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Best Financial Advisors in Portsmouth

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Portsmouth, VAPortsmouth, VA

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.

Portsmouth, VAPortsmouth, 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: --

150 W. Main Street Suite 1860, Norfolk, VA 23510
Norfolk, VA 23510
  • Certified Financial Planner (CFP)

Buckingham Strategic Wealth provides financial planning and wealth management services. It serves individuals, families, and business owners in Portsmouth metro and its surrounding areas. Dedicated to seeing clients achieve their financial objectives, the firm's wealth advisors work with them in creating comprehensive plans. One of its advisors is Jeff Chernitzer, who is a CPA and a personal financial specialist. He was the co-founder of WealthQuest Financial Services before they merged with Buckingham Strategic Wealth in 2018.

150 W. Main Street Suite 1860, Norfolk, VA 23510
Norfolk, VA 23510

Website(757) 533-4150

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400 N. Center Drive Building 3 Suite 212, Norfolk, VA 23502
Norfolk, VA 23502
  • Financial Planning

Dukes Financial is a Norfolk-based financial services company helping clients in Portsmouth, and nearby areas reach their financial goals through tax and income planning, social security maximization, and legacy planning. Its lead consultant Ron Dukes holds the designations of Chartered Life Underwriter and Chartered Financial Consultant. He also holds a Master’s of Science in Financial Services degree and has over 40 years of experience in the financial services industry. He can provide guidance related to retirement planning, long-term care, and insurance solutions.

400 N. Center Drive Building 3 Suite 212, Norfolk, VA 23502
Norfolk, VA 23502

Website(757) 233-8404

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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+

733 Boush Street, Suite 100, Norfolk, VA 23510
Norfolk, VA 23510

The Heritage Wealth Management Group has been serving individuals and families in the Portsmouth metro and its surrounding areas since 2004. It provides them with tax planning, investment advice, and wealth management services focused on guiding them in achieving their financial objectives. Dedicated to prioritizing the best interests of every client, the firm's advisors work with them in developing financial plans. They also assist them in matters like household budgeting, education funding, and estate planning.

733 Boush Street, Suite 100, Norfolk, VA 23510
Norfolk, VA 23510

Website(757) 321-3725

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1510 Breezeport Way #800, Suffolk, VA 23435
Suffolk, VA 23435
  • Certified Financial Planner (CFP)

Korving & Company is an investment management and financial planning firm that assists clients in Portsmouth. The company is owned and operated by the father and son team of Arie and Stephen Korving. With over three decades of experience, Arie Korving has been assisting retirees, couples planning for retirement, and women who have recently suffered the loss of a spouse in their wealth management concerns. He also handles comprehensive financial planning, income planning, college planning, and estate and succession planning.

1510 Breezeport Way #800, Suffolk, VA 23435
Suffolk, VA 23435

Website(757) 638-5490

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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:

4.6 / 5 ( Best)

Total Reviews:

7 (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+

370 World Trade Center, Norfolk, VA 23510
Norfolk, VA 23510
  • Finance Planning

Resource 1, Inc. provides various financial advisory services to clients residing in Portsmouth and its surrounding areas. It utilizes a multi-generational approach when it comes to providing solutions that involve risk management, financial planning, and investment strategies. It also assists various company owners in identifying their long-term goals and developing strategies that can help them grow their businesses. Company president, Micki Hoesly, is affiliated with different organizations, such as Million Dollar Round Table and American Society of Pension Actuaries.

370 World Trade Center, Norfolk, VA 23510
Norfolk, VA 23510

Website(757) 616-0600

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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+

640 Independence Parkway Suite 300, Chesapeake, VA 23320
Chesapeake, VA 23320
  • Certified Financial Planner (CFP)

Tull Financial Group serves clients in Portsmouth and its surrounding areas. The company offers counsel and assistance to individuals in need of financial solutions. It offers services, such as wealth and risk management and retirement and tax planning. Its team of professionals addresses its clients' concerns and guides them into achieving financial independence. Robert Tull Jr., the firm's founder, has been a Certified Financial Planner for over 30 years. He is also a member of the National Association of Personal Financial Advisors.

640 Independence Parkway Suite 300, Chesapeake, VA 23320
Chesapeake, VA 23320

Website(757) 436-1122

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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:

14 (Better)

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+

150 West Main Street Suite 1700, Norfolk, VA 23510
Norfolk, VA 23510
  • Certified Financial Planner (CFP)

Wilbanks Smith & Thomas Asset Management, LLC, is an advisory firm that serves individuals and institutions in Portsmouth. Founded in 1990, the firm offers personalized services and customized solutions to wealth management and institutional advisory. It also assists brokers and advisor networks with operational and investment support and asset management. Its professionals team together in volunteering for community service. They support the Virginia Symphony Orchestra and the Business Consortium for Arts Support.

150 West Main Street Suite 1700, Norfolk, VA 23510
Norfolk, VA 23510

Website(757) 623-3676

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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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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