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Christmas without Cash Vinton VA

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Vinton, VA. We have compiled a list of businesses and services around Vinton, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Andrew Hudick
Fee-Only Financial Planning, L.C.
(540) 342-7102
355 Campbell Avenue SW
Roanoke, VA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

James Pearman
Partners in Financial Planning, LLC
(540) 444-2930
421 South College Avenue
Salem, VA
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Charitable Giving - Trusts & Foundations, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

John H. Saunders, CFP®
(540) 855-3380
10 S. Jefferson St.; Suite 1050
Roanoke, VA
Firm
UBS Financial Services Inc.
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided By:
Mr. Mark J. Bukowski, CFP®
(540) 563-6113
201 S Jefferson St Ste A
Roanoke, VA
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $1,000,001 or more

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Robert Edward Brailsford, CFP®
(540) 983-6917
10 Franklin Rd SE
Roanoke, VA
Firm
Davenport & Company
Areas of Specialization
Investment Management

Data Provided By:
Cynthia Petzold
CommonWealth Financial Planning, LLC
(540) 772-0474
PO Box 21164
Roanoke, VA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Pamela Poldiak
Partners in Financial Planning, LLC
(540) 444-2930
421 South College Avenue
Salem, VA
Expertises
Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Bruce H. Harrison, CFP®
(540) 204-9310
24 Church Ave SE
Roanoke, VA
Firm
Harrison & Company Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Vance C Barrett, CFP®
(540) 588-3881
10 Franklin Rd SE Ste 201
Roanoke, VA
Firm
SunTrust Banks Inc.

Data Provided By:
Lisa Angle, CFP®
(540) 985-5425
114 Market St SE Ste 200
Roanoke, VA
Firm
Merrill Lynch Group, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Intergenerational Planning

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