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Best Financial Advisors in Roanoke

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Roanoke, VARoanoke, 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.

Roanoke, VARoanoke, 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: --

1335 Peters Creek Road, Roanoke, VA 24017
Roanoke, VA 24017
  • Financial Planning

360 Financial Solutions offers wealth and business advice to Roanoke residents. Its financial planning service involves holistic and project-based strategies that collectively assess investment and tax concerns. It offers data-driven solutions that include creative retirement planning and management, business approach strategies, health protection, and asset preservation. The company has industry-standard A.I. software that links with its CPA, EA, and QuickBooks Pro financial team to provide accurate client records. Lead consultant and president Michael Shelton has a SmartVestor Pro status.

1335 Peters Creek Road, Roanoke, VA 24017
Roanoke, VA 24017

Website(540) 562-0123

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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:

4.5 / 5 ( Best)

Total Reviews:

35 (Best)

Score Consistency:

Consistent (Best)

358 Campbell Ave. SW, Roanoke, VA 24016
Roanoke, VA 24016
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

American Financial Planning is a firm that serves clients in Roanoke. It offers financial planning services to help clients plan for their future, keep away from costly mistakes, and flourish in their careers and retirement. These services include organizing financial affairs, minimizing taxes, establishing a child or grandchild education fund, maximizing investment returns, protecting from physical harm and injury, and protecting assets. Founder Maynard Keller has more than 24 years of experience giving financial plans and advice.

358 Campbell Ave. SW, Roanoke, VA 24016
Roanoke, VA 24016

Website(540) 904-1670

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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:

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: --

418 1st St. SW, Roanoke, VA 24011
Roanoke, VA 24011
  • Finance Planning

Community Financial Group provides financial advice to clients in the Roanoke area. The firm develops financial strategies for individuals, which include enrolling in IRA plans and getting life and long-term care. Clients can also get the company's help with investments like mutual funds, government bonds, stocks, and annuities. Its team also helps businesses with setting up benefits and retirement plans. Company partner Michael Hayes Jr. is a Certified Financial Planner with more than 15 years of industry experience.

418 1st St. SW, Roanoke, VA 24011
Roanoke, VA 24011

Website(540) 342-7890

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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+

PO Box 12386, Roanoke, VA 24025
Roanoke, VA 24025
  • Certified Financial Planner (CFP)
  • Financial Planning

Fee-Only Financial Planning, L.C., offers advice about wealth management in Roanoke. It tailors its financial solutions by understanding the aspirations, goals, and resources of its clients. The firm delivers comprehensive plans, covering an individual's cash flow, investment ventures, tax dues, and estate plans. Its advisors also provide counsel about retirement preparation by determining the clients' wealth, choosing the appropriate retirement account, and investing their savings. Andrew M Hudick, who formed the company in 1981, is a Certified Financial Planner.

PO Box 12386, Roanoke, VA 24025
Roanoke, VA 24025

Website(540) 342-7102

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1401 Franklin Rd SW, Roanoke, VA 24016
Roanoke, VA 24016
  • Finance Planning

Serving Roanoke and the nearby areas, Guelich Capital Management aims to help clients grow and protect their wealth through its broad range of financial services. Clients from various life stages are assisted with personalized financial strategies such as cash flow management, retirement planning, tax planning, investment management, and multi-generational wealth transfer. Additionally, financial advisors monitor clients quarterly to check if the strategies are getting them closer to their financial objectives. Founder and president Connie C. Guelich, CFP, CLU, ChFC, AEP, RICP, has been in the financial services industry since 1980.

1401 Franklin Rd SW, Roanoke, VA 24016
Roanoke, VA 24016

Website(540) 772-4545

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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+

2008 Stephenson Ave, SW, Roanoke, VA 24014
Roanoke, VA 24014
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

HCO is a financial management firm in Roanoke that offers private wealth solutions to individuals with high-net-worth and families with high incomes. It helps clients reduce tax burdens, minimize exposure to financial catastrophes, protect families against events that may impact wealth, and secure financial legacy across generations. It also guides clients into different investment strategies, including sector investing, Nova and dividend stocks, and bond ladders. The firm uses a platform that allows clients to view their net worth and investments anywhere in the world.

2008 Stephenson Ave, SW, Roanoke, VA 24014
Roanoke, VA 24014

Website(540) 204-9310

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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+

2709 Brambleton Avenue, Roanoke, VA 24015
Roanoke, VA 24015
  • Estate Planning

Founded in 1997, IFA Wealth is an independent investment and financial planning firm that serves Roanoke. It offers services to individuals, institutions, and the rest of the community. It assists individuals in managing their finances and wealth, as well as developing plans that help them achieve their goals. It works on college, estate, and retirement planning; insurance; and investments. The company also helps corporate clients in developing retirement plans, such as 401(k) and 403(b). In addition, IFA Wealth assists civic organizations on 529 and long-term care plans.

2709 Brambleton Avenue, Roanoke, VA 24015
Roanoke, VA 24015

Website(540) 776-3343

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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+

1315 Second St. SW Suite 102, Roanoke, VA 24016
Roanoke, VA 24016
Instagram
  • Certified Financial Planner (CFP)

Integrity Financial Planning, Inc., is a Roanoke-based company serving retirees, business owners, and individuals seeking to expand their wealth. The firm helps clients protect their assets while developing strategies to increase their income. Its advisors help with budgeting, life insurance, business planning, estate conservation issues, and risk management analysis. Its in-house tax professionals create a plan to help soon-to-be retirees minimize their taxes while maximizing their portfolios. Integrity Financial Planning also helps individuals pursue charitable giving. The company has been featured in CNN, Fortune.com, and Forbes.

1315 Second St. SW Suite 102, Roanoke, VA 24016
Roanoke, VA 24016

InstagramWebsite(540) 266-3100

Show Number

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+

1630 Roanoke Blvd., Salem, VA 24153
Salem, VA 24153
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Just Financial Planning, Inc., serves individuals and small businesses in Roanoke. It guides clients into building a financial plan that includes tax planning, preparation for retirement, and transferring assets to beneficiaries. It also designs and implements an investment portfolio that matches the clients' goals and objectives. For business owners, it helps in devising employer-sponsored benefit plans and conducting financial planning programs and workshops. The independent financial planning firm was founded in 1987 by Walter Kearns Jr., a Certified Financial Planner.

1630 Roanoke Blvd., Salem, VA 24153
Salem, VA 24153

Website(540) 389-0300

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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+

421 S College Ave, Salem, VA 24153
Salem, VA 24153
  • Financial Planning

Established in 2009, Partners in Financial Planning offers customized services to help individuals maintain financial security. Serving the Roanoke metro, the company deals with retirement cash flow and income tax planning, goals feasibility analysis, estate planning, and investment management. Its financial advisors also serve business owners who need tax preparation and small business consulting services. In addition, they create charitable giving strategies to help clients maximize tax deductions. Co-founder James Pearman Jr. maintains an affiliation with the NAPFA.

421 S College Ave, Salem, VA 24153
Salem, VA 24153

Website(540) 444-2930

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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:

5 (Good)

Score Consistency:

Consistent (Best)

4233 Colonial Avenue, Roanoke, VA 24018
Roanoke, VA 24018
Instagram
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • Financial Planning

Sage Creek Planning & Investments assists its clients based in Roanoke by helping them achieve their financial goals. Assuming the role of fiduciaries when managing its customers' assets, its team of Certified Financial Planners designs a personalized plan of targeting accumulation; retirement, estate, and business planning; risk management; and taxation for them to maintain a healthy financial life. The company also has a strong focus on cash flow management, tax management, asset allocation, and protection and succession planning.

4233 Colonial Avenue, Roanoke, VA 24018
Roanoke, VA 24018

InstagramWebsite(540) 767-4834

Show Number

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:

5 (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: --

Detail: --

3102 Brambleton Avenue, Roanoke, VA 24018
Roanoke, VA 24018
  • Retirement Planning

Taylor Financial Group Inc. is an investment advisory firm in Roanoke. Its team assists clients in planning for retirement and protecting assets. The financial planners also provide investment advice and offer tax and estate planning assistance. The company's chairman, Marvin Taylor, began his financial services career in 1967. He established Taylor Financial Group the same year he earned his CFP designation, which was in 1986. He is joined by firm president J. Samuel Taylor, a Certified Investment Management Analyst with nearly 30 years of experience.

3102 Brambleton Avenue, Roanoke, VA 24018
Roanoke, VA 24018

Website(540) 774-7971

Show Number

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: --

Detail: --

1502 Franklin Rd. SW, Roanoke, VA 24016
Roanoke, VA 24016
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

VIP Planners, Inc., is an independent registered investment advisory firm serving clients in Roanoke and the surrounding areas. It offers wealth management and financial planning services to individuals and businesses. It also provides strategies to minimize tax obligations by evaluating assets and rates of return. Other services include estate planning, insurance and annuity analysis, social security planning, 401k rollovers, and education planning. VIP Planners has been in the financial service industry for over three decades.

1502 Franklin Rd. SW, Roanoke, VA 24016
Roanoke, VA 24016

Website(540) 342-1895

Show Number

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+

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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