Financial Advising in Charlottesville, VA

17 locations found near Charlottesville

“I highly recommend Jacquelyn Nasca and her team at Wilkinson Wealth Management for anyone seeking guidance with financial management. Jackie is knowledgable, attentive, and truly a joy to work with. My questions are quickly answered with patience and detail and Jackie takes care to listen to the priorities of her clients, while also offering practical, sound advice. If you are considering a financial advisor, I highly recommend reaching out to the Wilkinson Wealth Management team.”

5 Superb14 Reviews

“I have been a client of Hantzmon Wiebel for over 15 years and have been very happy with the service they provide. Helene Downs is my primary contact and she is a pleasure to work with. She is very knowledgeable and I trust her timely advice and integrity.”

3.8 Good15 Reviews

“After decades at Wells Fargo, BBT and Bank of America - with increasingly declining service and consistently rising fees, we migrated both our business and personal accounts to Virginia National Bank (Charlottesville area branches). We have had a very positive experience banking there for the last year or so and appreciate the friendly, personal service; it seems VNB is better at retaining staff than the other large banks.”

5 Superb2 Reviews

“After decades at Wells Fargo, BBT and Bank of America - with increasingly declining service and consistently rising fees, we migrated both our business and personal accounts to Virginia National Bank (Charlottesville area branches). We have had a very positive experience banking there for the last year or so and appreciate the friendly, personal service; it seems VNB is better at retaining staff than the other large banks.”

3.7 Good7 Reviews

“After decades at Wells Fargo, BBT and Bank of America - with increasingly declining service and consistently rising fees, we migrated both our business and personal accounts to Virginia National Bank (Charlottesville area branches). We have had a very positive experience banking there for the last year or so and appreciate the friendly, personal service; it seems VNB is better at retaining staff than the other large banks.”

3.7 Good5 Reviews

“Just opened my account here after the sales person told me how fast their buy and sell orders are performed. The app looks great and it's easy to use with a little study of terms used. But that's where the speed stops. They put a 4 day hold on deposits you make to your account. Too bad you couldn't extend your speedy service to include deposits by your customers....”

2.5 Average2 Reviews

“Navigating retirement savings from two different employers, as we were moving toward retirement, was very stressful. Fortunately, a friend sent us to Joe at Oakhart. We now have clearer paths, better understanding of our options and our future. Thank Goodness!”

5 Superb3 Reviews

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