Membership Directory

Investment Management


Profile

Compass Wealth Strategies

www.compasswealthstrategies.com

901 Richmond Rd
Williamsburg, VA 23185

757-220-9888
757-871-0132
Fax: 757-220-9887
Email

  • Financial Planning/Investment Management
  • Investment Management
  • Retirement Planning

Profile

Davenport & Company, LLC

www.investdavenport.com

5400 Discovery Park Boulevard, Suite 301
Williamsburg, VA 23188

757-258-2800
800-619-2003
Fax: 866-932-6620
Email

  • Financial Planning/Investment Management
  • Stocks & Bonds Brokers
  • Investment Management

Profile

Legacy Financial Group

www.legacyfingroup.com

411 Scotland Street
Williamsburg, VA 23185

757-220-9730
877-542-9346
Fax: 866-326-9495
Email

  • Investment Management
  • Financial Planning
  • Retirement Planning

Profile

TowneBank - Kingsmill

www.Townebank.com

1510 Quarterpath Road
Williamsburg, VA 23185

757-903-2050
757-903-2051
Fax: 757-903-2060
Email

  • Banks/Savings Banks
  • Investment Management

Profile

TowneBank - Monticello

www.TowneBank.com

5216 Monticello Avenue
Williamsburg, VA 23188

757-564-4700
Fax: 757-259-2395
Email

  • Banks/Savings Banks
  • Investment Management

Profile

The Trust Company of Virginia

www.tcva.com

4350 New Town Avenue Suite 202
Williamsburg, VA 23188

757-221-0044
Fax: 757-221-0084
Email

  • Trust Services
  • Investment Management
  • Financial Services

Profile

Wells Fargo Advisors

www.wellsfargoadvisors.com

428 McLaws Circle Suite 100
Suite 100
Williamsburg, VA 23185

757-229-7833
800-444-5060
Fax: 757-220-8785
Email

  • Investment Management
  • Stocks & Bonds Brokers
  • Investments

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