Laurels

Best Financial Advisors in Suffolk
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Suffolk 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 34 26 14

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

Heritage Wealth Management Group

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Heritage Wealth Management Group caters to clients in Suffolk who wish to plan their future and current finances. It specializes in wealth management services to assist individuals in meeting their financial goals. Its team also understands clients' needs by discovering their concerns, determining suitable strategies, implementing plans, monitoring outcomes, and evaluating results. This company is also available for estate planning, employee benefits optimization, and household budgeting services. Its president, Peter H. Bryan, has been providing financial services to clients since 1989.

733 Boush Street, Suite 100
Norfolk, VA 23510

Website

Nansemond River Financial Services

  • Financial Planning

The Nansemond River Financial Services provides financial, investment, and insurance planning services to individuals and families in Suffolk. It works with them in crafting plans and strategies that allow them to secure their financial needs. The firm also offers risk management and business succession planning services to business owners. Sole advisor Mark U. McGahee, who has more than three decades of industry experience, is a Certified Financial Planner. He also serves as a contributing financial columnist to The Suffolk News-Herald.

204 Military Road
Suffolk, VA 23434

Website

Wealthway Financial Advisors

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Wealthway Financial Advisors is a financial planning firm serving Suffolk. Its comprehensive services include accumulation and estate planning, insurance analysis, investment management, and retirement design. It assists clients in navigating the processes of reviewing clients’ financial data to establish their needs, advising on investment strategies, constructing portfolios tailored to goals, and conducting ongoing plan reviews. Company president Kevin J. Zywna is a member of the Financial Planning Association of Hampton Roads and hosts the radio show “Dollars and Common Sense.”

440 Monticello Ave., Ste. 1620
Norfolk, VA 23510

Website