Laurels

Best Financial Advisors in Norfolk
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Norfolk 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 70 48 17

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

Baillie & Associates Wealth Management

Baillie & Associates Wealth Management is a Portsmouth-based financial services firm that provides investment solutions to clients. The firm puts an emphasis on solutions for military professionals, but it also serves individuals, businesses, estates, and trusts. The company handles all aspects of financial planning, including retirement, estate planning, short-term cash flow analysis, college tuition planning, and insurance strategies. Its clients have access to a range of investment, life insurance, and health insurance options. The company founder, Andrew Baillie, has more than six decades of experience in the financial industry.

Portsmouth, VA 23704

Website

Greenwood Financial Group

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

Greenwood Financial Group is a full-service wealth management firm that has been serving the residents of Norfolk and the surrounding areas for more than 35 years. It offers a wide range of financial planning services, including tax management, risk management, education funding, investment planning, and estate and retirement planning. It also offers employee and executive benefit plans for businesses. Greenwood Financial Group supports community organizations such as the Fellowship of Christian Athletes and the First Tee of Greater Richmond.

700 Tech Center Parkway
Newport News, VA 23606

Website

Heritage Wealth Management Group

  • Estate Planning
  • Certified Financial Planner (CFP)

Heritage Wealth Management Group is an investment advisory firm based in Norfolk. It offers financial planning services that include insurance planning and risk management, cash flow analysis, estate planning, and education funding. The firm also helps clients in wealth and investment management involving bonds, stocks, domestic and international holdings, and real estate. Its president, Peter Bryan, is a Chartered Life Underwriter. Bryan started his career in the financial services industry when he joined Merrill Lynch in 1982.

733 Boush Street
Norfolk, VA 23510

Website

Wealthway Financial Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)

Wealthway Financial Advisors is an independent financial planning firm that caters to the residents of Norfolk and the surrounding communities. It provides a wide range of services, including investment management, accumulation planning, and insurance analysis. In addition, its team of professionals handles estate planning and retirement design. The business also offers senior resources. Its process involves data gathering, analysis and strategy, implementation, and review. Wealthway’s president, Kevin J. Zywna, has been in the personal finance industry since 1990.

440 Monticello Avenue
Norfolk, VA 23510

Website

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