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State DirectoryMutual Funds in Somerset, VA
1. Edward Jones - Financial Advisor: Laurie Maddox
5928 Seminole Trl Ste 106, Barboursville, VA 22923
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…
2. Edward Jones - Financial Advisor: Jeff Earnhardt, AAMS™
118 W Main St, Orange, VA 22960
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
3. Nationwide Insurance
185A Madison Rd, Orange, VA 22960
From Business: Nationwide Insurance Agent Michael Arnold is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.
4. Third Millennium Advisors Inc
4493 Stony Point Rd, Barboursville, VA 22923
From Business: Financial Health for Today and Tomorrow.Third Millennium Advisors provides comprehensive wealth management services to successful individuals and families in the…
5. Glenn Catalano - Financial Advisor, Ameriprise Financial Services
620 Woodbrook Dr Ste 4A, Charlottesville, VA 22901
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…
6. Kristen Hardy - Private Wealth Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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…
7. Joseph Feola - Private Wealth Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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…
8. Laura Pittman - Financial Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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…
10. David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services
908 E Jefferson St Ste 201, Charlottesville, VA 22902
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…
11. TIAA Financial Services
650 Peter Jefferson Pkwy Ste 250, Charlottesville, VA 22911
From Business: Our wealth management advisors in TIAA’s Charlottesville, VA office are available to help clients achieve their financial goals by planning for lifelong income, saving for…
12. MaryAnna Gilmer - Financial Advisor, Ameriprise Financial Services
675 Peter Jefferson Pkwy Ste 220, Charlottesville, VA 22911
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…
13. Platt Financial
154 Hansen Rd, Charlottesville, VA 22911
From Business: Platt Financial specializes in providing financial solutions for those in the "wealth conservation" or "distribution" stages of their financial lives. Its financial advisors…
14. Morgan Stanley Wealth Management
401 E Market St, Charlottesville, VA 22902
From Business: Morgan Stanley, established in 1935, offers a wide range of investment banking, research, sales, trading and asset management services. It also offers securities underwriting,…
15. Shelly Pellish - Financial Advisor, Ameriprise Financial Services
240 W Main St Ste 135, Charlottesville, VA 22902
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…
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