Best Financial Advisors in Norfolk, VA

The highest-rated Financial Planning & Wealth Management firms out of 234 vetted & reviewed in the Norfolk area.

Owners Financial Services

Owners Financial Services

(9)
  • Firm
  • Debt
“These guys worked with us on two projects both involving some complicated corporate debt structure that we couldn't have possibly done ourselves.”
In Business Since 2014
Free Initial Consultation
999 Waterside Dr #2525, Norfolk, VA
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Dukes Financial

Dukes Financial

(1)
Income Planning, Life Insurance, Insurance Solutions
“Great financial planning firm”
In Business Since 2015
Accepts All Major Credit Cards
400 N Center Dr Bldf 3 Suite 212, Norfolk, VA
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Vaughan & Co

Vaughan & Co

(5)
Services For Individuals, Quickbooks Services, Business Services
“If you need a great CPA for your personal taxes or business, give them a call, you will not be disssapointed.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
468 S Independence Blvd # B116, Virginia Beach, VA
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Dream Financial Planning

Dream Financial Planning

(8)
  • Goals
“He was able to help me establish a efficient budget, track my expenses, and go over my packages for retirement to ensure I was on track with a plan that I will benefit from.”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
Market St, Reston, VA,
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Ravi B CPA & Company

Ravi B CPA & Company

(12)
Business Services, Tax Services, Services For Individuals
“I am using their services for the past few years and I am very pleased and would highly recommend for anyone who is looking for Tax services and the rest is assured that you are in good hands.”
In Business Since 2013
Family Business
Transparent Fees & Pricing
Offers Financing Options
Serving Norfolk Area
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Monument Wealth Management

Monument Wealth Management

(16)
  • Team
  • Question
  • Portfolio
“On the investment side, they manage it all in-house which helps to reduce unnecessary fees, maximize our returns and more importantly, create custom portfolios that don't restrict you to a template that may or may not be flexible to changing market c...”
In Business Since 2011
1701 Duke St #425, Alexandria, VA
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The Money Advantage

The Money Advantage

(16)
  • Life
  • Education
“I was brought to the place where I could confront my finances to see the reasonable expenses and income, determine the waste and where money was being efficiently used, and the areas where it was spent that could have been better spent to create the ...”
In Business Since 2017
1545 Crossways Blvd #250, Chesapeake, VA
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Virginia Wealth Management Group

Virginia Wealth Management Group

(2)
Investment Planning, Portfolio Management, Concierge Service
“My family made the decision to switch financial advisors several years ago as we wanted a long-term, personal relationship with our advisor.”
In Business Since 2011
4460 Corporation Ln Ste 180, Virginia Beach, VA
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David Calliott, CFP Financial Advisor: Davenport & Company

David Calliott, CFP Financial Advisor: Davenport & Company

(2)
“Knowledgeable and professional, he tells you what you need to know to get on the right track!”
In Business Since 2004
477 Viking Dr Suite 200, Virginia Beach, VA
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Financial Consultants America

Financial Consultants America

(1)
“I was a little hesitant to go with a financial company at first because I didn't have a large amount of money but FCA has always treated me like a millionaire.”
In Business Since 2005
2104 W Laburnum Ave Suite 101, Richmond, VA
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Bleakley Financial Group Tidewater

Bleakley Financial Group Tidewater

(1)
Working With Us, Fee-Based Planning, In the News
“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.”
In Business Since 2020
Serving Norfolk Area
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Woods Financial

Woods Financial

(13)
  • Retirement
  • Investment
  • Family
“With their help we will be able to exceed our current monthly spend with secured income ensuring that our expenses will be easily met when I am ready to retire.”
In Business Since 2008
Coupons & Offers
Licensed, BBB Accredited
Accepts All Major Credit Cards
129 Hanbury Rd W #103, Chesapeake, VA
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Norseman Advisory Group

Norseman Advisory Group

(2)
Financial Solutions, Social Security Maximization, Investment Management
“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.”
In Business Since 2009
Licensed, BBB Rating: A+
Coupons & Offers
11818 Rock Landing Dr Ste. 103, Newport News, VA
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Retirement Planning and Investment Management Services in Norfolk, VA Cost Estimates

Minimum cost
$1225
Maximum cost
$10411
National Average
$3675
Avg Per Hour Rates
$368
$2450
$6736
Typical price range is based on 356 cost profiles
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Average Cost $3675
Minimum cost $1225
Maximum cost $10411
Avg Per Hour Rates $368

Fair range $2450 to $6736 is based on 356 cost profiles.

Why these companies made our list

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