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Best Financial Advisors in Norfolk

2024

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SmartAdvisor by SmartAsset

Norfolk, VA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Norfolk, VA

Why choose this provider?

Need help contacting a Financial Advisor in Norfolk? 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
Helpfulness
Detail

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

Website
201 E. City Hall Ave, Norfolk, VA 23510
  • Investment and Financial Planning

Why choose this provider?

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.

License Verified:

License: 287730

Investment Adviser Public Disclosure Database, SEC

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

Website
999 Waterside Drive, Norfolk, VA 23510
  • Insurance Products

Why choose this provider?

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.

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
Facebook
5.0 / 5 (8)
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

Website
440 Monticello Avenue, Norfolk, VA 23510
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Website
370 World Trade Center, Norfolk, VA 23510
  • Tax Planning

Why choose this provider?

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
700 Tech Center Parkway, Newport News, VA 23606
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

Website
555 E. Main Street, Suite 800, Norfolk, VA 23510
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

License Verified:

License: 6627

Investment Adviser Public Disclosure Database, SEC

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

Website
5544 Greenwich Road, Virginia Beach, VA 23462
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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

Website
101 West Main Street, Norfolk, VA 23510
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (13)

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

Website
780 Pilot House Drive, Newport News, VA 23606

Why choose this provider?

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.

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
Facebook
5.0 / 5 (5)
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

Website
150 W Main St #1700, Norfolk, VA 23510
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

License Verified:

License: 106060

Investment Adviser Public Disclosure Database, SEC

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

Website
2460 East Little Creek Road, Norfolk, VA 23518
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

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
Facebook
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

Website
101 West Main Street, Norfolk, VA 23510
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

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

Website
1701 Church Street Suite D, Norfolk, VA 23504
  • Estate Planning
  • Insurance Products

Why choose this provider?

First Genesis of Virginia promotes financial awareness to individuals across Norfolk and the surrounding communities. It assists clients who wish to plan their retirement through wealth preservation, investments, and estate conversions. Its money management services include executive benefits, mutual funds, business planning, education fund strategies, and financial planning solutions. It also guides individuals in applying for disability income, life, and long-term care insurance policies to protect their families, finances, and future health. Its president, Kenneth J. Royster, is a wealth consultant with 34 years of industry experience.

License Verified:

License: 6413

Investment Adviser Public Disclosure Database, SEC

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.
4.1

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

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

Why choose this provider?

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.

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

Website
733 Boush Street, Norfolk, VA 23510
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should Norfolk clients look for in their financial advisors?

    Norfolk residents need to seek out a fiduciary who prioritizes their best interests. For instance, financial advisors who operate on a fee-only basis are legally prohibited from accepting commissions, ensuring that they always put their client's interests first. A fiduciary also offers impartial and unbiased guidance when it comes to financial planning and investment management.

  • What types of documents and information might financial advisors request from clients in Norfolk?

    Financial advisors might request specific documents and information from their Norfolk clients, including tax returns, mortgage statements, and bank account statements. When preparing a financial plan, additional documents may be necessary, such as cash flow particulars, healthcare expenses, and debt and loan statements. Providing complete documents to financial advisors ensures accuracy, enables comprehensive analysis, and promotes compliance.

  • Where can Norfolk residents learn more about their financial advisors’ credentials?

    Residents of Norfolk can use the Financial Industry Regulatory Authority's Broker Check program to verify the credentials of their financial advisors. This program allows clients to conduct research on both the advisors and their affiliated firms, gaining insights into their regulatory track record within the securities industry. Additionally, other credentials can also be validated by contacting the relevant state insurance agency or the organization responsible for granting the designation.

  • What is the role of a Norfolk financial solutions advisor?

    A financial solutions advisor can assist Norfolk residents in defining their investment objectives and constructing a retirement portfolio. This professional can further provide guidance on investment strategies and offer the option of a managed portfolio through reputable financial institutions. To optimize the outcome of their consultation with a financial solutions advisor, clients should be prepared to openly discuss their existing financial situation as well as articulate their aspirations for the future.

  • Can a financial advisor help Norfolk residents with their taxes?

    It is important to note that financial advisors do not typically handle tax preparation or act as accountants. Therefore, Norfolk clients should not expect their financial advisors to take on the responsibility of preparing their taxes. Nevertheless, these advisors can offer valuable tax-related guidance, assisting clients in maximizing their returns and deductions. In certain cases, a financial advisor who also holds the designation of a Certified Public Accountant can file a client's tax return.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.