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Financial Planners in Ruby, VA

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1. 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 feeonly Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services to residents of…

2. First Command Financial Advisor - Chase Messinger, CMFA™

First Command Financial Advisor - Chase Messinger, CMFA™

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

From Business: Chase Messinger joined First Command Financial Services as a Financial Advisor in June 2026. He is excited about the opportunity to help people make the smart financial…

YP
22 Years
in Business
Amenities:
Wheelchair accessible

3. First Command Financial Advisor - Jess Ziegelbauer

First Command Financial Advisor - Jess Ziegelbauer

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

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…

4. First Command District Advisor - Vanessa Chambers

First Command District Advisor - Vanessa Chambers

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

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:8:30 am - 5:00 pm

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 - Christine Cortes, CMFA™|MSFP|CFP®

First Command Financial Advisor - Christine Cortes, CMFA™|MSFP|CFP®

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

From Business: Christine Cortes joined First Command Financial Services as a Financial Advisor in March 2026. She previously worked for 25 years as a Producing Manager at other large…

7. First Command Financial Advisor - Donald Burklew

First Command Financial Advisor - Donald Burklew

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

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 - Andy Garlington

First Command Financial Advisor - Andy Garlington

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

From Business: After twenty-three years as a Navy Surface Warfare Officer and ten years as a GS15 working for the Navy and Marine Corps, I understand the complex challenges and unique…

9. First Command Financial Advisor - David Ready, MBA|CMFA™

First Command Financial Advisor - David Ready, MBA|CMFA™

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

From Business: David Ready joined First Command Financial Services as a Financial Advisor in December 2025, following a 30-year career in the United States USMC, where he attained the rank of…

10. First Command Financial Advisor - Liam Godbold

First Command Financial Advisor - Liam Godbold

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

From Business: Liam Godbold joined First Command Financial Services as a Financial Advisor in January 2025. He is excited about the opportunity to help people make the smart financial…

11. First Command Financial Advisor - Anthony Destefano

First Command Financial Advisor - Anthony Destefano

125 Woodstream Blvd Ste 115, Stafford, VA 22556

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

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…

14. Bankers Life

Bankers Life

12225 Amos Ln Ste 202/204, Fredericksburg, VA 22407

From Business: Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and…

15. Zircon Financial Services - Jocinta Powell, MBA, ChFC, CLU

Zircon Financial Services - Jocinta Powell, MBA, ChFC, CLU

17739 Main St Ste 350, Dumfries, VA 22026

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

From Business: Zircon Financial Services provides personalized financial planning and wealth management services for individuals, families, business owners, athletes, military professionals,…

YP
7 Years
in Business

16. First Command

First Command

319 Potomac Ave Ste 100, Quantico, VA 22134

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

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…

17. First Command Financial Advisor - Elizabeth Cosden

First Command Financial Advisor - Elizabeth Cosden

319 Potomac Ave Ste 100, Quantico, VA 22134

CLOSED NOW:9:00 am - 2:00 pm

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…

18. Vicki Thorpe - Thrivent

Vicki Thorpe - Thrivent

1320 Central Park Blvd Ste 200, Fredericksburg, VA 22401

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

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. Michael Murray - Thrivent

Michael Murray - Thrivent

1320 Central Park Blvd Ste 200, Fredericksburg, VA 22401

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

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

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
112 Years
in Business

21. Janney Montgomery Scott

Janney Montgomery Scott

725 Jackson St Ste 204, Fredericksburg, VA 22401

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

From Business: Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term…

22. Rob Schneider - Financial Advisor, Ameriprise Financial Services

Rob Schneider - Financial Advisor, Ameriprise Financial Services

12751 Marblestone Dr Ste 200, Woodbridge, VA 22192

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

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…

23. Nicholas T O'Gwin - Private Wealth Advisor, Ameriprise Financial Services

Nicholas T O'Gwin - Private Wealth Advisor, Ameriprise Financial Services

12751 Marblestone Dr Ste 200, 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…

24. Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services

Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services

12751 Marblestone Dr Ste 200, 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…

25. Hallett Gates - Financial Advisor, Ameriprise Financial Services

Hallett Gates - Financial Advisor, Ameriprise Financial Services

12751 Marblestone Dr Ste 200, 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…

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

Matthew V Poteete - Financial Advisor, Ameriprise Financial Services

12751 Marblestone Dr Ste 200, 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…

27. Timothy McCleerey - Private Wealth Advisor, Ameriprise Financial Services

Timothy McCleerey - Private Wealth Advisor, Ameriprise Financial Services

12751 Marblestone Dr Ste 200, Woodbridge, VA 22192

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

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…

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. United Bank

United Bank

501 Jefferson Davis Highway Emancipation Highway C, Fredericksburg, VA 22401

CLOSED NOW:9:00 am - 4:00 pm

From Business: At United Bank, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer…

30. Burke & Herbert Bank

Burke & Herbert Bank

4605 Daisy Reid Ave, Lake Ridge, VA 22192

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

From Business: As Virginia’s oldest bank, we’ve helped build steady prosperity for businesses, families, and communities since 1852, delivering expert guidance, strong local leadership, and…

YP
174 Years
in Business

We found 68 results for Financial Planners in or near Ruby, VA.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Financial Planning Consultants. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Manassas, and Tacketts Mill.