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Financial Planners in Ruby, VA

Lionheart Financial Planning, Inc. - Financial Planners
(540) 907-2720
76 Water Way
Stafford, VA 22556
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From Business: Lionheart Financial Planning, Inc is a feeonly Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services…

First Command Financial Advisor - Chase Messinger, CMFA™ - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Chase Messinger joined First Command Financial Services as a Financial Advisor in June 2026. He is excited about the opportunity to help people make the smart…

First Command Financial Advisor - Jess Ziegelbauer - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Jessica Ziegelbauer joined First Command Financial Services as a Financial Advisor in May 2006. Previously, she served as an instructor at the University of…

First Command District Advisor - Vanessa Chambers - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Vanessa Chambers joined First Command Financial Services as a Financial Advisor in February 2015. A graduate of Strayer University with a Bachelor's degree in…

First Command Financial Advisor - Nick Cavano - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Nicholas Cavano joined First Command Financial Services as a Financial Advisor in February 2021. He is excited about the opportunity to help people make the…

First Command Financial Advisor - Christine Cortes, CMFA™|MSFP|CFP® - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Christine Cortes joined First Command Financial Services as a Financial Advisor in March 2026. She previously worked for 25 years as a Producing Manager at other…

First Command Financial Advisor - Donald Burklew - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the…

First Command Financial Advisor - Andy Garlington - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: After twenty-three years as a Navy Surface Warfare Officer and ten years as a GS15 working for the Navy and Marine Corps, I understand the complex challenges and…

First Command Financial Advisor - David Ready, MBA|CMFA™ - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: David Ready joined First Command Financial Services as a Financial Advisor in December 2025, following a 30-year career in the United States USMC, where he…

First Command Financial Advisor - Liam Godbold - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Liam Godbold joined First Command Financial Services as a Financial Advisor in January 2025. He is excited about the opportunity to help people make the smart…

First Command Financial Advisor - Anthony Destefano - Financial Planners
(540) 659-7060
125 Woodstream Blvd Ste 115
Stafford, VA 22556
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From Business: Anthony Destefano joined First Command Financial Services as a Financial Advisor in February 2024. As a military spouse, he understands the unique situations and…

Burke & Herbert Bank - Financial Planners
(703) 518-8375
14008 Smoketown Rd
Woodbridge, VA 22192
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From Business: As Virginia’s oldest bank, we’ve helped build steady prosperity for businesses, families, and communities since 1852, delivering expert guidance, strong local…

Zircon Financial Services - Jocinta Powell, MBA, ChFC, CLU - Financial Planners
(703) 337-2933
17739 Main St Ste 350
Dumfries, VA 22026
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From Business: Zircon Financial Services provides personalized financial planning and wealth management services for individuals, families, business owners, athletes, military…

First Command - Financial Planners
(703) 574-7090
319 Potomac Ave Ste 100
Quantico, VA 22134
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From Business: First Command's Financial Advisors in Quantico, VA are committed to serving our Nation's military families in their pursuit of financial security. Keeping you…

First Command Financial Advisor - Elizabeth Cosden - Financial Planners
(703) 574-7090
319 Potomac Ave Ste 100
Quantico, VA 22134
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From Business: Elizabeth Cosden joined First Command Financial Services as a Financial Advisor in October 2022. As a military spouse, she understands the unique situations and…

Vicki Thorpe - Thrivent - Financial Planners
(858) 455-5227
1320 Central Park Blvd Ste 200
Fredericksburg, VA 22401
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From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Vicki Thorpe is committed to providing…

Michael Murray - Thrivent - Financial Planners
(858) 455-5227
1320 Central Park Blvd Ste 200
Fredericksburg, VA 22401
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From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Murray is committed to providing…

Merrill Lynch Wealth Management - Financial Planners
(540) 373-8475
910 Princess Anne St
Fredericksburg, VA 22401
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From Business: Welcome to Merrill Lynch in Fredericksburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate…

Janney Montgomery Scott - Financial Planners
(540) 654-7750
725 Jackson St Ste 204
Fredericksburg, VA 22401
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From Business: Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and…

Bankers Life - Financial Planners
(540) 371-1687
12225 Amos Ln Ste 202/204
Fredericksburg, VA 22407

From Business: Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers,…

Rob Schneider - Financial Advisor, Ameriprise Financial Services - Financial Planners
(703) 590-0326
12751 Marblestone Dr Ste 200
Woodbridge, VA 22192
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From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Nicholas T O'Gwin - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(703) 590-0326
12751 Marblestone Dr Ste 200
Woodbridge, VA 22192

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Jason T Ice - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(703) 590-0326
12751 Marblestone Dr Ste 200
Woodbridge, VA 22192

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Hallett Gates - Financial Advisor, Ameriprise Financial Services - Financial Planners
(571) 620-7272
12751 Marblestone Dr Ste 200
Woodbridge, VA 22192

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Matthew V Poteete - Financial Advisor, Ameriprise Financial Services - Financial Planners
(703) 590-0326
12751 Marblestone Dr Ste 200
Woodbridge, VA 22192

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Timothy McCleerey - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(703) 590-0326
12751 Marblestone Dr Ste 200
Woodbridge, VA 22192
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From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Carradice Wealth Advisors - Financial Planners
(703) 590-0326
12700 Black Forest Ln Ste 310
Woodbridge, VA 22192
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From Business: Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs,…

United Bank - Financial Planners
(540) 899-7799
501 Jefferson Davis Highway Emancipation Highway C
Fredericksburg, VA 22401
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From Business: At United Bank, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service.…

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