The Best Financial Advisors in Norfolk

Here is our List of the 10 Norfolk Financial Advisor
Baillie & Associates Wealth Management

We are committed to providing you with independent, objective, individualized advice and service that helps you pursue your financial and life goals. That begins with truly listening to you and properly assessing your situation, needs, and goals.

That’s how and why we put our clients first. We credit our longevity and success in this business to providing undivided attention to our clients. We take pride in our hard work ethic, spending many hours listening to you and researching your investments.

We also have excellent market relationships, contacts, and sources of information. We believe that gives us an edge over our competitors. We always place the needs of our clients above our own. We do this because referrals are how we grow our business.

Services

  • Full Financial and Investment Advice
  • Estate Planning
  • Tax service and preparation
  • Debt Consolidation and debt reduction strategies
  • Post retirement recommendations and strategies
  • 5-Star Services every day
  • An advisor who takes the time to get to know you, your family, your needs, your concerns
  • Personalized investment advice, strategy, and recommendations tailored to your unique financial situation
  • The support you need to pursue and achieve your financial goals and dreams
  • The pleasure of feeling good and worrying less about your financial future
244 Purple Martin Lane Suffolk, VA 23435
Courage Miller Partners

We believe that a partnership requires open communication about the details of your life that makes your story unique. To truly understand the dreams and goals of our clients, we must be dedicated and focused on listening to your story.

Our foundation in service is built upon delivery of services based on your needs. Hard work is at the core of everything we do. We pride ourselves on our dedication to service, and we strive everyday to embody the motto of our founders’ alma mater, Virginia Tech, “Ut Prosim” – That I may serve.

Services

  • FINANCIAL ORGANIZATION AND CONSULTING SERVICES
    Many investors, trustees and financial stewards find their investments spread across a number of financial institutions.
  • FIDUCIARY REPORTING AND CONSULTING SERVICES
    Fiduciary portfolios, such as trusts, have been carefully established in order to protect loved ones or provide long lasting funds to help important causes.
  • PORTFOLIO MANAGEMENT SERVICES
    With many years of managing investment portfolios for our clients, we believe that a sound investment process founded in 5 principles of investing increases the probability of success while reducing volatility.
  • RETIREMENT PLAN CONSULTING
    Retirement Plans continue to gain focus in the United States because of the significant shift from traditional pension plans to Defined Contribution Plans.
101 West Main Street, Suite 720 Norfolk, VA 23510
Lighthouse Financial Group, LLC

With a robust and comprehensive product platform we have been helping clients achieve financial security for more than nineteen years. Our business is built upon the core principles of honesty, integrity, and professionalism.

Our financial professionals will sit down with you and examine your full financial picture -including debts, assets, expenses, income, savings, retirement, insurance, college planning, estate planning, taxes, and more.

Services

  • Retirement
    The key to financial security is to have a financial strategy. You’ll first need to figure out where you’re starting from, then you can set your goals. Do you want a car, a college education for your children, or a comfortable retirement?
  • Protection
    Any financial blueprint should begin with a firm foundation and the risks associated with your home, your vehicle(s), your health, and your life. We believe that a first step in building a strong financial blueprint is to transfer those risks from you to an insurance company.
  • Debt Assassination
    Assassination is a serious word for the kind of attitude we have toward debt. We want to help you eliminate it with the same zeal, efficiency, and permanence. We build into your financial blueprint a debt elimination plan that seeks to wipe out all your debts.
2021 Cunningham Drive, Suite 210 Hampton, VA, 23666
Lions Bridge Financial Advisors

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We are here to safely connect and discuss any concerns you have.

Services

  • Detailed financial plans tailored for each client
  • Retirement planning and Income Strategies
  • Business owner succession planning
  • Investment and Wealth Preserving Strategies
  • 401 (k) Plans and 403 (b) Plan Consulting and Advice
  • College Savings Plans/ 529 Savings Plans
  • Estate Planning Strategies
  • Life and Long Term Care Insurance and Planning
2110 William Styron Square S. Newport News, VA 23606
MCM Financial

Our vision at MCM Financial Management is focused on helping you. lt is our passion for helping individuals and their families that has made our firm so successful. Our team and staff are devoted to building trust and lasting relationships for generations to come.

We are dedicated on coaching our clients to help them meet their long term financial goals. Together we will be prepared on whatever life’s long filled journey takes us. We are here to help you get wherever you want to go!

Services

  • Investment Accounts
    Whether it be long term or short term investments, let our tactical approach create a plan for your ​​money. i.e Mutual Funds, Stocks.
  • Retirement Strategies
    ​​Are you looking to set money aside for the future? Transferring your employee sponsored plan, could create long term financial stability with IRA’s and annuities to help plan for your retirement if that is the chosen course of action for your portfolio.
  • Financial and Estate Planning
    Wealth accumulation, wealth management and wealth preservation.
  • Life Insurance
    Make sure your family is taken care of. We offer multiple life insurance policies to fit your families needs and budget.
  • Educational Plans
    Start saving for your child’s or grandchild’s education with 529 plans or other financial saving opportunities.
11825 Rock Landing Dr., York Blg., Ste 2C Newport News, VA 23606
Milestone Financial

As your dedicated team of financial advisors, our priority is to help you define your immediate and long-term financial goals, evaluate your current financial standing to identify strengths and areas for improvement, and then put an action plan in place in order to meet your objectives.

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

Helping clients be good stewards of their financial resources so they can reach significant milestones is what our role is all about. It is for these reasons that we founded Milestone Financial and partnered with an independent broker/dealer.

Additional flexibility and access to some of the industry’s top tools enhance our ability to accomplish the financial milestones that are most important to you.

Successfully saving and funding college education for a child or grandchild. Paying off a mortgage and realizing the amazing freedom of being completely debt free.

Services

  • Retirement Planning
  • Strategies in Retirement for Creating and Sustaining Dependable Income
  • Risk Reduction (Protection of Plan)
  • College Planning (For Children and Grandchildren)
  • Portfolio Management
  • Strategic Tax Planning*
  • Preliminary Estate Planning
  • Virginia Retirement System (VRS)
  • Partial Lump Sum Option Payment (PLOP)
7421 Central Business Park Drive, Suite 106-B Norfolk, Virginia 23513
Norseman Advisory Group, Inc.

Norseman Advisory Group, Inc., a state registered investment advisor serving Newport News, VA and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses.

We serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Norseman Advisory Group, Inc.

Norseman Advisory Group, Inc. provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts.

Services

  • FINANCIAL SOLUTIONS
    When you hire us to plan for you, we don’t work for an insurance company or a particular money manager, we work for you. We think this is how business should be done in the financial world, and we are very.
  • INVESTMENT MANAGEMENT
    Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term.
  • TAX PLANNING
    Taxes can have a large impact on the amount of wealth you will be able to transfer to loved ones. We will help ensure that your retirement plan is tailored to utilize both tax advantaged and taxable products.
11818 Rock Landing Drive Suite 103 Newport News, VA 23606
Pathway Financial Planning Inc.

When was the last time your banker, broker, insurance agent, realtor, CPA, and attorney were all in the same room together giving you advice on what to do next?

As a Certified Financial Planner®, I act as the quarterback for my clients. My objective is to develop a winning strategy that allows my clients to be successful in reaching their goals. When necessary, to execute the plan, I will hand/pass the ball to the professional that is best suited to assist us in reaching their plans.

My goal is to provide affordable and quality financial advice to everyone. I help regular folks to make wise decisions not only on money management, but also in creating a sensible estate plan for themselves and their children.

Services

  • Wealth Management
    Risk means something different for each client. Portfolios are designed to meet your objectives while maintaining your individual risk tolerance.
  • Financial Planning
    When it comes to Financial Planning and managing investments I take a collaborative approach. As a Certified Financial Planner® I act as your financial team’s quarterback.
  • Divorce Assistance
    As a Certified Divorce Financial Analyst (CDFA), I can help you think through the real cost of divorce and develop a true picture of how the divorce will impact you not only today, but tomorrow as well.
780 Pilot House Dr Suite 100 C Newport News, VA 23606
Point Comfort Wealth Management

For over 400 years, the area known as Point Comfort, Virginia, has served explorers, settlers and seafarers as a landmark of safety and security. When reaching this point, you knew you were safe; you knew you were home. You reached a point of comfort.

We provide comprehensive financial planning and independent investment advice to individuals, families and businesses.

As behavioral investment advisors, we work with our clients to help avoid common yet damaging mistakes many investors make without a trusted advisor by their side.

Together we’ll work to organize, manage and monitor your financial affairs over a lifetime relationship based on competent, caring advice and personalized service.

Your goals and objectives are as unique as you are and require customized services that address your comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach.

Services

  • Wealth Management Solution
  • Retirement Income Planning
  • Investment Management
  • Tax Planning Strategies
  • Insurance & Risk Management
  • Education Planning
  • Estate Planning
  • Corporate Retirement Plans
701 Town Center Drive, Suite 104 Newport News, VA 23606

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria