Vlahakis Financial Inc

Summit Financial Partners is a woman-owned, independent-advisory firm based in Glen Allen, VA, serving the Greater Richmond region since 1999. Specializing in fee-only investment advisory and financial planning, they prioritize personalized service and clarity in developing tailored financial plans for clients. With a focus on building diversified investment portfolios, guiding through life transitions, and utilizing impactful Dimensional Funds, Summit Financial Partners acts as fee-only fiduciaries, always putting the best interests of their clients first. Their team of dedicated financial planners offers transparent, straightforward wealth management services to help clients achieve their financial goals.Generated from the website

Harvest Financial Group LLC is an independent fee-only registered investment advisory firm located in Richmond, Virginia, with additional registration in California. The firm specializes in providing personalized investment advice and financial planning services while maintaining a commitment to transparency and client-focused strategies. Dedicated to educating clients, Harvest Financial Group offers a variety of resources including articles, calculators, newsletters, and videos to help individuals manage their finances effectively. The firm's ethos is centered around fostering long-term relationships and guiding clients towards achieving their financial goals. Generated from the website

Located in Henrico, VA, Edward Jones Investments is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, they focus on delivering customized solutions in investment management, retirement and estate planning, and education savings programs. The firm boasts a widespread network of devoted financial advisors, placing a high value on nurturing strong advisor-client bonds through personalized consultations and continuous assistance to help clients navigate life's diverse stages. At Edward Jones Investments, the emphasis lies on individualized client attention, ensuring that each client receives tailored strategies rather than a one-size-fits-all approach. By prioritizing thoughtful planning over generic, transactional experiences, they make comprehensive financial planning accessible to a wide range of investors, fostering a culture of trust and reliability in the financial services sector. Generated using this brand's available information