WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Suffolk, Virginia. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Suffolk, Virginia|
|Financial Advisor||Office Location||Phone Number|
Envision Wealth Management
1 Columbus CTR, STE 800,
Virginia Beach, VA 23462
Virginia Asset Group
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
Series 6, 7, 63, 65
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee
1 Columbus CTR, STE 800,
VA 23462 Phone Number (757) 7773121
I am Jonathan Muhlendorf, a husband, father, aquarium enthusiast, community leader and sailor. Those who know me well think my greatest gift is my ability to get right to the point and provide straightforward answers. The most important decision I have made over my 20 year career is to give unbiased advice with no corporate agenda, sales goals, or conflicts of interest. My goal has always been to make a difference in my client's lives as well as my community. I believe that financial planning does not have to be complicated, thus Envision Wealth Management was born and continues to find ways to improve our client's lives while simplifying the financial planning process.
With no sales quotas to meet or corporate interests to serve, we are able to offer our clients objective financial advice and investment recommendations. Clients truly appreciate our independent thinking. Our comprehensive financial planning process is designed to simplify your life so you can make sense of an increasingly complex world. Our firm utilizes industry- leading technology and personalized attention to deliver a world class experience. Most client assets are held at Fidelity Investments and we provide personalized client websites that can track your entire financial life, including housing important documents in our digital vault. Life is too short to pay too much in taxes and investment fees. Our investment management process is designed to maximize returns by finding creative ways to lower your tax bill and help you save on hidden investment fees that you may not be aware of. We utilize a combination of individual securities, exchange traded funds and mutual funds to find the best risk adjusted returns for a potentially lower cost. Consolidated performance reporting is available in real time on your website and we meet with our clients on a continual basis either in person or via video conference.
Series 7, 66
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee
607 Lynnhaven Parkway,
VA 23452 Phone Number (757) 7472556
Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance. She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve. Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.
We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgeable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.
* Additional advisor listing is provided in partnership with YEXT
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?