Financial Advisors
Harrisonburg, VA
Glenn Financial is an independent financial advisory firm in Harrisonburg, VA, founded by Kyle Glenn and Todd Glenn. They specialize in comprehensive financial planning for business owners and retirees, offering investment management, tax optimization, retirement income planning, legacy and charitable giving strategies, and values-aligned investing. Their "Think On It" process provides a complimentary initial consultation and financial review with no obligation, helping clients answer key questions about tax efficiency, investment alignment, and future planning.
Ideal for: Business owners, Retirees, Pre-retirees, High-net-worth individuals seeking tax optimization
Service area: Harrisonburg, VA and surrounding areas
Complimentary Think On It Process: Three-step complimentary consultation (establish, explore, equip) with no cost or obligation, designed to provide clarity before any engagement or fee.
Values-Aligned Investing: Offers investment options aligned with clients' personal values and biblical principles, combined with tax-efficient portfolio management.
Specialized for Business Owners and Retirees: Focused expertise serving business owners planning for succession and growth, and retirees optimizing income, Medicare, and legacy planning.
Address: 31 Southgate Ct STE 202, Harrisonburg, VA 22801
Phone: (540) 867-5702
Website: glenn-financial.com
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