Best Financial Advisors in Hampton

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Hampton, VA

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

SmartAdvisor by SmartAsset

Joss Brown Wealth Advisors logo
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Joss Brown Wealth Advisors

751 Thimble Shoals Boulevard, Newport News, VA 23606
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Joss Brown Wealth Advisors provides wealth management services in Hampton. It helps clients make better decisions via its financial planning services, which cover maximizing taxes and insurance and estate planning. The firm also assists clients in investment management. It provides corporate and non-profit solutions such as endowments, employee retirement plans, and non-profit investment portfolios. Dan Joss, one of the firm's founders, is a Certified Financial Planner. Joss is frequently cited by the Washingtonian as a Top Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Joss Brown Wealth Advisors

Mason logo
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Mason

11827 Canon Boulevard, Newport News, VA 23606
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  • Estate Planning

Business Description

Mason & Associates, LLC, is a fee-only financial planning firm that serves the Hampton area. It specializes in providing comprehensive financial advice to federal employees, state employees, members of the Armed Forces, and private sector workers. The services it offers include retirement planning, estate planning, wealth protection, and portfolio management. It is also familiar with maximizing government benefits, such as the federal employee retirement system and civil service retirement system. The company has a bimonthly radio show to supply the public with financial planning strategies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.0 / 5 (35)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Mason

Virginia Estate and Retirement Planning Advisors, Inc logo
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Virginia Estate and Retirement Planning Advisors, Inc

780 Lynnhaven Parkway, Virginia Beach, VA 23452
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Virginia Estate and Retirement Planning Advisors, Inc., is an independent and privately owned fiduciary that serves the Hampton metro. The firm offers financial planning, estate planning, tax advice, and investment management services. The team of financial advisors also provides 401(k) advisory services to create personalized retirement plans for business owners. Thomas Marshall, the firm's president, has been advising investors for over 20 years and has helped more than 800 retirees and soon-to-be retirees reach their goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (16)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Visit Website

Virginia Estate and Retirement Planning Advisors, Inc

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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