Plott & French Financial

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Financial Planning Consultants, Financial Planners, Financial Services

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Today: 9:00 am - 5:00 pm

18 Years

in Business

Accredited

Business

(540) 639-2139Call Visit WebsiteVisit Website Map & DirectionsDirections104 Wadsworth StRadford, VA 24141 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Radford with Financial Planning Consultants

New River (1 miles)
Belspring (7 miles)
Parrott (9 miles)
Mc Coy (10 miles)
Dublin (10 miles)
Newbern (12 miles)
Riner (14 miles)

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Email

BBB Rating

Extra Phones

TollFree: (800) 851-9863

Payment method

cash, amex, discover, master card, visa

AKA

Plott & French Financial Advisors

Paul French Financial Advisor

French Paul Financial Advisor

Other Links

http://www.plottandfrench.com

https://plottandfrench.com

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Categories

Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Retirement Planning Services, Taxes-Consultants & Representatives

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Details

Phone: (540) 639-2139

Address: 104 Wadsworth St, Radford, VA 24141

Website: http://www.plottandfrench.com

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Plott & French Financial

Tax Planning
Beyond investments, our VFO aims to address the complex financial issues you may face, such as tax planning, estate planning, philanthropy, and business succession. We work closely with you to develop and implement strategies that consider wealth preservation, tax minimization, and a lasting legacy for future generations.
Charitable Giving
We use a proven process to enhance and protect our clients’ wealth, transfer it efficiently to future generations, and to help magnify the impact of their charitable giving, if they are so inclined.

Investment Management
We devise effective financial strategies to increase and optimize your wealth through tax planning, risk management, and investment management.
Wealth Management
We are a second-generation family-owned wealth management practice located in the New River Valley, and we have been helping exceptional families within and beyond our region meet today’s financial challenges for over thirty years. All around us today, we see a reduced customer experience across many industries, including healthcare, contractor work, and financial services. Automated phone systems, noshow appointments, and a lack of appointment availability for months when needing to see a professional seem all too common. And then, to make matters worse, once you do get in to see someone, you need to remind them everything about yourself every time you see them because you’re one of a dozen appointments they have that day, and they only looked at your file five minutes before you walked in the door.

Financial Planning
At Plott and French Advisors, we understand the importance of personalized financial planning to achieve your unique financial goals and secure your legacy for future generations. We offer a full range of financial services to help you reach your objectives, including...
Retirement Planning
We strive to understand the pain points and challenges faced by each client type and are dedicated to helping them navigate complex financial situations. Whether it’s advanced multi-generational planning, estate planning, tax mitigation, or retirement planning, Plott and French Advisors provide customized solutions with the goal of supporting your financial security and success. Consider our experienced team to guide you through every stage of your financial journey.
Charitable Remainder Trusts
We can help maximize the impact of your charitable giving by employing strategies, including establishing Private Family Foundations, Donor-Advised funds, and Charitable Remainder Trusts.

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