Laurels

Best Financial Advisors in Chesapeake
2021

We scored 58 Financial Advisors in Chesapeake, VA and Picked the Top 5

Here are the Picks:

Why These Financial Advisors?

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

Reviewed Curated Top Picks 58 36 5

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Honeycutt Financial LLC

Honeycutt Financial is a fee-only financial planning and investment management firm in Chesapeake. The company founder, Vivian Honeycutt, is a Certified Financial Planner who has been part of the financial planning industry since 2000. The company's comprehensive planning services take into account a client's current assets and long-term goals for retirement and college for future generations. The firm also provides continuing investment advisory services with fees based around the value of assets being managed and offers one-off hourly consultations to answer one-time questions. To qualify for complete investment management, clients must have at least $500,000 in managed assets.

Chesapeake, VA 23320

Website

Korving and Company, LLC

Korving and Company is a financial services firm that helps Suffolk-area clients with financial planning and asset management. Its comprehensive financial planning services involve a single, streamlined plan regarding every aspect of a client's finances. More specific services include retirement planning, college planning, income planning, estate planning, business succession planning, and investment advice. The firm's investment management services include options pulled from a broad range of asset classes. In addition, the firm monitors and adjusts each client's portfolio as market conditions shift.

Suffolk, VA 23435

Website

Towne Investment Group

Towne Investment Group is a financial services firm with Virginia locations in Suffolk, Chesapeake, Glen Allen, Mechanicsville, Newport News, Norfolk, Richmond, Virginia Beach, and Williamsburg. It also has North Carolina locations in Elizabeth City and Moyock. The company's services include wealth and asset management, retirement planning, small business consulting, goal planning, college planning, estate planning, and tax planning. Its small business clients can also receive customized retirement plans for their employees. The retirement planning service includes investing for those still in the workforce, optimizing assets for those nearing retirement, and generating income for retirees.

Suffolk, VA 23435

Website

Tull Financial Group Inc

Tull Financial Group is a Chesapeake-based financial planning, wealth management, and retirement planning firm. The firm has special focuses on family meetings, lives in transition, and aging well. Its transition services help clients through major life changes like divorce, the death of a spouse, marriage, illness, career changes, and moving to a new place. Its family meetings are used to let clients communicate important financial information to their descendants and estate beneficiaries. and its "aging well" services are geared toward older individuals who want to optimize their income for a long retirement. The company president, Robert Tull, is a Certified Financial Planner.

Chesapeake, VA 23320

Website

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