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2024

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Best Financial Advisors in Suffolk, VA

Our Recommended Top 16

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Suffolk Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

36Reviewed

28Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Suffolk, VA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Suffolk, VA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Suffolk? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1 Columbus CTR, #800, Virginia Beach, VA 23462

Expertise.com Rating

Review Sources

Facebook
4.8 (10)
Google
5.0 (3)

Why choose this provider?

Envision Wealth Management is a firm that serves Suffolk. It provides a range of customized services through its 9-step Envision Planning Process, which involves comprehensive business owner planning and advice, capital and investment management, and financial and retirement planning. It also offers various retirement plans, including 401(k)s and ESOPs. It assesses its clients’ financial situation and uses the gathered data to develop plans and deal with estate planning, retirement income strategies, and long-term care.

  • Retirement Planning
  • Investment Management

1321 Jamestown Road, Suite 104, Williamsburg, VA 23185

Expertise.com Rating

Why choose this provider?

Joss Brown Wealth Advisors is a team of fiduciaries that offers services to clients in various locations, including Suffolk. The company's primary goal is to assist clients in achieving theirs by providing planning services for financial goals, retirement, risk management and insurance, investment, tax, and real estate. It also offers corporate and non-profit solutions for endowments, retirement plans, and non-profit investment portfolios. Co-founder Daniel D. Joss is a CFP. He received the Kinder Institute of Life Planning's Registered Life Planning accreditation in 2009.

  • Certified Financial Planner (CFP)

3216 Harvesttime Crescent, Chesapeake, VA 23321

Expertise.com Rating

Why choose this provider?

Great Circle Wealth Strategies provides residents of Suffolk with the expertise of financial advisors who help create and preserve wealth, formulate retirement funding strategies, and assist in estate distribution and conservation. They help minimize and manage risk and guide clients on how to make their investments and savings work for them. President and founder Roland Martin is a Certified Financial Planner who has been helping people attain financial security for over 30 years. He is also an Accredited Wealth Management Advisor.

  • Financial Planning

204 Military Road, Suffolk, VA 23434

Why choose this provider?

The Nansemond River Financial Services provides financial, investment, and insurance planning services to individuals and families in Suffolk. It works with them in crafting plans and strategies that allow them to secure their financial needs. The firm also offers risk management and business succession planning services to business owners. Sole advisor Mark U. McGahee, who has more than three decades of industry experience, is a Certified Financial Planner. He also serves as a contributing financial columnist to The Suffolk News-Herald.

  • Financial Planning

5544 Greenwich Rd. Suite 303, Virginia Beach, VA 23462

Expertise.com Rating

Why choose this provider?

First Financial Group is a full-service financial company that serves clients in Suffolk. Individuals and businesses can benefit from the firm's wide range of financial management services. Investment management, college funding, insurance planning, retirement planning, and estate planning are among the services provided by its financial advisors. The team also handles risk management and business succession planning. The independent insurance company has been serving clients for over 40 years. It collaborates with more than 150 representatives and 2,500 financial brokers.

  • Retirement Planning

1889 Governor’s Pointe Drive, Suffolk, VA 23436

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Freedom Street Partners serves the financial planning needs of individuals and families in and around Suffolk. Its financial advisors offer a broad range of solutions, such as retirement planning, multigenerational wealth transfer, and investment management. Additionally, the firm helps clients build legacies through trust and estate planning services. The company's CEO, Scott Danner, holds the designation of Accredited Asset Management Specialist through the College for Financial Planning. He was also included in Forbes' list of Best in State Wealth Advisors for 2021.

  • Certified Financial Planner (CFP)

1510 Breezeport Way #800, Suffolk, VA 23435

Expertise.com Rating

Review Sources

Facebook
4.6 (5)
Google
4.5 (2)

Why choose this provider?

Korving & Company is a financial planning firm serving retirees, families, and individuals residing in Suffolk and nearby areas. The firm's financial planning team guide, empower, and work alongside clients to help them attain their own unique goal of financial security. Its financial planning services include planning for retirement, college fund, and estate and succession. Korving & Company also helps in developing dynamic investment portfolios, regularly evaluating and adjusting asset allocations to anticipate and adapt to market and economic conditions.

  • Certified Financial Planner (CFP)

733 Boush Street, Suite 100, Norfolk, VA 23510

Why choose this provider?

Heritage Wealth Management Group caters to clients in Suffolk who wish to plan their future and current finances. It specializes in wealth management services to assist individuals in meeting their financial goals. Its team also understands clients' needs by discovering their concerns, determining suitable strategies, implementing plans, monitoring outcomes, and evaluating results. This company is also available for estate planning, employee benefits optimization, and household budgeting services. Its president, Peter H. Bryan, has been providing financial services to clients since 1989.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

575 Lynnhaven Parkway, Suite 310, Virginia Beach, VA 23452

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Financial Security has been serving clients in Suffolk and the surrounding areas since 1997. Its financial planners and investment advisors help clients achieve financial independence. The firm provides an array of financial planning services that include cash flow management, wealth accumulation strategies, risk management, and estate and tax planning. Its financial advisors develop customized strategies that integrate the financial and psychological factors that affect the lives of clients. It offers securities through Financial Security Management, Inc.

  • Certified Financial Planner (CFP)

295 Bendix Road, Suite 170, Virginia Beach, VA 23452

Expertise.com Rating

Why choose this provider?

Hook Law Center is an investment advisory firm serving clients in Suffolk. It caters to seniors and disabled individuals and their families, guiding them in navigating the legal process and creating individualized plans to secure their futures. The company offers investment advice, helping clients develop their financial objectives and goals and update their investment objectives. Its financial planners also handle long-term, life care, estate, and business succession planning. The company serves as a member of the NAELA and SNA.

  • Finance Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

440 Monticello Ave., Ste. 1620, Norfolk, VA 23510

Expertise.com Rating

Why choose this provider?

Wealthway Financial Advisors is a financial planning firm serving Suffolk. Its comprehensive services include accumulation and estate planning, insurance analysis, investment management, and retirement design. It assists clients in navigating the processes of reviewing clients’ financial data to establish their needs, advising on investment strategies, constructing portfolios tailored to goals, and conducting ongoing plan reviews. Company president Kevin J. Zywna is a member of the Financial Planning Association of Hampton Roads and hosts the radio show “Dollars and Common Sense.”

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

11827 Canon Boulevard, Suite 204, Newport News, VA 23606

Expertise.com Rating

Why choose this provider?

Established in 2003, Mason is an independent financial planning firm that serves clients in Suffolk and the surrounding areas. It comprises financial planners who assist clients in financial planning that involves the conception, implementation, and ongoing maintenance of the financial plan. They collaborate closely with clients so that the financial strategy meets unique goals, circumstances, and priorities. With the guidance of an estate attorney, the firm’s financial planning team also helps in the formulation, execution, and ongoing management of an estate plan.

  • Certified Financial Planner (CFP)

330 West Constance Road Suite 200, Suffolk, VA 23434

Expertise.com Rating

Why choose this provider?

Located in Suffolk, Davenport is a group of financial advisors who help families and institutions build their wealth. Originally founded in 1863, it offers a variety of services, including managed money, equity research, brokerage, and corporate retirement planning. With over 400 associates and 180 financial advisors, Davenport has received multiple commendations for its leadership and industry contributions. Its recognitions include Business North Carolina Magazine's Best Employers in North Carolina and Top Workplace by Richmond Times Dispatch.

  • Certified Financial Planner (CFP)

4317 Bonney Rd, Virginia Beach, VA 23452

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Wealth Avenue is a financial advisory firm that serves professionals and individuals in the Suffolk metro and the surrounding areas. It offers a wide range of services, including financial and business, retirement, income tax, and estate planning. Its team helps its clients in establishing their financial goals, analyzing their financial status, discussing investment risks, and developing alternatives. Xerxes Nabong, the co-founder of the company, is a Certified Financial Planner who started his career in financial services in 2005.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Suffolk, VAFree Consultation
Envision Wealth Management
1 Columbus CTR, #800, Virginia Beach, VA 23462
Joss Brown Wealth Advisors
1321 Jamestown Road, Suite 104, Williamsburg, VA 23185
Great Circle Wealth Strategies
3216 Harvesttime Crescent, Chesapeake, VA 23321
Nansemond River Financial Services
204 Military Road, Suffolk, VA 23434
First Financial Group
5544 Greenwich Rd. Suite 303, Virginia Beach, VA 23462
Freedom Street Partners
1889 Governor’s Pointe Drive, Suffolk, VA 23436
Korving & Company
1510 Breezeport Way #800, Suffolk, VA 23435
Heritage Wealth Management Group
733 Boush Street, Suite 100, Norfolk, VA 23510
Financial Security
575 Lynnhaven Parkway, Suite 310, Virginia Beach, VA 23452
Hook Law Center
295 Bendix Road, Suite 170, Virginia Beach, VA 23452
Wealthway Financial Advisors
440 Monticello Ave., Ste. 1620, Norfolk, VA 23510
Mason
11827 Canon Boulevard, Suite 204, Newport News, VA 23606
Davenport
330 West Constance Road Suite 200, Suffolk, VA 23434
Wealth Avenue
4317 Bonney Rd, Virginia Beach, VA 23452

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should senior adults in Suffolk consider when planning for long-term care?

    When contemplating long-term care plans, senior adults in Suffolk should thoroughly evaluate their financial resources, such as cash, pension benefits, and physical assets. Acknowledging that lifestyle aspirations differ among seniors, with some preferring to stay at home while others are open to relocating, it's crucial to identify a plan that aligns with personal preferences. Although not health-enhancing, long-term care insurance supports the cost of services for various health or personal needs, thereby preserving the quality of life.

  • What is the suggested approach for individuals in Suffolk who have recently acquired an inheritance?

    Heirs in Suffolk should first focus on clearing any outstanding liabilities. Next, it's wise to establish a cash reserve for unforeseen circumstances. Once secure, they should consider bolstering their retirement funds and setting aside money for their children's higher education. Lastly, after responsibly addressing these financial aspects, they can use a part of the inheritance for personal enjoyment, ensuring it doesn't cause financial instability or diminish their newly established emergency fund.

  • Why is long-term care planning important in Suffolk, especially for those with elderly parents?

    The importance of long-term care planning in Suffolk is underscored by Virginia's filial responsibility laws and the escalating costs of elderly care. Including long-term care insurance in financial planning and examining Medicaid eligibility can provide individuals with elderly parents a safety net for these anticipated costs. Proactive planning is key to avoiding limited options and increased costs down the line, making the role of a knowledgeable financial advisor invaluable.

  • What are the potential concerns for individuals in Suffolk considering starting their Social Security benefits early?

    Individuals in Suffolk who are considering initiating Social Security benefits early should know that it could result in a 25% decrease in their monthly earnings. This choice might also lessen the potential survivor benefits for their spouse. Furthermore, continued employment could offer essential health insurance benefits and allow for additional retirement savings. Choosing to delay until reaching full retirement age, or beyond, could significantly increase the overall amount received from Social Security.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.