Find top-rated Service Providers

Find Top-Rated Amelia Financial Advisors

There are 10 top-rated financial advisors in your area and 85 to avoid.

After 20 years, it's now free to join.

  • More than 10 Million Verified Reviews
  • Nationwide Coverage
  • Trusted Ratings
Join Angie's List Now To see all 10 highly rated companies in Amelia

Explore Our Solution Center for Helpful Financial Advisor Articles

Go to the article: 

How To Rent an Apartment with Bad Credit

.
Go to the article: 

5 Steps to Improve Your Credit Score

.
Go to the article: 

Weigh Your Options for Financing Your Medical Care

.

Recent Finance Advising Reviews in Amelia

  • A
    Safe Harbor Retirement Group LLC
    Very well. We have worked with Safe Harbor for over 4 years and they have provided invaluable financial planning services which have enabled us to comfortably retire with a satisfactory level of income.
    - Robert P.
  • A
    rebel Financial
    Excellent. Phil is very responsive to any questions. He does a personal visit in our home twice a year. His management over the past two years has been superb. He listens well, gives lots of information, and has superior financial software to track results, budgets, and forecast.
    - Linda S.
  • A
    rebel Financial
    It was very good. They are very personalized and very excellent in what they do. They take a small percentage from the investment.
    - RAKESH G.
  • A
    J. Hunter Company
    As a small business owner, we had always struggled to find the right person to assist us with our accounting, taxes, and long-term planning. That difficulty ended in 2015 when we found Jarad. He offers the absolute best services in a prompt, courteous, and professional manner while being extremely affordable. Jarad has a way of communicating that puts everyone at ease when dealing with the complicated tax issues and financial needs of a small business. His entire approach to helping is clear, concise and offered with knowledge far above most. Jarad has become one of our most trusted team members and because of his efforts, we have become a better company. If you are considering a change, give Jarad a try. I promise you will not be disappointed.
    - LE P.
  • A
    J. Hunter Company
    Mr. Hunter was extremely professional, knowledgeable and completed all the work I needed done in a very timely fashion. He kept me completely informed along the way and provided me with very accurate time lines of work completion. I would recommend Mr. Hunter to anyone who wants sound and professional financial planning and tax assistance/advice.
    - mike s.
  • A
    J. Hunter Company
    Makes my life so much easier. My partner and I used to close each other in a conference rm for hours on end trying to make sense of the business books. Thanks to Jarad we no longer have those conversations and we focus more on growing he business. Jarad is ALWAYS there when we need him!
    - Greg S.
  • A
    J. Hunter Company
    Does a phenomenal job. He has a quick turnaround and he can advise businesses with his in depth financial/accounting and legal knowledge that very few people in the Tri-State can offer. He can do it at an affordable rate too. HIGHLY RECOMMEND!!
    - John L.
  • A
    Libertas Wealth Management Group, Inc.
    I’ve been meaning to write a review for quite some time now. I have been a client at Libertas Wealth Management Group for about 5 years and I am truly impressed with their professionalism, individualized attention, and genuine care they feel for me and for my financial goals. I’ve had a great experience with everyone there and they are always quick to answer any questions or concerns I have. Not only are they wonderful people but I trust their unique philosophy for managing my money. I feel secure knowing that they are trying to protect me from a major market crash and that they are always looking out for my best interests since they are a fee only firm. They explain in detail why they make the decisions they do based on the market and I trust them to do what’s best. They are literally watching the market every day and get me out when things don’t look good. I feel so much more at ease with this strategy than simply buying and holding and watching my money disappear the next time the market crashes. I would highly recommend anyone to go and talk with them and get more information. Most companies I’ve worked with in the past are just trying to make a commission and sell you investments. I’m sure you’ll be just as impressed with this group as I am!
    - Joy R.
  • A
    Business Management Services LLC
    He had obvious experience and wisdom that only comes with years in the business. I was not pushed into seeing a young in-experienced person.
    - Mark H.
  • A
    Zimmer Law Firm
    This is all he does, it worked out really good and everything is under control. They talk you through it. We had two or three meetings and the trick is getting all the documents and they do all of that. It is well worth it. They are very good. You work with the lawyers and once you know what you want to do they have legal techs that do all the other work. I thought the price was fair and they basically do all the paperwork for the deeds of all our houses and they did all of that and all the insurance policies changed. My wife and I are both extremely happy. We had the trust documents created and went over by US Bank and they said that is exactly how they would want them.  The appointments are great, they keep you moving along so you can get it done in the 4-8 week period. They are always contacting us, they call us twice to make sure we knew when the meeting was and that we would be on time.
    - Kenneth C.
Join Angie's List to view provider's name.

Financial Advisors in Amelia

Companies below are listed in alphabetical order.

To view top rated service providers along with reviews & ratings, JOIN ANGIE'S LIST NOW!