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Find Retirement Advisors for Retirement Planning in Virginia, Roanoke

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 3 Retirement Planning firms in Roanoke, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3102 Brambleton Avenue., Sw,
Roanoke, VA, 24018
$364,966,55011324
A percentage of AUM, Fixed fees
2

302 Washington Ave. Sw,
Roanoke, VA, 24016-4312
$203,842,051103915
A percentage of AUM, Hourly charges, Fixed fees
3

1940 Electric Rd,
Roanoke, VA, 24018-1621
$148,978,7285657
A percentage of AUM

Information on Top Retirement Planning firms in Roanoke, Virginia

QualificationsFirm CRD# 116744

Assets Under Management $364,966,550

No. Of Clients1132

Clients Per Financial Advisor283

TAYLOR FINANCIAL GROUP, INC. is a financial advisory firm situated in Roanoke, Virginia. With a nearly $365M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1132 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 154939

Assets Under Management $203,842,051

No. Of Clients1039

Clients Per Financial Advisor69

BEACON WEALTH CONSULTANTS, INC. is a financial advisory firm situated in Roanoke, Virginia. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1039 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (ESTATE ADMINISTRATION, LEGACY COACHING)
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QualificationsFirm CRD# 107246

Assets Under Management $148,978,728

No. Of Clients565

Clients Per Financial Advisor81

INVESTMENT MANAGEMENT CORPORATION is a financial advisory firm situated in Roanoke, Virginia. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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