Financial Planners in Somerville, VA

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1. Annuity General

Annuity General

Serving the Somerville Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. First Command Financial Advisor - Jess Ziegelbauer

First Command Financial Advisor - Jess Ziegelbauer

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: Jessica Ziegelbauer joined First Command Financial Services as a Financial Advisor in May 2006. Previously, she served as an instructor at the University of Illinois and the…

3. First Command Financial Advisor - Olivia Inglett, CFP®

First Command Financial Advisor - Olivia Inglett, CFP®

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: Olivia Inglett joined First Command Financial Services as a Financial Advisor in May 2016. As a military spouse, she understands the unique situations and circumstances that…

4. First Command District Advisor - Vanessa Chambers

First Command District Advisor - Vanessa Chambers

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: Vanessa Chambers joined First Command Financial Services as a Financial Advisor in February 2015. A graduate of Strayer University with a Bachelor's degree in International…

5. First Command Financial Advisor - Nick Cavano

First Command Financial Advisor - Nick Cavano

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: Nicholas Cavano joined First Command Financial Services as a Financial Advisor in February 2021. He is excited about the opportunity to help people make the smart financial…

6. First Command Financial Advisor - Anthony Destefano

First Command Financial Advisor - Anthony Destefano

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: Anthony Destefano joined First Command Financial Services as a Financial Advisor in February 2024. As a military spouse, he understands the unique situations and circumstances…

7. First Command Financial Advisor - Liam Godbold

First Command Financial Advisor - Liam Godbold

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term…

8. First Command Financial Advisor - Eric Green

First Command Financial Advisor - Eric Green

125 Woodstream Blvd Ste 115, Stafford, VA 22556

CLOSED NOW:Closed

From Business: Eric Green joined First Command Financial Services as a Financial Advisor in July 2017, following a 18-year career in the United States Marines as an Infantry Officer, where he…

11. Edward Jones - Financial Advisor: Eric Pol

Edward Jones - Financial Advisor: Eric Pol

13061 Fitzwater Dr, Nokesville, VA 20181

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

12. Edward Jones - Financial Advisor: Brad Booth

Edward Jones - Financial Advisor: Brad Booth

2773 Richmond Hwy Ste 103, Stafford, VA 22554

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…

YP
103 Years
in Business

13. Lionheart Financial Planning, Inc.

Lionheart Financial Planning, Inc.

76 Water Way, Stafford, VA 22556

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

From Business: Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services to residents…

16. Tracey Vollmer - Financial Advisor, Ameriprise Financial Services

Tracey Vollmer - Financial Advisor, Ameriprise Financial Services

9117 Center St, Manassas, VA 20110

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…

17. James Tobias - Thrivent

James Tobias - Thrivent

205 Keith St Ste 2, Warrenton, VA 20186

CLOSED NOW:Closed

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

18. Vicki Thorpe - Thrivent

Vicki Thorpe - Thrivent

1320 Central Park Blvd Ste 200, Fredericksburg, VA 22401

CLOSED NOW:Closed

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

19. Zircon Financial Services

Zircon Financial Services

17739 Main St Ste 350, Dumfries, VA 22026

CLOSED NOW:Closed

From Business: Zircon Financial Services is a one-stop shop for all of your wealth management and financial planning needs. Whether you're looking to build wealth, protect assets, or manage…

YP
6 Years
in Business

20. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

910 Princess Anne St, Fredericksburg, VA 22401

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

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

YP
111 Years
in Business

21. Patrick Langdon - Private Wealth Advisor, Ameriprise Financial Services

Patrick Langdon - Private Wealth Advisor, Ameriprise Financial Services

9117 Center St, Manassas, VA 20110

CLOSED NOW:Closed

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. Whitlock Wealth - Ameriprise Financial Services

Whitlock Wealth - Ameriprise Financial Services

9073 Center St, Manassas, VA 20110

CLOSED NOW:Closed

From Business: At Whitlock Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

23. Ike Elele - Associate Financial Advisor, Ameriprise Financial Services

Ike Elele - Associate Financial Advisor, Ameriprise Financial Services

9073 Center St, Manassas, VA 20110

CLOSED NOW:Closed

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. BB&T Scott & Stringfellow

BB&T Scott & Stringfellow

9200 Church St Ste 100, Manassas, VA 20110

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
37 Years
in Business

25. Brian Shanley - Financial Advisor, Ameriprise Financial Services

Brian Shanley - Financial Advisor, Ameriprise Financial Services

9073 Center St Ste 101, Manassas, VA 20110

CLOSED NOW:Closed

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…

26. First Command

First Command

319 Potomac Ave Ste 100, Quantico, VA 22134

CLOSED NOW:Closed

From Business: First Command's Financial Advisors in Quantico, VA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially…

27. First Command Financial Advisor - Elizabeth Cosden

First Command Financial Advisor - Elizabeth Cosden

319 Potomac Ave Ste 100, Quantico, VA 22134

CLOSED NOW:Closed

From Business: Elizabeth Cosden joined First Command Financial Services as a Financial Advisor in October 2022. As a military spouse, she understands the unique situations and circumstances…

28. Carradice Wealth Advisors

Carradice Wealth Advisors

12700 Black Forest Ln Ste 310, Woodbridge, VA 22192

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

From Business: Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure…

29. Matthew V Poteete - Financial Advisor, Ameriprise Financial Services

Matthew V Poteete - Financial Advisor, Ameriprise Financial Services

12700 Black Forest Ln Ste 310, Woodbridge, VA 22192

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…

30. Timothy McCleerey - Financial Advisor, Ameriprise Financial Services

Timothy McCleerey - Financial Advisor, Ameriprise Financial Services

12700 Black Forest Ln Ste 310, Woodbridge, VA 22192

CLOSED NOW:Closed

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…

We found 49 results for Financial Planners in or near Somerville, 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 Manassas, Prince William County Center, and The Courts at County Center Condominiums.