Fiduciary advisors in Roanoke, VA

Roanoke, Virginia

Insurance-Based

Andrew Fenstermaker is a co-founder and financial advisor at Solid Rock Financial Partners, LLC in Roanoke, Virginia. The firm specializes in retirement planning and investment management, offering financial planning and insurance analysis services. Solid Rock Financial Partners operates as an insurance-based advisory firm.

Roanoke, Virginia

C. Whitney Brown Jr., CFA, CIC, provides financial planning services from Roanoke, Virginia. As a CFA charterholder, Brown brings credentials in investment analysis and portfolio management to client engagements. Services are available in English.

Roanoke, Virginia

Capital Life & Retirement, LLC is a Roanoke-based firm specializing in retirement planning and insurance analysis. The firm serves clients in Virginia and works with individuals navigating retirement-related financial decisions

Roanoke, Virginia

Daniel Webb, Financial Advisor with Solid Rock Financial Partners, LLC, operates in Roanoke, Virginia. The firm provides financial planning services with focus areas in retirement planning and investment management. English-language service is available.

Roanoke, Virginia

Guelich Capital Management LLC provides financial planning and investment management services to clients in Roanoke, Virginia. The firm operates primarily in English and serves the local community through its core service offerings.

Roanoke, Virginia

Henry Caldwell operates as a Raymond James financial advisor in Roanoke, Virginia, focusing on retirement planning and small business services. The team holds the CLU (Chartered Life Underwriter) credential and conducts business in English.

Roanoke, Virginia

James Hall Jr. provides financial planning services to clients in Roanoke, Virginia. Operating as an independent advisor, the firm works with clients on matters related to financial planning. English is spoken

Roanoke, Virginia

Martin Wealth Solutions is a financial planning firm based in Roanoke, Virginia. The firm provides financial planning services to clients in the area. Martin Wealth Solutions has a 5-star rating on Google based on 91 reviews.

Roanoke, Virginia

Wirehouse

Merrill Lynch Wealth Management operates in Roanoke, Virginia, offering financial planning and investment management services. As a wirehouse firm, it provides investment management and wealth management to clients in the area. The office conducts business in English.

Roanoke, Virginia

PeakValley Wealth, LLC is a financial planning and investment management firm based in Roanoke, Virginia. The firm provides financial planning and investment management services to clients in the area.

Roanoke, Virginia

Selective Wealth Management - Roanoke is located in Roanoke, Virginia and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Roanoke, Virginia

Valley Wealth Group is a financial planning firm located in Roanoke, Virginia, specializing in retirement planning. The firm provides financial planning and retirement planning services to clients in the area.