Financial Advisors
Harrisonburg, VA
Stern & Heatwole Financial Group is an independent financial advisory firm serving the Harrisonburg area with comprehensive wealth management and financial planning services. The firm helps clients across various life stages develop personalized strategies for retirement, investments, and long-term financial goals. They combine professional expertise with a client-focused approach to guide individuals and families toward financial security.
Ideal for: Families planning for retirement, Pre-retirees seeking comprehensive wealth strategies, Individuals managing investment portfolios
Service area: Harrisonburg, Virginia and surrounding areas
Independent Firm: Operates independently, allowing for objective advice tailored to client needs rather than product-pushing agendas.
Personalized Planning: Develops customized financial strategies designed around each client's unique circumstances, goals, and time horizon.
Address: 305 Lucy Dr, Harrisonburg, VA 22801
Phone: (540) 438-0547
Website: sternheatwole.com
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