Finance & Insurance
Charlottesville, VA 22911
We believe people have a right to expect more from the companies they do business with – and they can expect more from Atlantic Union Bank, a bank whose Virginia roots go back to 1902. By offering fair financial solutions and honest advice, we create opportunities for families and business owners. Member FDIC. Equal Housing Lender.
Movement Mortgage is best known for its innovative mortgage process and referable experience, which begins with Upfront Underwriting and a seven-day loan processing goal. NMLS# 202242
As a Veteran and licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to employee benefits, college funding, retirement/rollovers, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Charlottesville, Va 22911
Financial Planning and Wealth Management
Charlottesville VA 22902
I help people overcome financial frustration and confidently create their best life. I don’t sell any financial products so I can provide fully independent financial coaching / mentorship services.
Residential Mortgages, Purchase, Refinance, Debt Consolidation Mortgages, Construction – Perm Loans, Low Credit Scores, Low Down Payment, MD and DDS Mortgages as well
My priority is to help clients work toward financial independence by helping them improve their financial status, eliminate debt, and plan for their financial future thru informed investment advice and retirement planning.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Wilkinson Wealth Management & Investment Advisory Services LLC are separate entities from LPL Financial. Securities offered through LPL Financial, Member www.FINRA.org / www.SIPC.org
