Best Financial Advisors in Newport News, VA

“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.”

“Not only that, John and his team connects at a personal level, exceeding what is truly required, to ensure they understand their client's needs and desires for financial freedom in retirement.”

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

“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.”

“WONDERFUL fiduciary!!!”

“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...”

“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”

“We had our estate planning done by another attorney several years ago and needed to update documents. Donna Wilson found several errors and inconsistencies in our old documents that would not only have cost us more money, but could have left us and o...”

“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...”

“In March 2010, President Obama signed comprehensive health reform, the Patient Protection and Affordable Care Act (ACA), into law. The law makes preventive care—including family planning and related services—more accessible and affordable for many Am...”

“I first came in to have my business taxes done after they looked them over for the past two years he asked for just a little more information found out things my last tax prep guy didn't do corrected amended me two years and glad to say the check is ...”

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

“You'll never find a "one-size-fits-all" approach with Rob; he does the hard work to get to know his clients before equipping them with perfectly tailored plans and products.”

“Welcome! Thank you for visiting our website. We are a branch office of Securities America, Inc., located in the New Town section of Williamsburg, Virginia. We understand that everyone is unique and faces different challenges with their finances. Our ...”

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

“He worked with me and the IRS, to help me get my taxes paid off.”

“We really appreciate how they have taken the time to get to know us personally; to understand our personalities and our goals; and then how they've advised us to take the same strategies they themselves have taken.”

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