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Virginia Virginia

Find Retirement Planners for Retirement Planning in Virginia

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Virginia, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Virginia

Brian Bowen

Integrity Financial Planning, Inc.

1315 Second St. SW, Suite 102

Roanoke, VA 24016

540-266-3100

Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

Daniel R. Hill

Hill Wealth Strategies

10800 Midlothian Turnpike
Suite 154

Richmond, VA 23235

757-603-0323

Emily Robbins

Virginia Asset Group

607 Lynnhaven Parkway

Virginia Beach, VA 23452

757-747-2556

Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

Nicholas Arcand

Blackbridge Financial

644 Independence Parkway
Suite 300

Chesapeake, VA 23320

757-382-4136

Roshan Loungani

Arete Wealth Management, LLC

8500 Leesburg Pike, Suite 210

Vienna, VA 22182

202-536-4468

Darren Colananni

Centurion Wealth Management

7901 Jones Branch Drive
Suite 800

McLean, VA 22102

571-765-2301

Jeffrey Lippman

Capitol Financial Consultants, Inc.

8180 Greensboro Drive, Suite 1150

McLean, VA 22102

703-821-2000

List of Additional Retirement Planners in Virginia*

* Additional advisor listing is provided in partnership with Yext

Alfred Aboah

1751 Pinnacle Dr
Ste 300

McLean, VA 22102
804-307-1033

The CPR Group - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1903

JT Carradice - Ameriprise Financial Services, LLC

12700 Black Forest Ln
Ste 310

Woodbridge, VA 22192
703-590-0326

Keith Smith - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

Edward Jones - Financial Advisor: Joe Curran, AAMS"

11 E Main St

Salem, VA 24153
540-404-4331

4J Wealth Management, LLC

320 King Street
Suite 10B

Alexandria, VA 22314
703-566-9573

Curtis Frazee - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

W L (Bud) Satterwhite - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8403

Kim, Uhron and Associates - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

BDA Financial Services

19301 Winmeade Drive
Suite 201

Leesburg, VA 20176
703-779-7410

Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS"

2203 Orange Ave NE
Unit B

Roanoke, VA 24012
540-982-3544

Rosenthal Wealth Management Group

9265 Corporate Circle

Manassas, VA 20110
703-330-3100

Barbara J. O'Leary, LLC

101 S. Whiting St
Suite 203

Alexandria, VA 22304
703-370-7666

Bell & Associates Wealth Management

13924 Coalfield Commons Place
Suite 101

Midlothian, VA 23114
804-378-8080

Blackbridge Financial

676 Independence Parkway
Suite 130

Chesapeake, VA 23320
757-382-4129

OakHeart Financial Group - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671

Kasch, Levitch, Mcaleer & Associates - Ameriprise Financial Services, LLC

4801 Cox Rd
Ste 202

Glen Allen, VA 23060
804-249-7508

Everett and Associates - Ameriprise Financial Services, LLC

3814 Kecoughtan Rd
Ste 100

Hampton, VA 23669
757-951-0145

Brad Swartzwelder - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-273-1277

Ezra Amiss - Ameriprise Financial Services, LLC

2965 Colonnade Dr
Ste 320

Roanoke, VA 24018
540-777-5757

Edward Jones - Financial Advisor: Vanessa G Brunner

1329 A Grandin Road SW

Roanoke, VA 24015
540-982-3741

Abacus Financial Services

200 Westgate Parkway
Suite 103

Henrico, VA 23233
804-762-0074

Edward Jones - Financial Advisor: Anthony Craft

1456 US Hwy 211 West
Suite B

Luray, VA 22835
540-742-7150

First Command Financial Advisor - Larkin Braxton

320 B Charles Dimmock Pkwy
Ste 1

Colonial Heights, VA 23834
804-520-4045

Bennett Whitlock - Ameriprise Financial Services, LLC

12848 Harbor Dr
Ste 101

Lake Ridge, VA 22192
877-944-8562

Mark Dorsey - Ameriprise Financial Services, LLC

500 Viking Dr
Ste 101

Virginia Beach, VA 23452
757-227-5020

Edward Jones - Financial Advisor: Kelly B Sherman, AAMS"

9110 Old Battlefield Blvd
Suite 100

Spotsylvania, VA 22553
540-507-9903

Hoppy Shores - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6735

Patrick B Gaffney - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8119

Morgan Stanley Financial Advisors

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-644-1100

Farzana Sultana - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8922

Daniel Kim - Ameriprise Financial Services, LLC

1950 Old Gallows Rd
Ste 420

Vienna, VA 22182
703-434-3270

Mark Tapp - Ameriprise Financial Services, LLC

202 Third Ave

Radford, VA 24141
540-639-5153

C&F Bank

4593 Richmond Road

Warsaw, VA 22572
804-333-3500

First Command Financial Advisor - Dave Surgent

125 Woodstream Blvd
Suite 115

Stafford, VA 22556
540-659-7060

FPP Wealth Advisors - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

Financial Glee

703-772-9690

Marc D Cram - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3303

First Command Financial Advisor - Joe Stroh

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
540-777-5757

First Command Financial Advisor - Wisdom Kekeocha

101 W. Main St
Ste 4300

Norfolk, VA 23510
757-837-4250

Edward Jones - Financial Advisor: David Holzendorf

215 S Mecklenburg Ave

South Hill, VA 23970
434-447-2534

Edward Jones - Financial Advisor: Van Haislip, AAMS"

3300 Tyre Neck Rd
Suite L

Portsmouth, VA 23703
757-483-3204

Richard Parker | Richard Parker

13800 Coppermine Road

Herndon, VA 20171
703-896-4660

Richmond, VA Branch Office - UBS Financial Services Inc.

Riverfront Plaza East
951 East Byrd Street

Richmond, VA 23219
804-698-5722

Blackwater Group - Ameriprise Financial Services, LLC

16583 Forest Rd

Forest, VA 24551
434-534-8875

The Peters Beck Financial Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8423

First Command Financial Advisor - Carl Hess

101 W. Main St
Ste 4300

Norfolk, VA 23510
757-837-4250

Charles Adams - Ameriprise Financial Services, Inc.

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6715

First Command Financial Advisor - Chris Bonham

7960 Donegan Drive
Suite 228

Manassas, VA 20109
703-396-9201

The Neighbor Group - Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-597-9631

David Mc Gaughey - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8970

Edward Jones - Financial Advisor: Tim Bartz

15125 Washington St
Suite 200

Haymarket, VA 20169
703-753-2945

Genesis Planning Group - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-549-8282

Joshua Kyger - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-434-4956

Brian Smith - Ameriprise Financial Services, LLC

1901 S Main St
Ste 4D

Blacksburg, VA 24060
540-443-9143

Benjamin Page - Ameriprise Financial Services, LLC

3908 Springfield Rd

Glen Allen, VA 23060
804-217-7926

Saundra Johnson

9000 West Huguenot Road

Richmond, VA 23235
804-323-1147

First Command Financial Advisor - Josiah Toepfer

3975 University Drive
Suite 110

Fairfax, VA 22030
703-352-7970

The Niou Way Group - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3343

TNT Financial Services, LLC

10911 Clara Barton Court

Fairfax, VA 22032
571-281-7267

Integrity Financial Group

8607 Westwood Center Drive
3rd Floor

Vienna, VA 22182
703-893-2550

Monticello Wealth Management - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2176

Jennifer McDonald - Morgan Stanley

440 W Jubal Early Dr
Ste 260

Winchester, VA 22601
540-723-2475

Clifford H Boyle - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1917

Ariel Goldchain, New York Life

6560 Backlick Road
Suite 221

Springfield, VA 22150
703-866-3900

Everette F Driver - Ameriprise Financial Services, LLC

2565 John Wayland Hwy
Ste 112

Harrisonburg, VA 22801
540-434-8278

Allstate Personal Financial Representative: Tyler Tiesing

9603 Gayton Rd
Ste 200

Richmond, VA 23238
804-533-8916

Richard La Rose - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
540-777-5757

Mitchell Harry - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7144

Jordan Chalkley - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3336

Nationwide Insurance: Choice Insurance Agency

5217 S Laburnum Ave

Richmond, VA 23231
804-222-2277

Edward Jones - Financial Advisor: Ryan C Nyboer

3020 Shore Drive
Suite C

Virginia Beach, VA 23451
757-481-6501

Edward Jones - Financial Advisor: Caroline Gaskins

1059 E Main St
Suite A

Radford, VA 24141
540-639-1309

CanalFront Group - Morgan Stanley

901 East Byrd Street
Suite 2000

Richmond, VA 23219
804-644-1104

The Williamsburg Capitol Group - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7115

Edward Jones - Financial Advisor: Dave Harris

3310 Noble Pond Way
Suite 213

Woodbridge, VA 22193
571-285-2826

C&F Bank

15960 Kings Highway

Warsaw, VA 22520
804-493-8032

Jennifer Marie Gallant - Ameriprise Financial Services, LLC

3201 Jermantown Rd
Ste 575

Fairfax, VA 22030
800-571-4913

Goosehead Insurance - Glenn Fischer

6076 Franconia Road
Suite B

Alexandria, VA 22310
703-674-9038

W. Reid Howard - Ameriprise Financial Services, LLC

7001 Heritage Village Plz
Ste 240

Gainesville, VA 20155
703-753-2955

First Command Financial Advisor - Alex Rossi

5285 Shawnee Rd
Suite 305

Alexandria, VA 22312
703-658-2943

First Command Financial Advisor - Aisha Decardi-Nelson

125 Woodstream Blvd
Suite 115

Stafford, VA 22556
540-659-7060

Kendall Coburn - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2116

Mardel Christian & Education - Coming Soon

2307 Wards Rd

Lynchburg, VA 24502
434-237-2427

B Brian Burkholder - Ameriprise Financial Services, Inc.

560 Neff Ave
Ste 400

Harrisonburg, VA 22801
540-442-1110

Ample Storage Center

3209 Castlewood Rd

Richmond, VA 23234
804-232-4854

Jimmy 'JX' Lourenco - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1924

First Command Financial Advisor - Robert Ponton

780 Lynnhaven Pky
Ste 100

Virginia Beach, VA 23452
757-468-7711

Albert Sganga - Ameriprise Financial Services, LLC

2965 Colonnade Dr
Ste 320

Roanoke, VA 24018
540-989-8918

Carlyle Campbell

1 Old Oyster Pt. Rd

Newport News, VA 23602
757-249-7632

Edward Jones - Financial Advisor: Rocco L Russo III

410 S Maple Avenue
Suite 3

Falls Church, VA 22046
703-534-3383

Cameron Boone

5216 Monticello Avenue

Williamsburg, VA 23188
757-564-4700

Chad Heffron - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1964

Liming Li

757-333-7455

Henry Williams

757-518-9346

Michael Macintyre - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-837-6905

Kenneth P Peretin - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8138

Jake Lovelace - Ameriprise Financial Services, LLC

1108 Eden Sq

Chesapeake, VA 23320
757-508-0001

Lopez Wealth Management Group

955 West Main Street

Abingdon, VA 24210
276-628-5910

Jill Bertke

6154 Popes Creek Place

Haymarket, VA 20169
703-754-2839

Market Street Financial Group - Ameriprise Financial Services, LLC

113 E Market St
Ste 220

Leesburg, VA 20176
571-209-9600

Jeffrey Staley - Ameriprise Financial Services, LLC

16583 Forest Rd

Forest, VA 24551
434-534-8875

Resolved Financial Solutions

3959 Pender Drive
St 300

Fairfax, VA 22030
800-787-0504

Marco Fattorini - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

Stephen Halstead, Bankers Life Agent and Bankers Life Securities Financial Advisor

10800 Midlothian Turnpike
Ste 134 & 140

Richmond, VA 23235
804-293-7001

Titan Wealth Management

129 Campbell Ave SE
Suite 202

Roanoke, VA 24011
540-266-3409

Gerald C DeWitt

101 Duncraig Drive
Suite 110

Lynchburg, VA 24502
434-832-0004

Market Square Advisors

207 Albemarle Avenue SW

Roanoke, VA 24016
540-613-8236

CFD Investments, Inc.

757-647-2787

DiFlorio Financial

999 Waterside Drive
Suite 1500

Norfolk, VA 23510
757-628-1815

Hopwood Financial Services, Inc.

10740 Parkridge Boulevard
Suite 150

Reston, VA 20191
703-787-0008

First Command Financial Advisor - Tim Joseph

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

Kristine A Boelte and Associates, LLC

118 Fourth Street

Clarksville, VA 23927
434-374-2928

Paragon Financial Services

3761 Westerre Parkway
Suite H

Richmond, VA 23233
804-673-8888

Franklin Capital Strategies

8075 Leesburg Pike
Suite 200

Vienna, VA 22182
703-610-4067

McCabe Investment Advisory

5714 North Little Falls Road
Suite 100

Arlington, VA 22207
703-536-3100

Integrated Financial Partners

4000 Legato Road
Suite 410

Fairfax, VA 22033
703-840-4300

Comprehensive Benefit Services, Inc.

5568 General Washington Drive
Suite A-217

Alexandria, VA 22312
703-750-3393

Howard Manas Insurance Services

307 E. Gordon Street

Sterling, VA 20164
703-430-1189

Michael W Hyder - Morgan Stanley

401 E. Market St
Ste 100

Charlottesville, VA 22902
434-220-3807

Shepherd Financial Group

283 Constitution Drive
Suite 800

Virginia Beach, VA 23462
757-777-3159

Strategic Wealth Planning Inc

4860 Cox Rd
Suite 200

Glen Allen, VA 23060
804-223-5570

Integrated Financial Solutions, Inc.

11872 Sunrise Valley Drive
Suite 200

Reston, VA 20191
703-295-9200

David Barrett-Johnson - Ameriprise Financial Services, LLC

908 E Jefferson St
Ste 201

Charlottesville, VA 22902
434-296-6611

The Irvin and Paul Group - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8478

Kenneth Rubio, CFP, CRPS - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8485

Mil Parekh - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8110

Brian Bausman - Ameriprise Financial Services, LLC

37 Main St
Ste 204

Warrenton, VA 20186
540-318-6388

Brian Robinson - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-327-3129

LPL Financial, Allen D. Beckner

703-941-1042

Kim Garrison

304 E. Main Street

Charlottesville, VA 22902
434-529-3300

Marquez Fernandez

7830 Backlick Rd
Suite 100c

Springfield, VA 22150
705-340-7060

Stephen A Colvin - Ameriprise Financial Services, LLC

604 S King St
Ste 105

Leesburg, VA 20175
703-777-9202

Bradley Blum - UBS Financial Services Inc.

10 South Jefferson Street
Suite 1050

Roanoke, VA 24011
540-855-3384

Allstate Personal Financial Representative: Gregory Edwards

910 Lafayette Blvd

Fredericksburg, VA 22401
540-288-7192

Gary Fouts - Ameriprise Financial Services, LLC

562 Lynnhaven Pkwy
Ste 202

Virginia Beach, VA 23452
866-330-0137

Nichols Financial Group - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-438-8173

First Command Financial Advisor - Shelton Daniels

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

William Rector III - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-775-1530

Sharayah Reed - Morgan Stanley

440 W Jubal Early Dr
Ste 260

Winchester, VA 22601
703-556-8156

Jennifer Bell

5216 Monticello Avenue

Williamsburg, VA 23188
757-564-4703

Carlos Viera - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

First Command Financial Advisor - Michele Munson

One Columbus Center
Ste 930

Virginia Beach, VA 23462
757-499-8772

First Command Financial Advisor - Russell Clarke

One Columbus Center
Ste 930

Virginia Beach, VA 23462
757-499-8772

Dukes Financial LLC

400 N. Center Drive Bldg 3
Suite 212

Norfolk, VA 23502
757-233-8404

Colonial 1st Mortgage, Inc.

11551 Nuckols Road g

Glen Allen, VA 23059
804-967-2560

First Command Financial Advisor - Joseph Simon

461 McLaws Circle
Ste 4

Williamsburg, VA 23185
757-873-0993

Sherelle Anderson

2351 Anderson Highway

Powhatan, VA 23139
804-403-2070

Rebecca Hubert

4593 Richmond Road

Warsaw, VA 22572
804-333-3500

Christopher Spillare

3600 La Grange Parkway

Toano, VA 23168
757-741-2244

Krekeler Brower Wealth Advisors, LLC

663 South Washington Street

Alexandria, VA 22314
703-740-4670

Ellen Shaffer

7013 Three Chopt Road

Richmond, VA 23226
804-282-7991

James Mumaw - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-438-1723

Micah Hopkins - Ameriprise Financial Services, Inc.

8150 Leesburg Pike
Ste 600

Vienna, VA 22182
703-226-2300

First Command Financial Advisor - Brendan Cherasard

241 18th Street South
Ste 303

Arlington, VA 22202
703-418-9360

Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS"

2312 Mt Vernon Ave
Ste 205

Alexandria, VA 22301
703-548-3928

Greer Financial Group

8200 Center Path Lane
Suite A

Mechanicsville, VA 23116
804-427-7784

Jen Dixon

15960 Kings Highway

Warsaw, VA 22520
804-843-4584

Patrick Lowry

1400 Alverser Drive

Midlothian, VA 23113
804-378-0332

Riverstone Wealth Advisory Group - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2511

A Powell Hill - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8486

Richard A. McGrath | Dominion Financial Solutions

521 Old Great Neck Road, Suite 3

Virginia Beach, VA 23454
757-631-0700

Charles Maloney - Ameriprise Financial Services, LLC

307 E Market St
Ste 100

Leesburg, VA 20176
571-209-9586

Christie Nix - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-610-7211

C&F Bank - Toano

3600 LaGrange Pkwy

Toano, VA 23168
757-741-2229

Shawn Baako - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
540-772-0535

Allstate Personal Financial Representative: William Collins

1515 Hardy Cash Dr

Hampton, VA 23666
757-575-8422

Robert Ragusa

4501 Cox Road

Glen Allen, VA 23060
804-967-7026

Edward Jones - Financial Advisor: Al Penksa III, CRPC"

400 Holiday Ct
Suite 107

Warrenton, VA 20186
540-349-9741

First Command Financial Advisor - Shemilore Oguntoye-CLOSED

870 Greenbrier Circle
Ste 604

Chesapeake, VA 23320
757-548-9972

Richard White - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8451

Pedro Guerrero - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6381

C&F Bank

175 Kings Highway

Fredericksburg, VA 22405
540-371-6889

The Woodhouse Day Spa - Gainesville

8114 Stonewall Shops Square

Gainesville, VA 20155
571-570-4717

Andrea Nordell - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8454

J. Andy Ingram - Capital Investment Companies

505 S. Jefferson St.
Suite C

Roanoke, VA 24011
540-765-2750

The Wave Group - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7105

Howard Rodman - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2115

James Mcintire - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8103

Robert Yeh - Ameriprise Financial Services, LLC

5029 Corporate Woods Dr
Ste 150

Virginia Beach, VA 23462
757-499-2639

Goosehead Insurance - Richard Bibb

145 Harrell Road
Suite 101

Fredericksburg, VA 22405
571-379-3290

Andrew E Gross - Ameriprise Financial Services, LLC

20902 Trinity Sq

Sterling, VA 20165
703-430-9712

Adriene Price-Molvin - Ameriprise Financial Services, LLC

5680 King Centre Dr
Ste 600

Alexandria, VA 22315
571-489-6110

David Roy - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8444

Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8100

Stewart Wealth Advisors, Gary Stewart

10015 West Broad Street

Glen Allen, VA 23060
804-864-5910

Ken Desmond - Ameriprise Financial Services, LLC

3959 Pender Dr
Ste 108

Fairfax, VA 22030
703-359-2660

Denise Gould Carson LLC

8304 Holly Haven Lane

Fairfax Station, VA 22039
703-909-7702

Kana Private Wealth Group

1750 Tysons Boulevard
Suite 1500

McLean, VA 22102
703-888-5580

Mitchell S Hailey - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3676

Sung Lee - Ameriprise Financial Services, LLC

9073 Center St

Manassas, VA 20110
703-492-7732

Katherine E Crow - Ameriprise Financial Services, LLC

125 S Augusta St
Ste 3100

Staunton, VA 24401
540-885-5772

Miller Walker & Associates

2660 Electric Road
Suite C

Roanoke, VA 24018
540-345-5200

Tara Corrigall,CIMA - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3391

The Tysons Corner Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8116

Zircon Financial Services

17739 Main Street
Suite 350

Dumfries, VA 22026
703-337-2933

Ironworks Financial

15521 Midlothian Turnpike
Suite 404

Midlothian, VA 23113
804-897-8294

Emily Gardner - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7107

James Avery Merritt - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8192

The Commonwealth Group at UBS - UBS Financial Services Inc.

1800 Tysons Blvd
5th Floor, Suite 550

McLean, VA 22102
703-734-8496

Ryland Hubbard - Morgan Stanley

10 So Jefferson St
Suite 1700

Roanoke, VA 24011
540-772-0533

Miller Financial Group

100 10th Street NE, Suite 302

Charlottesville, VA 22902
434-293-8447

Jason King - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6700

Kevin Williamson - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-560-9215

Steve Mohyla

4000 Legato Road
Suite 1100

Fairfax, VA 22033
571-321-0150

Private Investment Management Capital, LLC

10701 Parkridge Boulevard
Suite 130

Reston, VA 20191
202-603-6094

Lionheart Financial Planning, Inc.

76 Water Way

Stafford, VA 22556
540-907-2720

Park View Financial Advisors

1675 Virginia Avenue

Harrisonburg, VA 22802
540-564-6111

Matt Felber - Ameriprise Financial Services, LLC

133 Maple Ave E
Ste 306

Vienna, VA 22180
703-766-9300

Tone Capital

4120 W Broad St.

Richmond, VA 23230
804-447-1404

Rethink Wealth

44084 Riverside Parkway
Suite 120

Leesburg, VA 20176
703-687-3049

Good Life Financial Advisors of NOVA

1727 King Street
Suite 310

Alexandria, VA 22314
703-214-2112

Colin Steele - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6758

Eric Lantz - Ameriprise Financial Services, LLC

2000 Duke St
Ste 300

Alexandria, VA 22314
703-518-4184

Roger E Kasch - Ameriprise Financial Services, LLC

4801 Cox Rd
Ste 202

Glen Allen, VA 23060
804-249-7510

Wilkinson Wealth Management

400 Locust Ave
Suite 2

Charlottesville, VA 22902
434-202-2521

Edward Jones - Financial Advisor: Ryan Bartholomew, CFP®|AAMS"

801 N Mecklenburg Avenue

South Hill, VA 23970
434-447-3399

Keith Weltens - Ameriprise Financial Services, LLC

202 Third Ave

Radford, VA 24141
540-639-5153

Susan Kagey - Ameriprise Financial Services, LLC

100 Creekside Ln

Winchester, VA 22602
540-667-8626

Dabareiner Wealth Management Group

40 Village Springs Drive
Suite 22

Hardy, VA 24101
540-721-8218

Hermitage Wealth Management, Inc.

3761 Westerre Parkway
Suite G

Richmond, VA 23233
804-270-7877

Christine Smith - Ameriprise Financial Services, LLC

1901 S Main St
Ste 4D

Blacksburg, VA 24060
540-443-9143

Stifel | Radford Office

222 West Main Street

Radford, VA 24141
540-633-5740

Justin Martin - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2523

Jim Barton - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8106

The Keena Team - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8168

Robert Briscoe - Ameriprise Financial Services, LLC

9073 Center St

Manassas, VA 20110
703-492-7732

Thomas Lambert - Ameriprise Financial Services, LLC

295 Bendix Rd
Ste 150

Virginia Beach, VA 23452
757-321-3420

First Financial Group

1940 Duke Street
Suite 200

Alexandria, VA 22314
703-635-3300

Summit Investment Planning

8003 Franklin Farms Drive
Suite 111

Henrico, VA 23229
804-708-1100

William E. Eastburn, CFP, ChFEBC

729 Thimble Shoals Blvd.
Ste. 2e

Newport News, VA 23606
757-782-4329

Ted Davis - Ameriprise Financial Services, LLC

4000 Legato Rd
Ste 1100

Fairfax, VA 22033
703-896-7956

Eric Floyd

698 Towne Center Drive

Newport News, VA 23606
757-596-4775

Rebecca Hardin

7534 Richmond Road

Williamsburg, VA 23188
757-564-8114

Lauren Hunter

415 14th Street

West Point, VA 23181
804-903-4031

First Command Financial Advisor - Bob Hill- CLOSED

241 18th Street South
Ste 303

Arlington, VA 22202
703-418-9360

Kaplan Wealth Management

11107 Sunset Hills Road
Suite 110

Reston, VA 20190
703-352-1780

Compton Wealth Advisory Group, LLC

281 Independence Boulevard
Suite 300

Virginia Beach, VA 23462
757-351-0741

David Mullins Wealth Management Group

1302 Second Street

Richlands, VA 24641
276-345-4821

Diane Kraft-Dziedzic - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8111

Carole Maloney - Ameriprise Financial Services, LLC

307 E Market St
Ste 100

Leesburg, VA 20176
571-209-9585

Kristina Sturgis - Ameriprise Financial Services, LLC

3554 Chain Bridge Rd
Ste 205

Fairfax, VA 22030
703-986-3490

C Mark Gurley - Ameriprise Financial Services, LLC

3201 Jermantown Rd
Ste 575

Fairfax, VA 22030
703-273-2937

Wealthbridge Capital Consulting

4437 Brookfield Corporate Drive
Suite 204

Chantilly, VA 20151
703-967-9494

Nortwest Financial Advisors

200 Spring Street
#120

Herndon, VA 20170
703-810-1072

James Harlow - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

Garry Klegin - Ameriprise Financial Services, LLC

12848 Harbor Dr
Ste 101

Lake Ridge, VA 22192
877-944-8562

Four Rivers Wealth Management Group - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-419-2502

Jason Dunn - Ameriprise Financial Services, LLC

14159 Robert Paris Ct
Ste B

Chantilly, VA 20151
703-560-5600

David R Clemens - Morgan Stanley

437 W Duke Of Gloucester Street

Williamsburg, VA 23185
757-259-7105

Sodyk "Sid" Khaitov - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8123

Lions Bridge Financial Advisors

2110 William Styron Square S

Newport News, VA 23606
757-599-9111

Mark Barnett - Ameriprise Financial Services, LLC

3951 Westerre Pkwy
Ste 100

Richmond, VA 23233
804-935-4893

Anna Pavluk - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-535-8394

The Pierson Russi Group - Morgan Stanley

222 Central Park Ave Twn Ctr 18fl

Virginia Beach, VA 23462
757-493-2100

Jeffery D. Kennerly - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-8169

Jackson Traxler - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6002

Thomas Turner, CFP®

200 Spring Street
#120

Herndon, VA 20170
703-554-5114

Sandbridge Financial Advisors

2396 Liberty Way
Suite 115

Virginia Beach, VA 23456
757-560-8686

Courtney Davis - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

Ronald F Gilmore - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

Curo Private Wealth

11710 Plaza America Drive
Suite 2000

Reston, VA 20190
571-526-4581

RVA Financial Partners

9609 Gayton Road
Ste. 201

Richmond, VA 23238
804-658-2878

Mayer Financial Solutions

9705 Liberia Avenue
Suite 252

Manassas, VA 20110
703-659-1609

Vector 27 Financial Group

233 Wythe Creek Road
Suite 100

Poquoson, VA 23662
757-868-7130

Kristen Hardy - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671

Weiwei Jin - Ameriprise Financial Services, LLC

11832 Rock Landing Dr
Ste 204

Newport News, VA 23606
757-873-8526

Ramiro Sepulveda Jr - Ameriprise Financial Services, LLC

870 Greenbrier Cir
Ste 401

Chesapeake, VA 23320
757-648-8840

Odyssey Planning Group - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
941-364-7469

Allison Dunleavy

109 E. Main Street

Norfolk, VA 23510
757-628-6380

Sheryl Crawford - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

Jeff Rohr - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-273-1265

MaryAnna Gilmer - Ameriprise Financial Services, LLC

675 Peter Jefferson Pkwy
Ste 220

Charlottesville, VA 22911
434-995-5752

First Command Financial Advisor - Chuck McGee

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

Edward H James - Morgan Stanley

701 Town Center Dr
Suite 902

Newport News, VA 23606
757-597-9623

Kim, Hopkins & Associates - Ameriprise Financial Services, LLC

8150 Leesburg Pike
Ste 600

Vienna, VA 22182
703-226-2300

Christopher Beale - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-2186

Lane Wilson - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-560-9215

Sam Wooton - Ameriprise Financial Services, LLC

2941 Fox Chase Ln

Midlothian, VA 23112
804-763-2570

Carradice Wealth Advisors - Ameriprise Financial Services, LLC

12700 Black Forest Ln
Ste 310

Woodbridge, VA 22192
703-590-0326

Kimberlee A Barrett-Johnson - Ameriprise Financial Services, LLC

908 E Jefferson St
Ste 201

Charlottesville, VA 22902
434-296-6611

David Hawkins - Morgan Stanley

901 East Byrd St
Suite 2000

Richmond, VA 23219
804-780-3371

Anthony Walsh - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-825-2378

Amante Decastro - Ameriprise Financial Services, LLC

12848 Harbor Dr
Ste 101

Lake Ridge, VA 22192
703-492-7732

Chris Crahan - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1975

Butterworth, Gibson & Associates - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

Allstate Personal Financial Representative: Deb Mace

27 Lee Jackson Hwy

Staunton, VA 24401
571-420-6072

Patrick McAleer - Ameriprise Financial Services, LLC

4801 Cox Rd
Ste 202

Glen Allen, VA 23060
804-249-7505

The Myrias Group - Ameriprise Financial Services, LLC

3130 Chaparral Dr
Ste 204

Roanoke, VA 24018
540-769-0052

Nicole Tayman - Ameriprise Financial Services, LLC

4030 Quarles Ct

Harrisonburg, VA 22801
540-434-4956

Allstate Personal Financial Representative: Donald Wright

4229 Lafayette Center Dr
Ste 1675-D

Chantilly, VA 20151
703-263-7800

Terri Starliper - Ameriprise Financial Services, LLC

4510 Cox Rd
Ste 104

Glen Allen, VA 23060
804-658-7166

Edward Jones - Financial Advisor: Rick Swink

1040 University Blvd
Ste 303

Portsmouth, VA 23703
757-392-1700

Tracey Vollmer - Ameriprise Financial Services, LLC

9117 Center St

Manassas, VA 20110
703-335-9887

Patrick A Everett - Ameriprise Financial Services, LLC

3814 Kecoughtan Rd
Ste 100

Hampton, VA 23669
757-951-0145

Rebecca E Shriner - Ameriprise Financial Services, LLC

2941 Fox Chase Ln

Midlothian, VA 23112
804-327-1696

IFA Wealth

2709 Brambleton Avenue

Roanoke, VA 24015
540-776-3343

Transcendent Wealth - Ameriprise Financial Services, LLC

4000 Legato Rd
Ste 1100

Fairfax, VA 22033
703-869-7956

Eric V Goodson - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3684

Ken Ribyat - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-837-6903

Paula Michaels - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6003

Angela Thompson

300 32nd Street

Virginia Beach, VA 23451
757-448-6724

Kim Luu-Tu - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

Marie Isabel Laurion - Ameriprise Financial Services, LLC

133 Maple Ave E
Ste 306

Vienna, VA 22180
703-766-9300

First Command Financial Advisor - Matt Conner

11827 Canon Blvd
Suite 100

Newport News, VA 23606
757-873-0993

James Kitz, CIMA - UBS Financial Services Inc.

440 Monticello Ave
20th Floor

Norfolk, VA 23510
757-624-3389

Patrick Langdon - Ameriprise Financial Services, LLC

9117 Center St

Manassas, VA 20110
703-335-9887

William Carl - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-747-1214

Gary A Howard - Ameriprise Financial Services, LLC

7001 Heritage Village Plz
Ste 240

Gainesville, VA 20155
703-753-2955

Edward Jones - Financial Advisor: Lacey B Snarr, CFP®

137A West Court Street

Woodstock, VA 22664
540-459-4594

Paul Sakellariou - Ameriprise Financial Services, LLC

3908 Springfield Rd

Glen Allen, VA 23060
804-864-6029

Carl, Myers and Associates - Ameriprise Financial Services, LLC

1021 E Cary St
Ste 1001

Richmond, VA 23219
804-965-6705

Bethany Bajsert

802 Main Street

West Point, VA 23181
804-843-7001

Edward Jones - Financial Advisor: Daniel J Snapp

609 Cedar Creek Grade
Suite B

Winchester, VA 22601
540-771-2058

Mounir Benbatoul - Morgan Stanley

11951 Freedom Dr
Suite 1200

Reston, VA 20190
703-456-6011

Andy Rieger - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3694

Frank Vorndran - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-556-6372

Allstate Personal Financial Representative: Sam Curry

5525 Olde Towne Rd
Ste C

Williamsburg, VA 23188
804-677-4094

Emilio Sanchez - Morgan Stanley

1650 Tysons Blvd
Suite 1000

McLean, VA 22102
703-394-1968

Brooks Financial Group - Ameriprise Financial Services, LLC

1017 2nd St SW

Roanoke, VA 24016
540-981-0657

Gina Wilson - Integrated Financial Partners

4000 Legato Road
Suite 410

Fairfax, VA 22033
703-842-0538

Old Dominion Asset Management, Inc.

301 Concourse Blvd
Suite 140

Glen Allen, VA 23059
804-858-0045

Thomas V Caruso - Ameriprise Financial Services, LLC

8045 Leesburg Pike
Ste 500

Vienna, VA 22182
703-902-8900

Vicki Soyars - Ameriprise Financial Services, LLC

249 Central Park Ave
Ste 260

Virginia Beach, VA 23462
757-552-8405

Gerald Patterson - Ameriprise Financial Services, LLC

3554 Chain Bridge Rd
Ste 205

Fairfax, VA 22030
703-986-3490

Ann Stoudmire, Bankers Life Agent

10800 Midlothian Turnpike
Ste 134 & 140

Richmond, VA 23235
804-293-7044

Hallett Gates - Ameriprise Financial Services, LLC

2901 Telestar Ct
Ste 455

Falls Church, VA 22042
571-620-7272

William H Shirey Jr - Ameriprise Financial Services, LLC

14350 Sommerville Ct

Midlothian, VA 23113
804-288-2003

Chris Allen - Ameriprise Financial Services, LLC

4601 N Fairfax Dr
Ste 1200

Arlington, VA 22203
703-348-8439

Capstone Financial Partners

4801 Cox Road
Suite 109

Glen Allen, VA 23060
804-270-7626

Michele Roberts - Morgan Stanley

222 Catoctin Circle SE
Suite 101

Leesburg, VA 20175
703-779-1920

Edward A Hanks II - Ameriprise Financial Services, LLC

115 N Monroe St

Galax, VA 24333
276-238-2955

First Command Financial Advisor - Mike Hohenstein

241 18th Street South
Ste 303

Arlington, VA 22202
703-418-9360

Robin Colton - Ameriprise Financial Services, LLC

4050 Innslake Dr
Ste 160

Glen Allen, VA 23060
804-217-8900

Allstate Personal Financial Representative: Kurtis Burcume

409 England St

Ashland, VA 23005
804-335-8226

Allstate Personal Financial Representative: Mark McRoy

4664 Brambleton Ave

Roanoke, VA 24018
540-798-4141

Stephan Fogleman - Ameriprise Financial Services, LLC

3050 Chain Bridge Rd
Ste 101

Fairfax, VA 22030
703-385-5464

Generations Wealth Management - Ameriprise Financial Services, LLC

301 Maple Ave W
Ste 520

Vienna, VA 22180
703-766-2025

Maureen Atieno - Morgan Stanley

333 John Carlyle St
Suite 650

Alexandria, VA 22314
703-739-3697

Bleakley Financial Group

1215 Mt Vernon Avenue
Suite C

Williamsburg, VA 23185
757-703-0030

David Shannon - UBS Financial Services Inc.

951 East Byrd St.
Riverfront Plaza East, Suite 520

Richmond, VA 23219
804-698-5724

Steven M Ball - Ameriprise Financial Services, LLC

620 Woodbrook Dr
Ste 4A

Charlottesville, VA 22901
434-973-3457

Smith & Associates - Ameriprise Financial Services, LLC

1901 S Main St
Ste 4D

Blacksburg, VA 24060
540-443-9143

Jamestowne Investments, LLC.

263 McLaws Circle
Suite 101

Williamsburg, VA 23185
757-941-5150

Edward Jones - Financial Advisor: David J Wall, CFP®|ChFC®|AAMS"

465 Cherry Ave

Waynesboro, VA 22980
540-941-8940

First Command Financial Advisor - Denise Frazer

125 Woodstream Blvd
Suite 115

Stafford, VA 22556
540-659-7060

Noah Pak - TD Wealth Financial Advisor

3101 Wilson Boulevard

Arlington, VA 22201
202-934-2216

Michael Hancock - Ameriprise Financial Services, LLC

941 Glenwood Station Ln
Ste 203

Charlottesville, VA 22901
434-220-4671