Goat Planning is a veteran-owned retirement planning firm based in Staunton, Virginia, serving clients across 20 states, led by Jeff Batson, a Registered Financial Consultant® and author of Don’t Run Out: A Practical Guide to Tax-Smart Retirement Income, Social Security, and Medicare. The firm specializes in retirement income planning, Social Security strategy, Medicare guidance, tax planning, long-term care planning, life... Read More about Goat Planning

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Staunton, VA area, Katherine E Crow will take the time to understand you and your goals, as well as those... Read More about Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC

When you need professional tax and accounting services, One Plus One Accounting is here to help. These certified public accountants provide financial help for individuals, families, and businesses in Staunton, VA, and the surrounding area. Committed to helping you receive a maximized income tax return, this skilled team specializes in tax preparation and planning for clients of all economic backgrounds.... Read More about One Plus One Accounting Services LLC

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.