Fit Club

VCL Financial

Newtown Tax Service

Wilson Law, PLC

Diamond Tax Services

Old Point National Bank

Bleakley Financial Group Tidewater

Legacy Financial Group - Raymond James

American Assurance USA

Bay Rivers Group

Jamestowne Investments

Retirement Planning and Investment Management Services in Newport News, VA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newport News

Popular in Newport News