Financial Planners in Roanoke, VA

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1. Ayers Financial Services

Ayers Financial Services

5185 Peters Creek Rd NW, Roanoke, VA 24019

CLOSED NOW:9:00 am - 5:00 pm

From Business: We believe a values-based, comprehensive approach to your wealth is accomplished by addressing these five areas: Income, Taxes, Healthcare, Investments and Estate Planning. We…

YP
33 Years
in Business

2. James Harlow - Private Wealth Advisor, Ameriprise Financial Services

James Harlow - Private Wealth Advisor, Ameriprise Financial Services

3130 Chaparral Dr Ste 204, Roanoke, VA 24018

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

3. Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services

Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services

3130 Chaparral Dr Ste 204, Roanoke, VA 24018

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

4. Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services

Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services

2965 Colonnade Dr Ste 320, Roanoke, VA 24018

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

5. Wells Fargo Advisors

Wells Fargo Advisors

10 S Jefferson St, Roanoke, VA 24011

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

YP
24 Years
in Business

6. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

114 Market St SE, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in ROANOKE, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

7. Allison Oakey - RBC Wealth Management Financial Advisor

Allison Oakey - RBC Wealth Management Financial Advisor

110 Franklin Rd SE Ste 400, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

8. Michael Kemp - RBC Wealth Management Financial Advisor

Michael Kemp - RBC Wealth Management Financial Advisor

110 Franklin Rd SE Ste 400, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

9. Edward Link Jr - RBC Wealth Management Financial Advisor

Edward Link Jr - RBC Wealth Management Financial Advisor

110 Franklin Rd SE Ste 400, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

10. Bradley Blum - RBC Wealth Management Financial Advisor

Bradley Blum - RBC Wealth Management Financial Advisor

110 Franklin Rd SE Ste 400, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

11. Samuel Oakey - RBC Wealth Management Financial Advisor

Samuel Oakey - RBC Wealth Management Financial Advisor

110 Franklin Rd SE Ste 400, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

12. BB&T Scott & Stringfellow

BB&T Scott & Stringfellow

111 Franklin Rd SE Ste 200, Roanoke, VA 24011

CLOSED NOW:9:00 am - 5:00 pm

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…

YP
36 Years
in Business

13. Titan Wealth Management

Titan Wealth Management

129 Campbell Ave SE Ste 202, Roanoke, VA 24011

CLOSED NOW:9:00 am - 4:00 pm

From Business: Titan Wealth Management is a comprehensive Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. Keith Cox is the…

14. Brooks Financial Group-Ameriprise Financial Services Inc

Brooks Financial Group-Ameriprise Financial Services Inc

1017 2nd St SW, Roanoke, VA 24016

CLOSED NOW:8:30 am - 5:00 pm

From Business: The advisor listed is an Ameriprise financial advisor in Roanoke. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

15. Stephanie Leiser - Thrivent

Stephanie Leiser - Thrivent

1340 Maple Ave SW, Roanoke, VA 24016

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephanie Leiser is committed to providing financial advice,…

16. Charles Leiser - Thrivent

Charles Leiser - Thrivent

1340 Maple Ave SW, Roanoke, VA 24016

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charles Leiser is committed to providing financial advice,…

17. Charles Schwab

Charles Schwab

2219 Colonial Ave SW, Roanoke, VA 24015

CLOSED NOW:9:00 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

18. Daniel Webb, Co-Founder - Solid Rock Financial Partners

Daniel Webb, Co-Founder - Solid Rock Financial Partners

4419 Pheasant Ridge Rd Ste 301, Roanoke, VA 24014

CLOSED NOW:9:00 am - 5:00 pm

From Business: As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and…

YP
180 Years
in Business

19. Glenn Kent - Financial Advisor, Ameriprise Financial Services

Glenn Kent - Financial Advisor, Ameriprise Financial Services

3130 Chaparral Dr Ste 204, Roanoke, VA 24018

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Matthew Ely - Financial Advisor, Ameriprise Financial Services

Matthew Ely - Financial Advisor, Ameriprise Financial Services

3130 Chaparral Dr Ste 204, Roanoke, VA 24018

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. Tyler Laughon - Financial Advisor, Ameriprise Financial Services

Tyler Laughon - Financial Advisor, Ameriprise Financial Services

3130 Chaparral Dr Ste 204, Roanoke, VA 24018

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Allstate Personal Financial Representative: JOHN BENNETT

Allstate Personal Financial Representative: JOHN BENNETT

6711 Williamson Rd, Roanoke, VA 24019

CLOSED NOW:9:00 am - 6:00 pm

From Business: As a Personal Financial Representative in Roanoke, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each…

23. Richard La Rose - Private Wealth Advisor, Ameriprise Financial Services

Richard La Rose - Private Wealth Advisor, Ameriprise Financial Services

2965 Colonnade Dr Ste 320, Roanoke, VA 24018

CLOSED NOW:8:00 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Christine Smith - Financial Advisor, Ameriprise Financial Services

Christine Smith - Financial Advisor, Ameriprise Financial Services

2758 Electric Rd Ste D, Roanoke, VA 24018

CLOSED NOW:8:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Edward Jones - Financial Advisor: Robert Norris

Edward Jones - Financial Advisor: Robert Norris

4950 Brambleton Ave, Roanoke, VA 24018

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

29. Edward Jones - Financial Advisor: Nicholas K Lopez

Edward Jones - Financial Advisor: Nicholas K Lopez

41 Summers Way Ste 102, Roanoke, VA 24019

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

30. Mercer Advisors - Roanoke

Mercer Advisors - Roanoke

2008 Stephenson Ave SW, Roanoke, VA 24014

CLOSED NOW:8:00 am - 5:00 pm

From Business: Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special…

YP
40 Years
in Business

We found 56 results for Financial Planners in or near Roanoke, VA.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Roanoke, Downtown Salem, and Grandin Court.