Finance & Insurance

Atlantic Union Bank
1658 State Farm Blvd
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.

Please use this link so that product information stays up to date: https://www.atlanticunionbank.com/personal/checking/thanku-checking
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
http://atlanticunionbank.com
Yes
Guaranteed Rate
2019 Woodbrook Court

Mortgages

½ % (or one half percent) credit to VA borrowers at closing to use towards closing costs. Example – on a $200,000 loan we will provide a $1,000 credit at closing.
Active Military, Veteran Military, Retired Military
Movement Mortgage
1100 Dryden Lane
Charlottesville, VA 22903

Residential Mortgages

50% of underwriting fees (excludes VHDA loans)
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
http://www.movement.com/jay.domenic
434-220-7630
Movement Mortgage
2231 Seminole Ln, Charlottesville, VA 22901

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

$500 credit towards closing costs.
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
http://www.movement.com/ben.aliff
New York Life
8075 Leesburg Pike, Vienna, VA 22182

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.

When is the last time you ran a stress test on your portfolio? This complimentary review is designed to detect gaps and identify solutions to help you reach your goals.
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
Yes
SKV Group
1405 Rolkin Court, Suite 202
Charlottesville, Va 22911

Financial Planning and Wealth Management

One complimentary hour with a Certified Financial Planner™
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
http://www.skvgrp.net
Yes
SmartStart Personal Finance
435 Merchant Walk Square, Ste 300 – 612
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.

50% off my 3-month program
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
(540) 445-1221
Yes
Waterstone Mortgage
615 Woodbrook Drive Suite B Charlottesville VA 22901

Residential Mortgages, Purchase, Refinance, Debt Consolidation Mortgages, Construction – Perm Loans, Low Credit Scores, Low Down Payment, MD and DDS Mortgages as well

50% off Loan Origination costs and specialty low down and no down payment options specific to eligible professions. Including listed professions and Fire, EMS, and professional designation holders like Architects, Engineers, Teachers etc.
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
http://www.TheZemonTeam.com
434-906-2570
Wilkinson Wealth Management, Jacquelyn Nasca, AFC
889 Rio East Court, Charlottesville, VA 22901

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

Pro-Bono Financial Coaching for Military / First Responders / Veterans
Active Military, Veteran Military, Retired Military, Active Police, Veteran Police, Retired Police
434-202-2521
Yes