Financial

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American National Bank & Trust
American National’s tradition of relationship banking dates back over a century to its founding in 1909 and remains strong today. Make us your one-stop banking solution: personal banking, business, banking, trusts/investments, mortgage lending, and insurance services.

American National’s tradition of relationship banking dates back over a century to its founding in 1909 and remains strong today. Make us your one-stop banking solution: personal banking, business, banking, trusts/investments, mortgage lending, and insurance services.

1646 Graves Mill Road Lynchburg, VA 24502
(434) 386-6312
http://www.amnb.com
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Bank of the James
Bank of the James
Bank of the James was founded in 1999 and has brought together many of the area’s finest bankers. From a start-up team of 12 employees and 10 directors, the Bank has achieved the reputation as being one of the area’s leading financial institutions. Today the Company has more than 100 employees, 12 members serving on our Board of Directors and over 40 business men and women who serve on our regional advisory boards. We’re making a difference – in banking and in our community. 

Bank of the James was founded in 1999 and has brought together many of the area’s finest bankers.

828 Main Street Lynchburg, VA 24504
(434) 846-2000
http://www.bankofthejames.com
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Blue Eagle Credit Union

Blue Eagle displays strength and a sense of reaching new heights. Eagles have keen vision and soar like no other, even rising above storm clouds. The color blue depicts strength, loyalty, stability, and trust-worthiness. Both the eagle and the color blue provide a link to our USPS history and legacy. We won’t forget where we came from as we journey to where we’re going.

 

The road ahead is filled with new adventures, opportunity, and growth. If you’re in our community, join us on the path to fun and success!

2121 Electric Road, Roanoke, VA 24018
(800) 342-3429
https://www.blueeaglecreditunion.com
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Blue Eagle Credit Union

Blue Eagle displays strength and a sense of reaching new heights. Eagles have keen vision and soar like no other, even rising above storm clouds. The color blue depicts strength, loyalty, stability, and trust-worthiness. Both the eagle and the color blue provide a link to our USPS history and legacy. We won’t forget where we came from as we journey to where we’re going.

Blue Eagle displays strength and a sense of reaching new heights. Eagles have keen vision and soar like no other, even rising above storm clouds. The color blue depicts strength, loyalty, stability, and trust-worthiness. Both the eagle and the color blue provide a link to our USPS history and legacy. We won’t forget where we came from as we journey to where we’re going.

1210 Greenview Drive, Lynchburg, VA 24502
(540) 342-3429
https://www.blueeaglecreditunion.com
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Central Virginia Federal Credit Union – Mount Athos

Offering full service banking, personal and business.

  • Auto/Truck Loans:  We can help get you into the car or truck of your dreams, while making the process easy and saving you money.  Competitive rates, simple application process and flexible terms.
  • Purchasing/Refinancing a Home:  Buying a home is a big decision.  Are you ready?  Your Community Credit Union is here to make the process as easy as possible, ensuring that you receive sound lending advice and a good value for your money.
  • Business Services: We offer a variety of simple, low or no fee products and services including savings, checking and sweep accounts along with business loans. To qualify for business services, your home office must be located within Region 2000 and the business owner must qualify for membership by living, working, worshipping or attending school within Region 2000. Eligible businesses must be privately held.
  •  “Financial Wellness Checkup” with our partners at GreenPath who provide FREE one-on-one financial counseling, debt management services and financial education tools – without a sales pitch! Take the time to re-evaluate, re-focus and make some changes to impact your future! GreenPath is a non-profit company that partners with you to achieve your financial goals.

We help your community…because it’s our community, too! It is our mission to provide helping hands to many efforts in our area.

1638 Mt Athos Road, Lynchburg, VA 24504
(434) 528-9016
https://www.cvfcu.com
Davenport & Company LLC
Davenport is a full-service firm offering a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services.

Davenport is a full-service firm offering a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Greg Vincent is an Associate Vice President.

1104 Commerce Street, Ste 100 Lynchburg, VA 24504
(434) 948-1101
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Edward Jones
Edward Jones

You have specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. Partnering with your financial advisor, you can build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our insurance and annuity products can help to protect your financial future. And if you have specific wealth strategies, trust management or business ownership needs, our convenience financial services offer the professional administration options you’re looking for.

Put the power of personal attention to work for you.

7331 Timberlake Roa,d Suite 202, Lynchburg VA 24502
(434) 821-3421
https://www.edwardjones.com/
FinTeam Business Consulting

“We don’t just focus on journal entries and tax advice. You can count on us to be a partner in your business, who will build or help you build forecasts, budgets, and financial models so you can make solid financial decisions.”

Your Business Financial Team!

3712 Old Forest Road Suite 400-4, Lynchburg, VA 24501
(434) 200-9391
FinTeam

The First Bank & Trust Company is a diversified financial services firm with 21 office locations in Lebanon, Abingdon, Bristol, Staunton, Waynesboro, Bridgewater, Harrisonburg, Christiansburg, Fairlawn, Wise, Norton, Verona, Wytheville, Forest, Johnson City, Kingsport and Gray. The Company is in its 35th year of operations and can best be categorized as a growth company.

The Bank has carved out a regional market niche by catering to small businesses and consumers who wish to take advantage of a local bank that offers all of the services that are expected from a larger organization. Since its inception, the company has a long and proud history of offering free checking to its customers.

Caring for our customers’ most basic financial needs serves as a daily reminder that we are privileged to have our customers’ trust and that we must always put the needs of our customers first. It is the specific goal of the Company to offer the services that customers and clients expect from larger financial services firms in a community bank environment. That philosophy is embodied in the corporate theme “The Bank That Puts You First.”

The First Bank & Trust Company is a diversified financial services firm with 21 office locations in Lebanon, Abingdon, Bristol, Staunton, Waynesboro, Bridgewater, Harrisonburg, Christiansburg, Fairlawn, Wise, Norton, Verona, Wytheville, Forest, Johnson City, Kingsport and Gray.

P O Box 2605 Forest, VA 24551
(434) 455-0888
http://www.firstbank.com
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Lynchburg Wealth Management

Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.

Lynchburg Wealth Management, LLC, is a fee-only fiduciary financial advisor. What is a fiduciary? A fiduciary is an advisor who has a moral and legal obligation to act in utmost good faith and provide services that are in the best interests of its clients.  It is this standard of care that is the backbone of all that we do.

  • Management Relationships – This is our business.  After thorough financial planning discussions, we take on management responsibility for your investment accounts, provide ongoing financial planning services, and work with you and your family through the years to help you achieve your financial goals.
  • Financial Planning– Founded by a CFP®Professional, we understand the intricacies of proper financial planning.  We get to know you, study your life and your finances, and develop recommended plans of action for your personal finances.  These engagements often turn into ongoing management relationships.
  • Financial Checkups– Much like a doctor’s annual physical, we work with you to identify possible trouble areas and suggest further actions.  This planning session is limited in scope, but is an affordable option for those first dipping their toe in the water of truly professional, unbiased financial advice.
  • Employer-Sponsored Financial Wellness Presentations– In our opinion, there’s no better way to show your employees that you care about their financial future than to provide them professional financial advice given by someone not there to sell them product or steer them in a certain pre-defined direction.  That’s what our financial wellness presentations offer.  We come to your business to give instructional personal    finance presentations on areas such as debt management, savings, investing, and planning for retirement.  After group sessions, some employers choose the added benefit of brief personal consultations available to each employee, typically in fifteen minute increments, to allow personal questions to be asked and answered.

John N. Hall, CFP® is President of Lynchburg Wealth Management, LLC. John is a CERTIFIED FINANCIAL PLANNER™ professional. He has been providing financial planning and investment management services since 2012. Prior to Lynchburg Wealth Management, John served as Portfolio Manager at MontVue Capital Management.

1511 Enterprise Drive, Lynchburg, VA 24502
(434) 515-0380
http://www.lynchburgwealth.com
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