Financial Assistance Winchester VA

Financial Assistance in Winchester, VA. Find directions and phone numbers for Financial Assistance in Winchester, VA.

Julia Connell
Hoxton Financial, Inc.
(540) 450-1500
35 North Braddock Street
Winchester, VA
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Christine Mistr
Dominion Financial Consultants, LLC
(540) 535-0505
45 East Boscawen Street, 3rd Floor
Winchester, VA
Expertises
Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, JD

Mr. John R. Clawson, CFP®
(540) 662-4642
2971 Valley Ave
Winchester, VA
Firm
Waddell & Reed Financial Advisors
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mrs. Julia M Connell, CFP®
(540) 450-1500
35 N. Braddock Street
Winchester, VA
Firm
Hoxton Financial, Inc.

Data Provided by:
Mr. Paul Magness, CFP®
(540) 723-2467
440 W Jubal Early Dr Ste 260
Winchester, VA
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Government and Military, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Archibald Hoxton
Hoxton Financial, Inc.
(540) 450-1500
35 North Braddock Street
Winchester, VA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Blaine Dunn
Dunn Financial Advisors, LLC
(540) 665-8006
115 Bedford Drive
Winchester, VA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Advising Medical Professionals, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Mr. Thomas E. Stine, CFP®
(540) 450-1500
35 N Braddock St
Winchester, VA
Firm
HFI Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Jeremy D. Nichols, CFP®
(540) 662-5233
24 W Piccadilly St
Winchester, VA
Firm
Winchester Wealth Management

Data Provided by:
Mr. J. Stephen Bauserman, CFP®
(703) 667-4272
609 S Braddock St
Winchester, VA
Firm
Bauserman Financial Services,Inc.
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
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