Virginia > Roanoke Yellow Pages > Finance > Investment Services & Advisors

Roanoke Investment Services & Advisors

Local Businesses: 88

1St Choice Investments Llc

7400 Sunnybrook Drive
Roanoke, VA 24019-4258
(540) 265-1233
Categories: Builders & Contractors, Security Brokers & Dealers

Ameriprise Financial

2965 Colonnade Drive Suite 320
Roanoke, VA 24018-3541
(540) 777-5757
John White (Crpc)
Categories: Financial Planning Consultants

Ameriprise Financial

AMERICA'S LEADER IN FINANCIAL PLANNING
2709 Brambleton Avenue Southwest
Roanoke, VA 24015-4307
(540) 776-9679
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

2758 Electric Road
Roanoke, VA 24018-3584
(540) 777-6764 +view more
William Foster (Financial Advisor)
Categories: Financial Planning Consultants

Axa Advisors Joe Surkamer Jr

114 Mountain Avenue Southwest
Roanoke, VA 24016-4116
(540) 342-7891
Categories: Financial Advisory Services

Axa Advisors Joseph H Surkamer Jr

114 Mountain Avenue Southwest
Roanoke, VA 24016-4116
(540) 342-7890
Categories: Financial Advisory Services

Axa Advisors Lee Dooley

114 Mountain Avenue Southwest
Roanoke, VA 24016-4116
(540) 342-7892
Categories: Financial Advisory Services

Axa Equitable - Don Assaid

Roanoke, VA 24011
(540) 983-7158
Don Assaid
Categories: Financial Planning Consultants

Axa Equitable - Elliott Bruce

Roanoke, VA 24011
(540) 983-7106
Bruce Elliott
Categories: Financial Services, Financial Planning Consultants

Axa Equitable - Main

Main
Roanoke, VA 24011
(540) 982-2611
Categories: Insurance Carriers, Financial Planning Consultants

Axa Equitable - Kerns Justin Dm

Roanoke, VA 24011
(540) 983-7136
Justin Kerns (Dm)
Categories: Financial Planning Consultants

Axa Equitable - Futrell Steve

Roanoke, VA 24011
(540) 983-7102
Categories: Financial Planning Consultants

Axa Equitable - Shepherd Kim

Roanoke, VA 24011
(540) 983-7112
Kim Shepherd
Categories: Financial Planning Consultants

Axa Equitable - Holt Steve Dm

Roanoke, VA 24011
(540) 983-7102
Steve Holt (Dm)
Categories: Financial Planning Consultants

Axa Equitable - Fisher Cleve

Roanoke, VA 24011
(540) 983-7154
Cleve Fisher
Categories: Financial Services, Financial Planning Consultants

Ayers Financial Services

5185 Peters Creek Road Northwest
Roanoke, VA 24019-3809
(540) 563-9144
Patrick Ayers (Owner)
Categories: Financial Services, Financial Planning Consultants

Bank Of The James

133 Salem Avenue Southwest
Roanoke, VA 24011-1203
(540) 400-7155
Categories: Banks, Financial Planning Consultants

Barnes And Associates

3140 Chaparral Drive Suite 100
Roanoke, VA 24018-4370
(540) 769-0052
Categories: Financial Planning Consultants

Bb&T

37 Church Avenue Southwest
Roanoke, VA 24011-2001
(540) 344-6661
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

1620 Hershberger Road Northwest
Roanoke, VA 24012-7209
(540) 362-5801
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

1828 Electric Road
Roanoke, VA 24018-1619
(540) 776-3566
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

6625 Williamson Road
Roanoke, VA 24019-4660
(540) 265-5723
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

3458 Orange Avenue Northeast
Roanoke, VA 24012-6451
(540) 983-7937
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

2036 Colonial Avenue Southwest
Roanoke, VA 24015-3204
(540) 983-7930
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

3119 Chaparral Drive
Roanoke, VA 24018-4325
(540) 989-8504
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Bb&T

111 Franklin Road Southeast Suite 200
Roanoke, VA 24011-2127
(540) 344-5414
Categories: Banks, Security Brokers & Dealers

Benson Investment Management Co

Roanoke, VA 24011
(540) 989-3030
Categories: Investment Management Services

Catawba Capital Management

PO Box 1180
Roanoke, VA 24006-1180
(800) 362-3212
Services: Offering Personalized Investment Management For Individuals Businesses And…
Categories: Investment Services & Advisors

Catawba Capital Management

10 South Jefferson Street Suite 1210
Roanoke, VA 24011-1320
(540) 342-1212 +view more
Terrance Crowgey (President)
Services: Offering Personalized Investment Management, For Individuals Businesses And…
Categories: Investment Services & Advisors

Commonwealth Financial Planning Llc

Roanoke, VA 24011
(540) 772-0474
Categories: Financial Planning Consultants

Davidson & Garrard Inc Investment Advisors

5656 Orchard Valley Circle
Roanoke, VA 24018-7876
(540) 989-8179
Categories: Investment Services & Advisors

Dixon Hubard Feinour & Brown

601 South Jefferson Street
Roanoke, VA 24011-2400
(540) 343-9903
Categories: Investment Services & Advisors

Downing Perry R Fncl Cnsltnt

114 Market Street Southeast
Roanoke, VA 24011-1443
(540) 985-5443
Perry Downing (Fncl Cnsltnt)
Categories: Financial Planning Consultants

Edward Jones - Roanoke

5440 Peters Creek Road Suite 102
Roanoke, VA 24019-3863
(540) 562-3074 +view more
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Ben Hartman

MAKING SENSE OF INVESTING
Cave Spring Professional Center Road Southwest
Roanoke, VA 24018
(540) 989-1219
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Carissa Crowe

MAKING SENSE OF INVESTING
4950f Brambleton Avenue
Roanoke, VA 24018-4150
(540) 772-2248
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Carl D Cress Iii

MAKING SENSE OF INVESTING
1329 Grandin Road Southwest # A
Roanoke, VA 24015-2315
(540) 982-3741
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Carl M Grove

MAKING SENSE OF INVESTING
2115 Crystal Spring Avenue Southwest
Roanoke, VA 24014-2449
(540) 344-9211
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Doug Harrison

MAKING SENSE OF INVESTING
Wood Haven Office Park 5440 Road Suite 10
Roanoke, VA 24019
(540) 265-8629
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Libby Hammond

MAKING SENSE OF INVESTING
3621 Blue Hills Village Drive Northeast Suite East
Roanoke, VA 24012-8688
(540) 344-3707
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Marie Moore

MAKING SENSE OF INVESTING
41 Summers Way Suite 102
Roanoke, VA 24019-8291
(540) 966-3195
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Mike Pendleton

MAKING SENSE OF INVESTING
7746 Williamson Road
Roanoke, VA 24019-4343
(540) 366-5539
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Stephanie W Nuttycombe

MAKING SENSE OF INVESTING
2754b Electric Road
Roanoke, VA 24018-3535
(540) 774-8479
Products: Roanoke Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Elk Hill Advisors

5340 Fox Ridge Road
Roanoke, VA 24018-8754
(540) 774-4603
Categories: Investment Services & Advisors

Financial Strategies

2715 Brambleton Avenue Southwest Suite B
Roanoke, VA 24015-4348
(540) 774-9100
Bruce Porter (Owner)
Categories: Financial Services, Financial Planning Consultants

Guardian Claim Services

3059 Sedgefield Road Southwest
Roanoke, VA 24015-4433
(540) 989-9570
Kelly Matthews (Vice-President)
Categories: Financing Personal, Financial Planning Consultants

Guelich Capital Management Llc

1401 Franklin Road Southwest
Roanoke, VA 24016-5216
(540) 772-4545
Categories: Investment Services & Advisors

Harrison And Co Wealth Management Llc

2008 Stephenson Avenue Southwest
Roanoke, VA 24014-1664
(540) 204-9310
Categories: Financial Management & Consulting

Heritage Financial

358 Campbell Avenue Southwest
Roanoke, VA 24016-3625
(540) 343-9985
Curtis Worrell (Owner)
Services: Consultations, Life Insurance, Management, Planning
Categories: Financial Services, Financial Planning Consultants

Ing

4301 Appleton Avenue Northwest
Roanoke, VA 24017-2111
(540) 562-5230
Brian Wilson
Categories: Insurance Carriers, Financial Planning Consultants, Security Brokers & Dealers

Integrity Financial Planning Inc

19 Highland Avenue Southwest
Roanoke, VA 24016-4411
(540) 344-0684
Categories: Financial Planning Consultants

Investment Management Corporation

1940 Electric Road
Roanoke, VA 24018-1621
(540) 774-8899
J Tinaglia (Manager)
Categories: Investment Services & Advisors

Investors Financial Advisors

2709 Brambleton Avenue Southwest
Roanoke, VA 24015-4307
(540) 776-3343 +view more
James III
Products: Rollover Plans
Services: Specializing In, Individual Ira Accounts, Brokerage Services, Financial Planning,…
Categories: Financial Advisory Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

John Hancock Financial Network (Jhfn)

2847 Penn Forest Boulevard Suite 103
Roanoke, VA 24018-4373
(540) 342-1818
Categories: Financial Planning Consultants

Johnson Family Investment Corporation

1315 2nd Street Southwest
Roanoke, VA 24016-4944
(540) 344-8328
Vivian Bolt (Administrative)
Categories: Investment Services & Advisors

Lee F Brooks Cfp Crpc

1017 2nd Street Southwest
Roanoke, VA 24016-4436
(540) 981-0657
Lee Brooks (Cfp Crpc)
Categories: Financial Planning Consultants

Lighthouse Wealth Strategies

3959 Electric Road Suite 455
Roanoke, VA 24018-4559
(540) 904-2010
Categories: Investment Services & Advisors

Merrill Lynch

114 Market Street Southeast Suite 200
Roanoke, VA 24011-1443
(540) 985-5400
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mid-Atlantic Securities Inc

2217 Crystal Spring Avenue Southwest Suite 100
Roanoke, VA 24014-2434
(540) 344-4422
Robert Fraim
Products: , Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement…
Services: Full Service & Research, Reduced Commissions, Stocks, Mutual Funds, Ira's /…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Miller Capital Management

2660 Electric Road Suite C
Roanoke, VA 24018-3530
(540) 345-6441 +view more
Mac Miller (Manager)
Categories: Financial Planning Consultants

Monsour Asset Management

2762 Electric Road
Roanoke, VA 24018-3582
(540) 989-6578
Categories: Financial Planning Consultants

Monsour Equities

2762 Electric Road
Roanoke, VA 24018-3582
(540) 989-6578
Categories: Financial Planning Consultants

Personal Financial Planning Inc

3536 Brambleton Avenue Suite 8a
Roanoke, VA 24018-6500
(540) 774-8700 +view more
Tom Nasta (Owner)
Categories: Financial Planning Consultants

Peters Jerry R Cfp

3241 Electric Road Suite 1a
Roanoke, VA 24018-6405
(540) 989-6602
Jerry Peters (Cfp)
Categories: Financial Planning Consultants

Raymond James Financial Services Churchill Robison

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
3629 Franklin Road Southwest
Roanoke, VA 24014-2217
(540) 777-2017
William Robison (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Planning Consultants

Revelation Sld Advisors

4720 Starkey Road
Roanoke, VA 24018-8508
(540) 904-5406
Categories: Financial Services, Financial Planning Consultants

Rice Management Co

30 Franklin Road Southwest Suite 504
Roanoke, VA 24011-2413
(540) 342-2366
Bittle Porterfield (Owner)
Categories: Investment Services & Advisors

Scottrade

MORE BROKER FOR YOUR MONEY.
3565 Electric Road Suite A
Roanoke, VA 24018-4452
(540) 769-2030 +view more
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sears & Associates

3536 Brambleton Avenue Suite 1b
Roanoke, VA 24018-6500
(540) 767-9050
Categories: Investment Services & Advisors

Suntrust Private Client Services - Institutional Financial Services

Roanoke, VA 24011
(540) 982-3038
Categories: Customer Service Representatives, Financial Services, Security Brokers & Dealers

Suntrust Private Client Services - Personal Financial Services

Roanoke, VA 24011
(540) 982-3107
Categories: Customer Service Representatives, Financial Services, Security Brokers & Dealers

Suntrust Private Client Services - Portfolio Management

Roanoke, VA 24011
(540) 982-3041
Categories: Customer Service Representatives, Security Brokers & Dealers

Suntrust Private Client Services - Retirement Services

Roanoke, VA 24011
(540) 982-3011
Categories: Customer Service Representatives, Security Brokers & Dealers

Suntrust Private Client Services - Private Client Advisory Services

Roanoke, VA 24011
(540) 982-3355 +view more
Products: Automobile Loans, Boat Loans, Business Accounts, Certificates Of Deposit, Checking…
Services: Account Inquiries, Bill Payment Services, Card Replacement, Cash Management,…
Categories: Customer Service Representatives, Security Brokers & Dealers

Suzanne Osborne Cfp

3959 Electric Road Suite 325
Roanoke, VA 24018-4577
(540) 774-7688
Suzanne Osborne (Cfp)
Categories: Financial Planning Consultants

Syndicated Capital

3535 Wright Road Southwest
Roanoke, VA 24015-4429
(540) 989-8933
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Titan Wealth Management

129 Campbell Avenue Southeast
Roanoke, VA 24011-1432
(540) 266-3409
Categories: Investment Services & Advisors

Ubs Financial Services

10 South Jefferson Street Suite 1050
Roanoke, VA 24011-1314
(540) 344-1130 +view more
Categories: Financial Services, Security Brokers & Dealers

Untersee Financial Services

3433 Brambleton Avenue Suite 200b
Roanoke, VA 24018-6532
(540) 777-5821
Anthony Untersee (Owner)
Categories: Investment Services & Advisors

V I P Planners

1502 Franklin Road Southwest Suite 1
Roanoke, VA 24016-5235
(540) 342-1895
Terry Vandelinde (Owner)
Products: Iras, Individual Retirement Account
Services: Consultations
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Valley Investors

451 Mcclanahan Street Southwest
Roanoke, VA 24014-1756
(540) 342-5098
Categories: Investment Services & Advisors

Valley Investors Corporation

451 Mcclanahan Street Southwest
Roanoke, VA 24014-1756
(540) 342-5098
James Comer (Owner)
Categories: Investment Services & Advisors

Vandelinde Investment Planning Inc

1502 Franklin Road Southwest
Roanoke, VA 24016-5234
(540) 342-1895
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Vandelinde Terry L

1502 Franklin Road Southwest
Roanoke, VA 24016-5234
(540) 342-1895
Terry Vandelinde
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Virginia Capital Strategies

110 Church Avenue Southwest Suite 401
Roanoke, VA 24011-1931
(540) 527-3700
Steve Bowery (President)
Categories: Financial Services, Investment Services & Advisors

Wells Fargo Advisors

10 South Jefferson Street Suite 100
Roanoke, VA 24011-1326
(540) 345-6771 +view more
Richard Wertz (Manager)
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Wheat First Butcher Singer

Roanoke, VA 24001
(540) 962-5569
Categories: Investment Bankers, Security Brokers & Dealers

Willcox Phillip G Jr

5656 Orchard Valley Circle
Roanoke, VA 24018-7876
(540) 989-8179
Phillip Jr
Services: Individual Services, Personal Services
Categories: Investment Services & Advisors


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