Roanoke, VA Financial Planner

( 1 Reviews )
Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC Logo

Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC

Financial Planner

2965 Colonnade Dr, Ste 320 Roanoke, Virginia 24018
Carl McConnelee

My wife and I had a good experience.

( 39 Reviews )
Martin Wealth Solutions Logo

Martin Wealth Solutions

Financial Planner

3130 Chaparral Dr STE 103 BUILDING B Roanoke, VA 24018
Jared Hall

Jim has been most helpful in discussing saving and retirement with my wife and me. He is very knowledgeable and professional in his field, but he is not afraid to tell yo ... more

( 1 Reviews )
Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services, LLC Logo

Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2965 Colonnade Dr, Ste 320 Roanoke, Virginia 24018
Wayne Harris

Les is a great financial planner

( 1 Reviews )
J. Andy Ingram - Capital Investment Companies Logo

J. Andy Ingram - Capital Investment Companies

Financial Planner

505 S. Jefferson St., Suite C Roanoke, Virginia 24011
Jarret Wright

Very helpful and considerate group. Whether you have $5k or $5m they will treat you with respect and help you put your money to good use earning returns.

( 4 Reviews )
IFA Wealth Logo

IFA Wealth

Financial Planner

2709 Brambleton Ave SW Roanoke, VA 24015
Penny Hodges

I wish I had known about IFA Wealth years ago. Highly recommended Adam and Rob !

( 1 Reviews )
Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 1 Reviews )
Charles Leiser - Thrivent Logo

Charles Leiser - Thrivent

Financial Planner

1340 Maple Ave SW Roanoke, Virginia 24016
Karen Rice

Super and extremely knowledgeable. Great person and a joy to work with.

( 10 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

5115 Bernard Dr Ste 305 Roanoke, Virginia 24018
Joshua McMeans

Well rounded business.

( 5 Reviews )
Valley Financial Solutions Logo

Valley Financial Solutions

Financial Planner

2847 Penn Forest Boulevard Suite 100, Suite 100 Roanoke, VA 24018
Sunny Kook

Jeffrey Beamer and Robert Cox are our financial investors. We found them through smart investors by Dave Ramsey. They are very knowledgeable and have great resources. The ... more

( 0 Reviews )
Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC Logo

Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2758 Electric Road, Suite D Roanoke, Virginia 24018
( 36 Reviews )
360 Wealth Consulting Logo

360 Wealth Consulting

Financial Consultant, Financial Planner

1335 Peters Creek Rd Roanoke, VA 24017
Jesse Yeomans

These are the people you want on your team!

( 6 Reviews )
Ayers Financial Services Logo

Ayers Financial Services

Financial Planner

5185 Peters Creek Rd NW Roanoke, Virginia 24019
P. Allen Thomas

Probably a better fit for those with limited financial knowledge and who do not ask questions. Being new to the area we were looking for a local advisor and spent two ses ... more

( 0 Reviews )
Stefan Vulevic - Financial Advisor, Ameriprise Financial Services, LLC Logo

Stefan Vulevic - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 1 Reviews )
RBC Wealth Management Branch - Roanoke Logo

RBC Wealth Management Branch - Roanoke

Financial Planner

110 Franklin Road SE, Suite 400 Roanoke, Virginia 24011
Roger Dalton

Great financial management team, wouldn't think of having my retirement funds anywhere else! Family and community oriented.

( 0 Reviews )
Eddie Barnes - Ameriprise Financial Services, LLC Logo

Eddie Barnes - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

3140 Chaparral Dr Bldg C, Bldg C Roanoke, VA 24018
( 0 Reviews )
Brooks Financial Group - Ameriprise Financial Services, LLC Logo

Brooks Financial Group - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

1017 2nd St SW Roanoke, Virginia 24016
( 0 Reviews )
Stewart Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Stewart Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Tyler Laughon - Financial Advisor, Ameriprise Financial Services, LLC Logo

Tyler Laughon - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC Logo

Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2965 Colonnade Dr, Ste 320 Roanoke, Virginia 24018
( 0 Reviews )
Albert Sganga - Financial Advisor, Ameriprise Financial Services, LLC Logo

Albert Sganga - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2965 Colonnade Dr, Ste 320 Roanoke, Virginia 24018
( 0 Reviews )
Smith & Associates - Ameriprise Financial Services, LLC Logo

Smith & Associates - Ameriprise Financial Services, LLC

Financial Planner

2758 Electric Road, Suite D Roanoke, Virginia 24018
( 0 Reviews )
Glenn Kent - Financial Advisor, Ameriprise Financial Services, LLC Logo

Glenn Kent - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Sheryl E. Crawford - Financial Advisor, Ameriprise Financial Services, LLC Logo

Sheryl E. Crawford - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

3130 Chaparral Dr Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Matthew Ely - Financial Advisor, Ameriprise Financial Services, LLC Logo

Matthew Ely - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Michael Kemp - RBC Wealth Management Financial Advisor Logo

Michael Kemp - RBC Wealth Management Financial Advisor

Financial Planner

110 Franklin Road SE, Suite 400 Roanoke, Virginia 24011
( 0 Reviews )
The Myrias Group - Ameriprise Financial Services, LLC Logo

The Myrias Group - Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Bradley Blum - RBC Wealth Management Financial Advisor Logo

Bradley Blum - RBC Wealth Management Financial Advisor

Financial Planner

110 Franklin Road SE, Suite 400 Roanoke, Virginia 24011
( 0 Reviews )
Stephanie Leiser - Thrivent Logo

Stephanie Leiser - Thrivent

Financial Planner

1340 Maple Ave SW Roanoke, Virginia 24016
( 31 Reviews )
Upward Financial Planning Logo

Upward Financial Planning

Financial Planner, Financial Consultant

5301-B Williamson Rd Roanoke, VA 24012
Rebecca Colston

Good sound financial advice! Thankful for Daniel's expertise and helpful input regarding retirement, investment, and financial matters.

( 0 Reviews )
John Park - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

John Park - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

1017 2nd St SW Roanoke, Virginia 24016
( 0 Reviews )
Edward Link Jr - RBC Wealth Management Financial Advisor Logo

Edward Link Jr - RBC Wealth Management Financial Advisor

Financial Planner

110 Franklin Road SE, Suite 400 Roanoke, Virginia 24011
( 0 Reviews )
Allison Link - RBC Wealth Management Financial Advisor Logo

Allison Link - RBC Wealth Management Financial Advisor

Financial Planner

110 Franklin Road SE, Suite 400 Roanoke, Virginia 24011
( 0 Reviews )
James Harlow - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

James Harlow - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

3130 Chaparral Dr, Ste 204 Roanoke, Virginia 24018
( 0 Reviews )
Edward Jones - Financial Advisor: Matt Gearheart Logo

Edward Jones - Financial Advisor: Matt Gearheart

Financial Consultant, Finance Broker, Financial Audit

5440 Peters Creek Rd #102, Ste 102 Roanoke, VA 24019
( 0 Reviews )
Edward Jones - Financial Advisor: Ryan Raphael Logo

Edward Jones - Financial Advisor: Ryan Raphael

Financial Planner, Finance Broker, Financial Audit

1617 Westover Ave SW Roanoke, VA 24015
( 3 Reviews )
Mass Mutual Financial Group Logo

Mass Mutual Financial Group

Insurance Agency, Financial Institution, Financial Planner

3800 Electric Rd # 210 Roanoke, VA 24018
DANIEL DOMINIC

The agent was so helpful answering all questions and providing essential information. I highly recommend their help in choosing the right plan for me. Simple to set up, g ... more

( 2 Reviews )
Brown Edwards Logo

Brown Edwards

Accounting Firm, Bookkeeping Service, Certified Public Accountant

3906 Electric Rd Roanoke, VA 24018
John Davis

I have been with Harry Schwarz and his team since I started practice over 30 ago. The entire group treats you more like family than just a client. Their help is invaluabl ... more

( 1 Reviews )
Ayers Financial Services Logo

Ayers Financial Services

Financial Planner

5185 Peters Creek Rd Roanoke, VA 24019
( 3 Reviews )
SageCreek Planning & Investments Logo

SageCreek Planning & Investments

Financial Planner

4233 Colonial Ave Roanoke, VA 24018
Susan Rose Ditzler

Retired happily with John Bradberry's help. Honest. Trustworthy. Smart.

( 1 Reviews )
Merrill Lynch Financial Advisor Lisa Downing Angle Logo

Merrill Lynch Financial Advisor Lisa Downing Angle

Financial Consultant, Financial Planner

110 Franklin Rd SE Roanoke, VA 24011
Ronna Rich

Lisa is on top of it! I'm very comfortable knowing she is handling things for me in my best interest.

( 2 Reviews )
Merrill Lynch Wealth Management Logo

Merrill Lynch Wealth Management

Investment Service, Financial Planner, Investment Service

110 Franklin Rd SE Roanoke, VA 24011
James Woodson

The whole team works together for me! Don't want to know where I would be without them.

( 1 Reviews )
Bluewater Financial Services Logo

Bluewater Financial Services

Financial Planner, Financial Consultant

117 Albemarle Ave SW Roanoke, VA 24016
Robert Bolling

Good company and good people...just call or stop in to find out..or ask a friend,. One will know.!!

( 1 Reviews )
Wanda Kilman Pittman, ChFC Logo

Wanda Kilman Pittman, ChFC

Financial Planner

3536 Brambleton Ave # 1B Roanoke, VA 24018
( 1 Reviews )
PeakValley Wealth, LLC Logo

PeakValley Wealth, LLC

Investment Service, Financial Planner, Investment Service

2762 Electric Rd Ste C Roanoke, VA 24018
( 1 Reviews )
McLeod Enterprises, LLP Logo

McLeod Enterprises, LLP

Corporate Office, Accounting, Financial Planner

410 1st St SW Roanoke, VA 24011
( 4 Reviews )
American Financial Planning, Inc. Logo

American Financial Planning, Inc.

Financial Planner

541 Luck Ave SW # 304 Roanoke, VA 24016
Scott Look

Does an exceptional job!

( 2 Reviews )
Wayne Firebaugh Inc Logo

Wayne Firebaugh Inc

Financial Planner

111 Campbell Ave SW # 1B Roanoke, VA 24011
Tam Rudder

Mr. Firebaugh is knowledgeable, competent and personable. He provides a plan for your life situation, not products to purchase.

( 1 Reviews )
Axa Advisors, Logo

Axa Advisors,

Financial Planner

114 Mountain Ave SW Roanoke, VA 24016
Striving2getahead Enterprises

After having issues with a previous adviser I went on the search for someone new. Amy Cantrell had been suggested by a friend. I was hesitant but upon meeting Amy I was s ... more

( 3 Reviews )
FocusOne Integrated Financial Planning Logo

FocusOne Integrated Financial Planning

Financial Planner

2630 Electric Rd Roanoke, VA 24018
Donna Anderson

These people are wonderful and are helping me tremendously

( 1 Reviews )
Elk Hill Advisors Inc Logo

Elk Hill Advisors Inc

Financial Planner

5340 Fox Ridge Rd SW Roanoke, VA 24018
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