O'Leary Wealth Management

Stifel is a wealth management firm dedicated to supporting financial advisors with a focus on seamless transitions and personalized solutions tailored to meet the needs of both advisors and their clients. With a robust technology platform and a commitment to advisor-driven growth, Stifel combines the resources of a large firm with the personalized service of a smaller organization. Recognized for its exceptional advisor satisfaction, Stifel provides a comprehensive range of services, including investment products, wealth planning, and alternative investments. The firm prides itself on fostering an entrepreneurial spirit among its advisors, empowering them to thrive in a supportive and innovative environment. Generated from the website

H&R Block, nestled in Charlottesville, VA, is a renowned establishment focusing on tax preparation and financial services. Striving to streamline tax obligations for individuals and small businesses, this company boasts a team of certified tax professionals committed to precision and adherence to ever-changing tax regulations. Clients seeking convenience can take advantage of their array of digital tools and resources designed to streamline the tax filing process, catering to those who prefer online solutions. Aside from their core tax preparation services, H&R Block goes the extra mile by providing tax consultation, refund management, and assistance with IRS inquiries. With a holistic approach to support, their goal is to demystify tax management and empower clients to navigate financial responsibilities with ease, minimizing unnecessary stress along the way. At H&R Block, expertise meets efficiency, offering a comprehensive suite of services to simplify the intricate world of taxes. Generated using this brand's available information

Edward Jones Investments, led by Donald Giannangeli, is a distinguished financial services establishment nestled in the heart of Charlottesville, VA. This reputable firm specializes in assisting individuals, families, and small businesses in achieving their financial aspirations by providing expert guidance and tailored solutions in investment management, retirement planning, estate planning, and education savings. With a network of dedicated financial advisors spread across the country, Edward Jones Investments under the leadership of Donald Giannangeli places a strong emphasis on fostering enduring relationships with their clients. Through personalized consultations and continuous support, they empower clients to navigate life's various milestones with confidence and financial preparedness. The firm's unwavering commitment to individualized care ensures that each client receives a bespoke financial strategy, shunning one-size-fits-all approaches in favor of thoughtful and accessible planning for investors of diverse backgrounds. Generated using this brand's available information