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Find Top Financial Advisors in Toano, Virginia

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Toano, Virginia
Last Updated - 22-Nov-2022

Toano has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 8 non-vetted advisors in your local area. These financial advisors in Toano, Virginia have an average of 17 years of experience.

NOTE: The list of financial advisors in Toano, Virginia mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Toano, Virginia.

Qualified Financial Advisors in Toano, Virginia
Financial Advisor Experience AUM Minimum Assets Fee Structure
Matthew Preddy
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
200 Westgate Pkwy,
Suite 202,
Henrico, VA 23233
17 Not Specified Not Specified Fee-Based
Emily Robbins
CRPS®
VIRGINIA ASSET GROUP
607 Lynnhaven Parkway,
Virginia Beach, VA 23452
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Toano

Qualifications CRD# 4827370
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 200 Westgate Pkwy,
Suite 202,
Henrico,
VA
23233
Phone Number 804-882-4128

I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I'm not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 607 Lynnhaven Parkway,
Virginia Beach,
VA
23452
Phone Number 757-747-2556

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.

About Virginia Asset Group

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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


List of Additional Advisors in Toano, Virginia*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Lauren Radabaugh
Inquire with Lauren
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
Renee Cokes
Inquire with Renee
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
Christopher Spillare
Inquire with Christopher
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
Anje Chandler
Inquire with Anje
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
Paula Dean
Inquire with Paula
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
Bobbie Washington
Inquire with Bobbie
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
Anita Hazelwood
Inquire with Anita
3600 La Grange Parkway, Toano, VA  23168 757-741-2244
C&F Bank
Inquire with C&F
3600 LaGrange Pkwy, Toano, VA  23168 757-741-2229
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    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.

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    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?