Brown Harris Wealth Management
Categories
Investment Advisors & FirmsFinancial & Insurance/Estate PlanningFinancial InstitutionsInsurance AgenciesInvestment ServicesRetirement Planning
- 309 North Main Street Culpeper VA 22701
- (540) 825-1588
- 877-825-1588
- (540) 727-8701
- Send Email
- Visit our website
Hours:
Monday through Friday, 9:00AM to 5:00PM
Call anytime for an appointment, evening/weekend appt. avai
Driving Directions:
Brown Harris is located in historic, downtown Culpeper. 309 N. Main Street is located between Davis St. And Rt. 522, on the corner of Main and E. Edmondson Street. Plenty of parking is available.
About Us
Brown Harris Wealth Management grew from a desire to provide personalized, holistic wealth management. We help our clients achieve their financial dreams through effective wealth management and provide exceptional service. Brown Harris Wealth Management takes a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education. We specialize in the following: IRA & 401(k) Rollover Services - Retirement Income Strategies - Early Retirement Structuring - Mutual Funds - Annuities - Tax Advantaged Bonds - Long Term Care Insurance.
Brown Harris Wealth Management has built a reputation as a company successfully managing their client's serious savings money.
Our staff strives to provide the best service and financial management in the investment industry.
Securities offered through LPL Financial, Member FINRA/SIPC
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Rep/Contact Info
Joanie Jones
Executive Assistant/Insurance Specialist
- Phone: (540) 825-1588
- Fax: (540) 727-8701
- Send an Email
Culpeper Chamber of Commerce
629 Sperryville Pike
Suite 100
Culpeper, VA 22701
Phone: 540.825.8628