Expertise.com

Best Financial Advisors in Newport News

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2023
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Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Newport News, VA

Business Description

Need help contacting a Financial Advisor in Newport News? 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.

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
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Detail

Price: Free booking service | Call 848.Book.Pro!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Newport News, VA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

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

Colonial River Wealth Management logo
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Colonial River Wealth Management

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2110 William Styron Square, Newport News, VA 23606
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Colonial River Wealth Management provides an extensive range of financial planning services for clients in the Newport News area. Among the services it provides include investment planning, retirement planning, insurance planning, and tax preparation services. This independent financial firm assists clients in developing asset allocation strategies and constructing long-term care insurance plans. Devin Garofalo, the company CEO and wealth advisor, holds more than 15 years of industry experience. He established the firm over a decade ago.

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
Covenant Wealth Advisors logo
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Covenant Wealth Advisors

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351 McLaws Circle, Williamsburg, VA 23185
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Private Wealth Advisor
  • Tax Planning

Business Description

Covenant Wealth Advisors is an independent financial planning firm serving individuals in Newport News. It assists its clients in achieving financial security through tax planning, financial planning, and investment management. The firm also acts as a fiduciary for those over the age of 50 with more than a million dollars in investments. CEO and president Mark Fonville provides personalized financial planning strategies. His insights on financial planning had been featured in Barron's, New York Times, and Kiplinger Magazine.

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 (4)
Da Vinci Financial Designs logo
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Da Vinci Financial Designs

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2101 Executive Drive, Hampton, VA 23666
  • Estate Planning

Business Description

Da Vinci Financial Designs is a fiduciary financial advisory firm that offers its services to clients in the Newport News area and its surrounding communities. Its team of advisors helps clients manage their wealth, analyze their financial resources, oversee their investments, and review their insurances. In addition, it helps clients review and understand their pensions and other government benefits. Da Vinci Financial Designs' principal and managing partner, Jim Agostini, served as a U.S. Army Officer.

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 (8)

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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Financial Security logo
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Financial Security

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

Business Description

Financial Security provides financial planning and investment strategies to individuals, families, and business owners. One of its offices is in Newport News. It assists with estate and tax planning, wealth accumulation, risk and cash flow management, and mortgage matters. Since its foundation in 1997, the firm has been helping clients achieve financial independence. One of its partners, Charles Jenks, Jr., started his financial services career in 1986. Jenks is a Certified Financial Planner and Chartered Advisor for Senior Living.

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 (1)

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
Joss Brown Wealth Advisors logo
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Joss Brown Wealth Advisors

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751 Thimble Shoals Boulevard, Newport News, VA 23606
  • Certified Financial Planner (CFP)

Business Description

Joss Brown Wealth Advisors is a team of financial advisors that offers financial planning, investment management, and non-profit and corporate solutions to clients in Newport News and the rest of the state. Founder Dan Joss started with a sole-practitioner firm in 2015 before partnering with Katherine Brown in 2020 and changing the firm's name from Joss Financial to what it is now. Joss is one of the less than 200 Life Planners in the whole country.

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
Mason logo
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Mason

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11827 Canon Boulevard, Newport News, VA 23606
  • Certified Financial Planner (CFP)

Business Description

Mason & Associates, LLC, is an independent financial planning firm that has been serving clients in Newport News and the surrounding areas since 2003. It assists federal employees, private sectors, and state employees in utilizing government benefits and pensions. In addition, the firm hosts a radio show that talks about financial planning strategies and answers related questions from live callers. Chairman Michael Mason is a Certified Financial Planner and has been in the industry since 1987.

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
Point Comfort Wealth Management logo
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Point Comfort Wealth Management

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701 Town Center Drive, Newport News, VA 23606
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Point Comfort Wealth Management is a financial advisory firm that services clients in the Newport News metro and nearby areas. It helps clients with financial matters through estate planning, education planning, retirement income planning, investment management, and tax planning strategies. In addition, it also offers insurance and risk management plans, such as long-term care insurance, disability insurance, and life insurance. One of the company's partners, Stephen E. Sigmon, has been in the financial services industry for more than 20 years.

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
Richard Holden logo
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Richard Holden

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751 Thimble Shoals Boulevard, Newport News, VA 23606
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Richard Holden is a financial advisor and branch manager of the Newport News branch of Raymond James Financial Services. He assists clients with financial matters like stocks, bonds, individual retirement accounts, insurance, educational savings, and college savings plans. Richard Holden crafts individualized financial plans according to the needs, goals, and risks of his clients. He was part of the U.S. Air Force for 20 years. Richard Holden has been helping clients with their financial service needs for over 15 years.

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Virginia Estate and Retirement Planning Advisors, Inc logo
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Virginia Estate and Retirement Planning Advisors, Inc

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11815 Fountain Way, Newport News, VA 23606
  • Estate Planning
  • Retirement Planning

Business Description

Virginia Estate and Retirement Planning Advisors, Inc., is an independent registered investment advisor located in Newport News. It provides comprehensive financial planning services that include investment and tax management, asset allocation strategies, and retirement and succession planning. President Thomas P. Marshall has been helping investors for more than 20 years. In addition, he has published a book titled "More Retirement Smarts: Plan Well and Retire Well" that serves as a retirement planning guide for individuals.

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

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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