Financial advisors in Independence, VA

Looking for a financial advisor in Independence, VA? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

26Median years of experience

50%Fiduciary advisors?

2Firms represented

Largest firms here: State Farm Investment Management Corp. (1), Edward Jones (1).

Nearby: Mouth Of Wilson, Galax.

Filter and map these advisors

State Farm Investment Management

26yrs

Robert Dale Wingate

Financial advisor

578 E Main St Suite A
Independence, VA 24348

Top 13% by experience at State Farm Investment Management

ChFC

Call Directions

Edward Jones

16yrs

Ches Robert Helmick

Financial advisor

111 West Main Street
Independence, VA 24348

More experience than 69% of advisors at Edward Jones

CFP®Fiduciary

Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read