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Virginia Asset Management
Referral from
Aug 02, 2015
fu_king:
Financial counselor recommendations? Asking for a family member who is in the area. Can anyone recommend a financial counselor who can...
MantaRayGunz:
Contact my friend Dave, he's solid and very, very intelligent. http://www.vamllc.com/DavidWhiteside/ Morgan Stanley GC
- Financial Planner
- Midlothian, VA
Referral from
Mar 20, 2014
May N.:
Hello! I recall someone had posted a financial planner familiar with our benefits. Can someone recommend such a planner, one preferably...
Ken B.:
http://www.morganstanleygc.com/richmondgc/groupdetail.htm They are very good! Jonathan Wood - Ameriprise Financial Services, Inc...
Referral from
Mar 20, 2014
May N.:
Hello! I recall someone had posted a financial planner familiar with our benefits. Can someone recommend such a planner, one preferably...
Cheryl P.:
I love Jonathan Wood with Ameriprise. He has given me great guidance. ..invests my money. ..both me an husband. His number is... Frequently Mentioned on Social Media
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Referral from March 20, 2014
May N. asked:
Hello! I recall someone had posted a financial planner familiar with our benefits. Can someone recommend such a planner, one preferably located in Chesterfield? Thanks...
Carol S. replied:
Ken Sizemore is with Morgan Stanley since they merged with Smith Barney.
Terry J. replied:
Jeff Rohr, Ameriprise Financial planners in Midlothian is very familiar with PM and works with many PM folks.
Gary E. replied:
Jeff Rohr with Ameriprise has been great for me. Here is a link
Michael G. replied:
Give Carey and associates a call. No loss tell Bob I sent you.
Gary E. replied:
Sorry, here is the link http://www.ameripriseadvisors.com/jeff.w.rohr/
Thomas D. replied:
Leonard Levitch with Ameriprise is one of there top performers and has been great for me. He will meet with you at your home or his office and lives in Chesterfield. Give him a call at 804 249-7520
Sheila D. replied:
Tom Kirby with Ziegler. Can't say enough good about him.
Sheila D. replied:
His number is 8042904334.
Randy C. replied:
Chris Sovine Vice President Investments for Raymond James. 3712 Festival Park Plaza Chester 800-742-3850
Randy C. replied:
Or try 804-221-9267
John K. replied:
My advisor is Kenneth Moorefield at EdwardJones. 804-360-0078. I have been very impressed with his knowledge and recommendations.
Rick I. replied:
Jeff Rohr at Ameriprise in Midlothian. I am very impressed with what he has done for my wife and I.
Ruth M. replied:
My advisor is Janet Bennedetti at Ameriprise in Midlothian. She's excellent.
Rusty R. replied:
Ken Sizemore at Smith Barney. Teaches Finance class for EDTP in MC basement.
Anita D. replied:
Amerprise, Steve Williamson in Midlothian 560-9215
David S. replied:
May, Ken Sizemore with Morgan Stanley is the best. He has worked with PM, especially the unions, for over 20 years and is extremely familiar with all of their benefits, especially the pension and profit sharing plans. He ca be reached at 780-3332. We have been working with him for about 15 years, with college planning for our kids, through my retirement and now with planning for my wife's retirement in a few years.
Oscar G. replied:
Good call David, Ken is one of the BEST!
Sandra G. replied:
Ken Sizemore, very good!!
Debbie L. replied:
Alot of PM/Altria people use Ameriprise, Chris Brennan. We've been with them for 5 years and love it, christopher.a.brennan@ampf.com
Susan G. replied:
Another vote for Jeff Rohr at Ameriprise in Midlothian. He has done a great job for me!
Melvin S. replied:
Leonard Levitch with Ameriprise. We have used him for many many years.
Leighann Q. replied:
DFC Investment and Retirement Strategies.
Cathy H. replied:
Ken Sizemore.
Judy C. replied:
Janney Montgomery Scott, Allen Strange and John Baron 595-9372 . They have really helped me before I retired and after.
Referral from August 2, 2015
fu_king asked:
Financial counselor recommendations? Asking for a family member who is in the area. Can anyone recommend a financial counselor who can assist with budgeting and...
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