Best Financial Advisors in Suffolk

CLP Financial Group, Inc., is an advisory firm that serves Suffolk. It focuses its services on assisting senior citizens and families in developing retirement plans. These plans use techniques like investment portfolio diversification, insurance saving strategies, and tax mitigation solutions to preserve a client's retirement assets. The company has been in business since 1990, starting as the Leonard Parson Agency. Company president Leonard Parson holds the Certified Financial Fiduciary designation from the National Association of Certified Financial Fiduciaries.

Located in Suffolk, Davenport is a group of financial advisors who help families and institutions build their wealth. Originally founded in 1863, it offers a variety of services, including managed money, equity research, brokerage, and corporate retirement planning. With over 400 associates and 180 financial advisors, Davenport has received multiple commendations for its leadership and industry contributions. Its recognitions include Business North Carolina Magazine's Best Employers in North Carolina and Top Workplace by Richmond Times Dispatch.

Envision Wealth Management is a firm that serves Suffolk. It provides a range of customized services through its 9-step Envision Planning Process, which involves comprehensive business owner planning and advice, capital and investment management, and financial and retirement planning. It also offers various retirement plans, including 401(k)s and ESOPs. It assesses its clients’ financial situation and uses the gathered data to develop plans and deal with estate planning, retirement income strategies, and long-term care.

Financial Security has been serving clients in Suffolk and the surrounding areas since 1997. Its financial planners and investment advisors help clients achieve financial independence. The firm provides an array of financial planning services that include cash flow management, wealth accumulation strategies, risk management, and estate and tax planning. Its financial advisors develop customized strategies that integrate the financial and psychological factors that affect the lives of clients. It offers securities through Financial Security Management, Inc.

First Financial Group is a full-service financial company that serves clients in Suffolk. Individuals and businesses can benefit from the firm's wide range of financial management services. Investment management, college funding, insurance planning, retirement planning, and estate planning are among the services provided by its financial advisors. The team also handles risk management and business succession planning. The independent insurance company has been serving clients for over 40 years. It collaborates with more than 150 representatives and 2,500 financial brokers.

Freedom Street Partners serves the financial planning needs of individuals and families in and around Suffolk. Its financial advisors offer a broad range of solutions, such as retirement planning, multigenerational wealth transfer, and investment management. Additionally, the firm helps clients build legacies through trust and estate planning services. The company's CEO, Scott Danner, holds the designation of Accredited Asset Management Specialist through the College for Financial Planning. He was also included in Forbes' list of Best in State Wealth Advisors for 2021.

Great Circle Wealth Strategies provides residents of Suffolk with the expertise of financial advisors who help create and preserve wealth, formulate retirement funding strategies, and assist in estate distribution and conservation. They help minimize and manage risk and guide clients on how to make their investments and savings work for them. President and founder Roland Martin is a Certified Financial Planner who has been helping people attain financial security for over 30 years. He is also an Accredited Wealth Management Advisor.

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.

Hook Law Center is an investment advisory firm serving clients in Suffolk. It caters to seniors and disabled individuals and their families, guiding them in navigating the legal process and creating individualized plans to secure their futures. The company offers investment advice, helping clients develop their financial objectives and goals and update their investment objectives. Its financial planners also handle long-term, life care, estate, and business succession planning. The company serves as a member of the NAELA and SNA.

Joss Brown Wealth Advisors is a team of fiduciaries that offers services to clients in various locations, including Suffolk. The company's primary goal is to assist clients in achieving theirs by providing planning services for financial goals, retirement, risk management and insurance, investment, tax, and real estate. It also offers corporate and non-profit solutions for endowments, retirement plans, and non-profit investment portfolios. Co-founder Daniel D. Joss is a CFP. He received the Kinder Institute of Life Planning's Registered Life Planning accreditation in 2009.

Korving & Company is a financial planning firm serving retirees, families, and individuals residing in Suffolk and nearby areas. The firm's financial planning team guide, empower, and work alongside clients to help them attain their own unique goal of financial security. Its financial planning services include planning for retirement, college fund, and estate and succession. Korving & Company also helps in developing dynamic investment portfolios, regularly evaluating and adjusting asset allocations to anticipate and adapt to market and economic conditions.

Established in 2003, Mason is an independent financial planning firm that serves clients in Suffolk and the surrounding areas. It comprises financial planners who assist clients in financial planning that involves the conception, implementation, and ongoing maintenance of the financial plan. They collaborate closely with clients so that the financial strategy meets unique goals, circumstances, and priorities. With the guidance of an estate attorney, the firm’s financial planning team also helps in the formulation, execution, and ongoing management of an estate plan.

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.

Wealth Avenue is a financial advisory firm that serves professionals and individuals in the Suffolk metro and the surrounding areas. It offers a wide range of services, including financial and business, retirement, income tax, and estate planning. Its team helps its clients in establishing their financial goals, analyzing their financial status, discussing investment risks, and developing alternatives. Xerxes Nabong, the co-founder of the company, is a Certified Financial Planner who started his career in financial services in 2005.

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.”