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State DirectoryInvestment Advisory Service in Lightfoot, VA
4. Edward Jones - Financial Advisor: Nathan D Hansen
201 Bulifants Blvd Ste D, Williamsburg, VA, 23188
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…
5. Edward Jones - Financial Advisor: Jason M Blanchard, ChFC®|AAMS™
201 Bulifants Blvd Ste D, Williamsburg, VA, 23188
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…
13. Vertical Wealth Management
4345 New Town Ave Ste 200, Williamsburg, VA, 23188
From Business: Vertical Wealth Management is a full-service Wealth Management firm serving the Washington DC-Northern Virginia Corridor and Tidewater/Coastal Virginia cities virtually, or…
16. Amanda Ulishney
5216 Monticello Ave, Williamsburg, VA, 23188
From Business: Amanda has 26 years of experience in the financial services industry and has been with TowneBank for many years. She is active in the Williamsburg community and serves on the…
17. Donna McMahon
5216 Monticello Ave, Williamsburg, VA, 23188
From Business: Donna is a commercial and consumer banker known for providing her members with high-touch service throughout the loan process and in all of their banking needs. She has been in…
18. Mike Franks
5216 Monticello Ave, Williamsburg, VA, 23188
From Business: Mike is a Commercial Banking Officer who specializes in financing opportunities for Commercial & Industrial (C&I), Commercial Real Estate (CRE) and Acquisition & Development…
19. Anne Reger
5216 Monticello Ave, Williamsburg, VA, 23188
From Business: Anne has been in the financial services industry for over 25 years. She is committed to providing exceptional service and using her professional expertise to assist our members…
20. Page Piland
1510 Quarterpath Rd, Williamsburg, VA, 23185
From Business: Page joined TowneBank in 2019 after serving in previous roles in the retail banking industry, as well as sales management, pharmaceutical sales, and customer service. Providing…
21. Anne Conner
1510 Quarterpath Rd, Williamsburg, VA, 23185
From Business: Anne manages corporate federal tax liability through investment in privately placed tax-exempt bond issues as well as new markets, historic rehabilitation, and low-income…
22. Marsha Hardee
5216 Monticello Ave, Williamsburg, VA, 23188
From Business: As a private banking officer, Marsha invests time with each of her members to assess their financial goals and challenges and collaborates with them to find individualized…
23. Compass Wealth Strategies - Ameriprise Financial Services
901 Richmond Rd, Williamsburg, VA, 23185
From Business: At Compass Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…
24. Noah Scruggs - Private Wealth Advisor, Ameriprise Financial Services
901 Richmond Rd, Williamsburg, VA, 23185
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…
25. Freda, Michael T, AGT
1769 Jamestown Rd, Williamsburg, VA, 23185
From Business: Michael Thomas Freda is a Licensed Financial Representative with Primerica serving JERICHO and its surrounding areas.
26. Rowe, Jason, AGT
266 Mclaws Cir, Williamsburg, VA, 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
27. Mattheisen, Stephen P
266 Mclaws Cir, Williamsburg, VA, 23185
From Business: Welcome to Merrill Lynch in WILLIAMSBURG, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
28. Keating, Michael
266 Mclaws Cir, Williamsburg, VA, 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
29. Paschold, Amy
266 Mclaws Cir, Williamsburg, VA, 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
30. Jacobs, Alice
266 Mclaws Cir, Williamsburg, VA, 23185
From Business: Welcome to Merrill Lynch in Williamsburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…