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Upward Financial Planning

(30)

Wealth Management, Financial Planning, Tax Planning and Preparation

“Daniel made the entire process easy and painless, provided us with expert guidance, fully explained all of our options, and has been a true partner and steward of our portfolio.”

Featured

Investing goes beyond merely allocating your funds. It requires a nuanced blend of strategy, foresight, and expert advice. This understanding is at the core of Upward Financial Planning, conveniently located in Roanoke, VA. Perhaps you've been pondering over the question, "How should I manage my investments?" If so, look no further. Our highly-regarded team of investment advisors, captained by the proficient Daniel Colston, CFP®, is committed to shedding light on the intricate maze of investment choices and strategies. We believe that each individual's financial aspirations are unique. Hence, our wealth management approach is meticulously tailored around your specific financial objectives. This personalized strategy ensures that every investment decision made not only aligns with your goals but also strives to maximize your returns in the process. Embarking on an investment journey doesn't have to be daunting. With Upward Financial Planning, you'll have a partner to guide you through each step, making informed decisions along the way. Take the first step towards achieving your financial dreams. Reach out to us today to get started.

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Martin Wealth Solutions

(37)

Information
Retirement
Team

“I'm only 4 or 5 years away from retirement and MWS helped us move our fragile nest egg to a better place (with lower fees) during very tumultuous times across all markets.”

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360 Wealth Consulting

(26)

Ai-Enhanced Accounting, Wealth Management, Payroll Services

“After spending a good deal of time discussing my concerns, seeing how Michael and Jeremy respond to client issues and being impressed with their approach, I moved not only my personal accounts over to them, but also the responsibility for managing my...”

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American Financial Planning

(3)

Investment Management, Financial Planning, Tax Preparation

“Maynard also helped our daughter prepare for college by recommending guidelines to maximize her access to college funds, completing her FASFA and discussing career opportunities that would fit her special gifts and talents.”

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Stinnette, Craighead & Golston

(4)

“Top notch accounting firm, really on top of their game, love doing business here!!!!!”

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Integrity Financial Planning

(2)

Wealth Enhancement, Wealth Preservation & Protection, Charitable Giving

“Brian is very thorough and I am impressed by his attention to detail.”

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Taylor Financial Group

Client Forms/Documents

“Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the...”

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Valley Financial Solutions

(3)

Estate Planning Strategies, Business Services, Retirement Planning

“Rob and Jeff are great to work with and are able to set realistic expectations.”

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IFA Wealth

(4)

Calculators, Videos, Flipbooks

“I felt like they really tailored a program that fits my needs.”

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Budd & Company, PLC

(1)

Business Services, Services For Individuals, Tax Services

“He has been great to work with and surpassed my expectations every year.”

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Wayne Firebaugh

(2)

Retirement Tax Planning, Retirement Income Planning, Small Business Operations

“Very nice man great business..”

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Bluewater Financial Services

(1)

“Just call or stop in to find out..”

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Sagecreek Planning & Investments

(1)

Families, Who We Help Families Business Owners Pre-Retirees & Retirees, Financial Calculators

“Retired happily with John Bradberry's help.”

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Bible Accounting Enrolled Agents

(3)

Business Services, Services For Individuals, Tax Services

“Very knowledgeable and helpful to small business owners!”

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Ayers Financial Services

(4)

Retirement

“They explain all your options, in great detail, and listen to your retirement wants and needs and help you be much more educated in preparing you for your retirement years.”

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Beacon Wealth Consultants

(2)

“The ongoing interaction with transparency gives evidence that my interest is protected.”

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Blue Ridge Financial

(1)

“I was hesitant but upon meeting Amy I was straight away put at ease, Amy is approachable, professional and thorough.”

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McLeod Enterprises

“Our company operates and manages a diverse group of entities in the fields of child care, family recreation, education, real estate and property management and philanthropy in the Roanoke, VA area and surrounding communities. All with the aim of help...”

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Valley Accounting

(3)

“Positive Responsiveness, Quality, Professionalism, Value”

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Stanley G. Boatwright

Accounting Services, Tax Services, Estates and Trusts

“Stanley G. Boatwright, PC is an independent Roanoke CPA firm, serving Roanoke, Salem, Vinton and surrounding areas for over 30 years. Our Roanoke accountants provide accounting, tax, QuickBooks and consulting services to individuals, businesses, esta...”

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Frank A. Leyes & Associates; Private Wealth Management

(1)

“Have always been please with the advice and interactions I have had with this office.”

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Peakvalley Wealth

“The name PeakValley Wealth came from a discussion sitting at a coffee shop talking about what name would best represent who we are and what we do. The areas in which we live and work are defined by the peaks of the Blue Ridge and Appalachian Mountain...”

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Secure Financial Group

“Bryan Rich has been serving clients for over 30 years. He strives to teach a balanced approach to retirement while highlighting both the positives and negatives of options available. He began his financial services career in North Carolina in 1992 up...”

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Premiere Credit Solutions

“Schedule a free comprehensive over-the-phone consultation- During this consultation call with a credit expert, you will review your reasoning as to why you would like to repair your credit. Your goals, and the credit repair steps and expectations.”

FAQs

Which Items Can Your Company Assist In Removing?

With our assistance and document processing, our clients have had great success with bankruptcies, foreclosures, collections, charge-offs, repossessions, medical bills, credit card debt, inquiries, late payments, old addresses, judgments, tax liens and student loans.

What Can I Expect Once I Sign Up?

Our team will guide you through the entire process from start to finish and prepare all your documents for you. Our team is knowledgable and certified to assist any client and their needs. We have experience working with creditors and credit bureaus. It may be difficult for an individual to communicate with creditors and bureaus without an adept understanding of their techniques and federal and state regulations in place for credit reporting. We have spent a great deal of time learning the laws that will help you to remove negative information on your report. You will have a dedicated team of experts behind you every step of the way.

Why Are Your Results Different From Others?

Sometimes, the creditors and the credit bureaus have done absolutely everything right and we have no case against them. On average, clients are able to remove 70-80% of the negative items from a credit report.

What is the 100% money-back guarantee?

You are entitled to a 100% refund if: We do not remove any negatives that we worked on; Within 120 days (4 consecutive months) from the time that you retain our services. You have not used a credit-consulting/repair agency while having us retained nor attempted to repair your own credit at least 1 year prior to signing up for our services. You have had no new collections or missed payments during the time frame we are assisting you. You have maintained credit monitoring services at all times during the time frame we are assisting you. You agree & have sent updated reports/responses from the three credit bureaus & creditors to us within 5 days of receipt. You should receive updated credit reports every 30-45 days and have made us aware if updated reports have not been received in that timeframe.

Is Credit Repair Legal?

Yes! Our document processing services coupled with the education we provide will help use the law in your favor. The CCPA (Credit Consumer Protection Act) includes several important laws, including the Truth in Lending Act, Fair Credit Reporting Act, and Fair Debt Collection Practices Act. Plus, many more! The Truth in Lending Act (TILA) protects you against inaccurate and unfair credit billing and credit card practices. The Fair Credit Reporting Act (FCRA) is a federal law that helps to ensure the accuracy, fairness, and privacy of the information in consumer credit bureau files. The Fair Debt Collection Practices Act (FDCPA) was designed to eliminate abusive, deceptive, and unfair debt collection practices.

We try to answer commonly asked questions like these on the FAQ page of our website.

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Average Cost	$3483
Minimum cost	$1161
Maximum cost	$9868
Avg Per Hour Rates	$349

Best Financial Advisors in Roanoke, VA

The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Roanoke area.

Upward Financial Planning

Martin Wealth Solutions

360 Wealth Consulting

American Financial Planning

Stinnette, Craighead & Golston

Integrity Financial Planning

Taylor Financial Group

Valley Financial Solutions

IFA Wealth

Budd & Company, PLC

Wayne Firebaugh

Bluewater Financial Services

Sagecreek Planning & Investments

Bible Accounting Enrolled Agents

Ayers Financial Services

Beacon Wealth Consultants

Blue Ridge Financial

McLeod Enterprises

Valley Accounting

Stanley G. Boatwright

Frank A. Leyes & Associates; Private Wealth Management

Peakvalley Wealth

Secure Financial Group

Premiere Credit Solutions

Retirement Planning and Investment Management Services in Roanoke, VA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Roanoke

Popular in Roanoke