Money Management

P. O. Box 689 Quinton, VA
Business Genre:
Short Business Description: Accounting Software Consultant
Long Business Description:

Providing local help to central Virginia (Richmond, Williamsburg, New Kent County and the middle peninsula) while offering consultation and training by email & telephone plus remote access consultations, training, and support.

Business Website Address:
Business Phone Number: 804-932-9416

9105 Dickey Drive
Mechanicsville, VA
Business Phone Number: 804-929-8066

Edward Jones-Virginia Mohn
9102 Rutland Greens Way Ste C, Mechanicsville, VA
Business Genre:
Short Business Description: I seek to partner with my clients to assist them in planning and staying on track toward their goals. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
Long Business Description:

Mechanicsville, VA, is synonymous with home for me. I was born and raised in the area, graduating from Lee Davis High School, where I met my husband, Kyle. We met as members of the indoor track team, which I only joined as a means to be prepared for soccer season. Most of our running these days is done while playing with our two Jack Russell terriers.

Remaining in Hanover county for my education, I attended Randolph Macon College and graduated magna cum laude with a bachelor of arts in business/economics and accounting. I was a member of the Randolph Macon Women’s Soccer Team for two years. Being a small college, I learned to value relationships, as I saw the impact they had on my life, as well as others.

Following college, I worked as a CPA providing advice and guidance to clients. I spent time in healthcare auditing, as well as corporate tax. Similar to my previous roles, I will continue to be a guiding professional and community resource. It is imperative to me that I know my clients and the goals that are important to them. This allows me to best serve your interests as your financial advisor.

Business Phone Number: (804) 277-8634

Mainsail Wealth Advisors LLC
6965 Fox Hunt Lane
Gloucester, VA
Long Business Description:

How long have you paid serious attention to conditions that affect your savings and investments? For many people real focus comes with a major life change – a big raise, a windfall, increasing family responsibilities or retirement looming on the horizon. Some sensible worrying sets in along the way, and the need for skilled hands at the helm becomes apparent.

Wherever you are in your life journey, you’ll want to know more about Mainsail Wealth Advisors. A small firm with a boatload of experience, we give rudderless investment portfolios a new sense of direction, launch new investors on courses that will serve them for a lifetime and do our utmost to shorten the distance to our customers’ hopes and dreams.

Business Phone Number:  804-693-5500 Cell 804-693-2925

Mark Plostock CPA
Business Phone Number: (516) 933-8486

100 Eastshore Drive, Suite 300
Glen Allen, VA
Business Genre: ,
Short Business Description: Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Professionals promise to offer you a new level of attention, insight and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Long Business Description:

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

Analyze. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.
Recommend. We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
Implement. If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.

Business Website Address:
Business Phone Number: (804) 922-7015
Business Fax: (804) 747-8547

SEM Wealth Management
11815 Aspengraf Ln Suite B
New Kent, VA
Long Business Description:

SEM is celebrating our 25th anniversary this year. As we prepared to celebrate this milestone and plan for the next 25 years we looked to address anything that might be an obstacle to our future growth. As we surveyed our advisor base we realized we were not always clear in who SEM really was. There are thousands of different investment managers out there with many different styles that makes it easy to be lost in the shuffle. We want our name to make it clear what SEM is all about — Scientifically Engineered Models

Business Phone Number: 520 750-7306