Laurels

Best Financial Advisors in Norfolk
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Norfolk, VA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Baillie & Associates Wealth Management

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

Website
Banister & Beck Financial Advisors

Banister & Beck Financial Advisors

  • Certified Financial Planner (CFP)

Banister & Beck Financial Advisors is a full-service company that serves clients in Norfolk. Fred Banister and Julie Beck are associated with Davenport & Company LLC that provides asset management and financial advisory services. The services involve a review of net worth and employee stock options. They also handle insurance and annuity products for clients in Florida and Virginia. Senior Vice President Beck, a Certified Financial Planner, has worked with several financial institutions, including Bank of America Investments and Legg Mason, before joining Davenport in 2009.

101 West Main Street
Norfolk, VA 23510

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capital Financial Group

Capital Financial Group

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

Capital Financial Group serves the individuals and businesses in Norfolk and the neighboring areas. Its financial advisors help clients make informed choices about their finances and customize strategies that suit their vision and objectives. It designs and implements products and services such as SEP and simplified plans, succession planning and buy-sell agreements, non-fee needs analysis, ESOPs, and pension/profit-sharing. It also offers insurances, including annual renewable term, survivorship variable universal life, individual disability income, and individual long-term care plans.

555 E. Main Street, Suite 800
Norfolk, VA 23510

Website

Website
Courage Miller Partners

Courage Miller Partners

  • Certified Financial Planner (CFP)
  • Retirement Planning

Courage Miller Partners is an independent wealth management firm that serves the residents of Norfolk and the surrounding areas. Its financial planning services include data gathering, plan creation, investment allocation, and periodic updates. It also assists clients through services such as financial organization and consulting, fiduciary reporting and consulting, retirement plan consulting, and portfolio management. Co-founder and managing member Ralph M. Courage has been working in the financial services industry for more than 35 years.

101 West Main Street
Norfolk, VA 23510

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

FFG Virginia Beach

FFG Virginia Beach

  • Estate Planning
  • Retirement Planning

FFG Virginia Beach advises clients on obtaining optimal financial balance by addressing the underlying risk in the client's existing financial plans. The team of financial advisors works with more than 150 representatives and 2,500 licensed brokers in order to come up with personal and business strategies for individuals, families, and business owners. Considered one of the largest independently owned complete financial services firms in the Mid-Atlantic area, the firm has been serving Norfolk and the Virginia Beach community since 1927.

5544 Greenwich Road
Virginia Beach, VA 23462

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Counselors of Virginia, Inc.

Financial Counselors of Virginia, Inc.

Financial Counselors of Virginia, Inc. provides fee-only investment management and financial planning services to Portsmouth-area clients. It specializes in comprehensive financial planning that addresses every aspect of a client's long-term goals. From there, the firm creates an investment portfolio to help clients reach those goals. In addition to these services, the company helps with income tax preparation and planning, education funding strategies, mortgage financing, estate planning, and choosing between buying or leasing. CFP Michael Broadhurst has been practicing tax preparation, investment management, and financial planning in North Carolina and Virginia for more than three decades.

Portsmouth, VA 23704

Website

Website
Greenwood Financial Group

Greenwood Financial Group

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

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

Website
Heritage Wealth Management Group

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

Website
Lighthouse Financial Group, LLC

Lighthouse Financial Group, LLC

  • Estate Planning

Lighthouse Financial Group, LLC is a Hampton-based firm that was founded in 1996. Originally called Stagmeyer and Associates, the company was rebranded as Lighthouse Financial Group in 2005. The firm takes a holistic approach to financial management, addressing every aspect of a client's financial situation and long-term goals. The first service clients receive is a choice of insurance companies to mitigate their risk. The firm then helps create a blueprint that allows clients liquid cash and elimination of debt. Once these foundations are in place, the firm collaborates with the client to create a retirement plan and college planning strategies for future generations.

Hampton, VA 23666

Website

Website
Martello Investments

Martello Investments

  • Investment and Financial Planning

Martello Investments is an independent wealth management and advisory firm based in Norfolk, Virginia. Martello’s investment services include retirement portfolio strategies, multi-generational investing, and values-based portfolios. Along with investments, the Martello team focuses on all aspects of a client’s financial well-being through evidence-based comprehensive financial planning. Martello’s independent structure and fiduciary commitment means client needs are prioritized every step of the way. Martello’s Chief Investment Officer, Arthur Grizzle, is a Chartered Financial Analyst (CFA) charterholder and holds an MBA degree from the College of William & Mary.

201 E. City Hall Ave
Norfolk, VA 23510

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

MCM Financial

MCM Financial

MCM Financial is a financial planning firm located in Newport News. Its clients have access to a diverse range of investment opportunities, including educational savings plans, long term care insurance, annuities, stocks, retirement plans, and life insurance. The company is run by Matthew Martin, an investment advisor representative with Series 66 and Series 7 registrations. He has been representing Woodbury Financial since 2014.

Newport News, VA 23606

Website

Website
Milestone Financial

Milestone Financial

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

Milestone Financial is a wealth management firm that has been serving the residents of Norfolk and the surrounding areas for more than five years. It helps clients manage their financial resources through services such as risk reduction, family wealth management, portfolio management, strategic tax planning, and college planning. In addition, the firm also provides preliminary estate planning and retirement planning services. Founder JD Wiedmaier holds a CFP designation and has been working in the financial services field for more than 26 years.

2460 East Little Creek Road
Norfolk, VA 23518

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pathway Financial Planning

Pathway Financial Planning

Pathway Financial Planning serves customers in Norfolk and the surrounding communities. The financial firm provides a wide range of services, such as investment planning, divorce consultation, estate planning, wealth management, and financial planning services. Its owner and a 10-year army veteran, Oscar Alvarez, is also a divorce financial analyst and an independent financial planner. He was selected as the Five Star Wealth Manager by Hampton Road Magazine in 2011. Moreover, Pathway Financial Planning extends its services throughout the area of Virginia.

780 Pilot House Drive
Newport News, VA 23606

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Point Comfort

Point Comfort

  • Estate Planning
  • Certified Financial Planner (CFP)

Point Comfort is a financial advisory firm that serves individuals, families, and businesses from Norfolk and the surrounding areas. It provides a wide range of wealth management services, including investment management, insurance and risk management, and tax planning strategies. It also assists clients with estate planning and retirement income planning. Partner Stephen E. Sigmon has been working in the financial services industry for more than two decades. He is a member of the Financial Planning Association and The Hampton Roads Estate Planning Council.

701 Town Center Drive
Newport News, VA 23606

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: B+

Resource 1

Resource 1

  • Tax Planning

Resource 1 is an investment advisory firm operating in Norfolk. It offers financial services to individuals and businesses to help them in securing their financial future. Distribution solutions are available, such as income design portfolios, estate planning, and charitable and family foundations. Resource 1 president Michelle L. Hoesly is a Certified Pension Consultant by the American Society of Pension Actuaries. She has been quoted on financial issues by different media publications such as The Wall Street Journal and Kiplinger.

370 World Trade Center
Norfolk, VA 23510

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

S2S Silver Services

S2S Silver Services

S2S Silver Services is a Medicare insurance specialist serving East Virginia and Hampton Roads seniors. The firm's goal is to help seniors choose a Medicare supplement plan while protecting their assets and increasing overall wealth. The company has been providing financial planning solutions to seniors for several years.

Norfolk, VA 23502

Website

Website
Sterling Financial Group

Sterling Financial Group

  • Insurance Products

Sterling Financial Group is a firm that caters to the residents of Norfolk and its surrounding communities. It provides services such as financial review, needs analysis, strategy development and implementation, financial activity coordination, and progress monitoring. The company also offers a variety of products, including lifetime income strategies, college funding, managing costs for extended periods of care, and retirement income. In addition, it handles business solutions like expense management. Sterling Financial Group has been delivering financial solutions since 2008.

999 Waterside Drive
Norfolk, VA 23510

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealthway Financial Advisors

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

Website
Wilbanks Smith & Thomas Asset Management, LLC

Wilbanks Smith & Thomas Asset Management, LLC

  • Certified Financial Planner (CFP)

Wilbanks, Smith & Thomas Asset Management, LLC, has been helping clients in Norfolk since 1990. Individuals can hire its financial advisors to attain current and future goals. They assist with selecting insurance policies, drafting wills, and preparing for retirement that can sufficiently provide income even after leaving the workforce. The company also creates and manages investment portfolios that suit a client's risk tolerance. Managing principal Wayne Wilbanks is a Chartered Financial Analyst with more than 35 years of experience.

150 W Main St #1700
Norfolk, VA 23510

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wrong city? Here are some nearby places: