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Local Resources

Professional Services

  • Accounting Services
  • Financial Services
  • Insurance
  • Legal / Mediation Services

Real Estate, Housing and Home Maintenance

  • Real Estate
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    Long Term Care
  • Housing –
    In Your Home

Health Care Related

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    and In-home Aides
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Other Resources

  • Local Agencies
  • Miscellaneous
 
 
Professional Services


Please let these Professional Services providers in our local area know you found them on the Caregivers Library website.

Accounting, Bookkeeping, and Bill Paying Services
Financial Services and Money Matters
Insurance
Legal and Mediation Services

Accounting, Bookkeeping and Bill Paying
 
 
Framestone Solutions, 
977 Seminole Trail, Ste 227
  
Charlottesville, VA 22901
Charlotte Drummond, Owner
434-293-6318

  We bring order to personal finances by helping individuals avoid the risk of personal and financial disorganization. We provide discreet, efficient, on-site data management including: creating a system for paying bills and filing financial papers; reconciling bank accounts and preparing bills for payment; comprehensive personal bookkeeping services; managing vendors and contractors; family finances coaching; oversight program for adult financial dependents; downsizing assistance; and more.

Garris and Company,  PC
1140 East Market Street
  
Charlottesville, VA 22902
Edward D. Garris, PhD, CPA
434-971-7255

  We provide bookkeeping and accounting services for businesses and individuals, including elderly clients and individuals with special needs. Some of the things we currently do to help our special-needs clients are bill paying, helping arrange service calls to their homes, arranging for automobile repairs, and more. Please let us know how we can help you or your loved one with bookkeeping and organizational needs.

Joseph J. Saunders CPA,  Inc.
114 4th Street SE
  
Charlottesville, VA 22902
Joseph Saunders, CPA
434-293-5978

  Our firm offers a wide range of services to our clients, including ELDERCARE services. We have professionals available to assist with whatever needs you may have, such as; prepare checks, pay all bills (receive them for you also), monitor the financial position of the client and provide reporting to children if needed, provide nursing care, household help, and full accounting services as well, and coordinate your legal needs. We can customize any of these services to meet your needs.

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Financial Services and Money Matters
 
 
F. Jim Parks Agency, 
PO Box 60
  
Palmyra, VA 22963
Jim Parks
800-879-9471

  F. Jim Parks Agency is dedicated to insuring financial security. Your plans, your goals, your potential, are the main criteria when planning the insurance coverage for your future. We provide life, health and group insurance, as well as long-term and short-term disability, long-term care, annuities and IRA savings tools.

Fidia Advisors,  LLC
900 Moorefield Park Drive, Suite 100
  
Richmond, VA 23236
Corporate Development Services
804-327-1111

  Fidia helps family owned and closely held companies through business transitions and ownership changes, including business turnarounds, revitilazations and mergers, acquisitions and divestitures. Fidia also assists in business development through strategic and business planning, new venture creation and opportunity identification.

Gary Albert,  CPCU, CLU, ChFC
1131-C Rio Road East
  
Charlottesville, VA 22901
State Farm Insurance
434-296-1222

  As a State Farm agent, I not only provide your insurance needs, but do financial consulting, as well. I can provide consumer-oriented financial products, loans, investment advice and, of course, a full array of insurance services.

Hancock, Engel & Associates, 
941 Glenwood Station Lane
  
Charlottesville, VA 22901
Joseph R. Feola, CFP
434-220-4671

  At Hancock, Engel & Associates we work with our clients to help them identify their financial goals and dreams, develop a plan to get them there and track the progress. We are committed to delivering high quality advice and providing exceptional service. We are guided by a vision of helping our clients realize their dreams through our collaborative Dream > Plan > Track approach to financial planning. Our approach looks beyond the numbers to get a clearer understanding of your financial needs, goals and dreams. Hancock, Engel & Associates is a financial advisory practice of Ameriprise Financial Services, Inc.

Morgan Stanley, 
401 East Market Street, Suite 1
  
Charlottesville, VA 22902
Eric Parker
434-244-8050

  Since 1935, Morgan Stanley and its people have helped redefine the meaning of financial services in advising our clients on strategic transactions, pioneering the global expansion of finance and capital markets, and in providing new opportunities for individual and institutional investors. I can help you and your loved ones plan for the future.

New American Mortgage, 
1100 Dryden Lane
  
Charlottesville, VA 22903
Peter Cefarratti, VA License # MLO-5021VA
434-284-2121

  Your Reliable Mortgage Consultant - "Financing By Referral." Peter Cefaratti has over 30 years experience and specializes in the following: client financial management with Reverse Mortgages, personalized mortgage planning, real estate financing for self-employed borrowers and business owners, investment property analysis and financing, and credit score enhancement.

New York Life, 
1410 Incarnation Dr #201
  
Charlottesville, VA 22901
Howard Craddock
434-817-8080

  For more than 160 years, New York Life Insurance Company's unwavering financial strength and time-tested investment strategies have provided consistent value and solid financial protection for our clients and their families. As you seek financial security for yourself and your loved ones, you want the best: A strong and vital company with a competitive product line and a superior sales force that is committed to providing personal attention to your individual needs.

Next Generation Financial Services,  A Division of 1st Mariner
1420 Rickey Road
  
Charlottesville, VA 22901
Walter L. Simpson, Mortgage Consultant / Reverse Mortgages
434-249-1998

  Whether seeking money to pay for medical treatment, finance a home improvement, buy long-term care insurance, or supplement cash flow, many older Americans are turning to "Reverse Mortgages." Reverse Mortgages allow older consumers to convert the equity in their home to cash while retaining home ownership. With numerous years of mortgage and financial planning experience, Walt Simpson can assist you with your Reverse Mortgage and Cash Flow Planning needs.

Perkins Financial Service, 
304 Hickman Rd
  
Charlottesville, VA 22911
George Perkins
434-293-4321

 

Setaro & McDaniel,  Long-Term Care Advisors
590 Broad Axe Road
  
Charlottesville, VA 22903
Mark Setaro
434-466-1354

  Setaro & McDaniel specializes in providing Long-Term Care Insurance plans that are tailored to your personal circumstances and goals. Our mission is to provide long-term care insurance programs to businesses and individuals. We design employee benefit and executive carve-out plans that maximize Federal Tax benefits, as well as provide education and support to help families and individuals make well-informed choices when it comes to protecting their financial future and independence.

Sherwood Forest Capital Management, 
429 Saint Ivy Ave
  
Troy, VA 22974
Douglas Stewart
434-589-3138

  At Sherwood Forest Capital Management, the focus is in bringing the successful strategies and disciplines of Wall Street to you. Our personal relationships with our clients are based on trust, backed by competence, and driven by a true desire to win. Contact us today and learn more about investing and Sherwood Forest Capital Management.

  United First Financial,  Inc.  (email)
  Cynthia Hash
  300 Preston Avenue, #500
  
  Charlottesville, VA 22902
  434-531-5351
  Is your house payment the largest expense you pay each month? How many years do you have before you pay off your mortgage? Would you like to pay it off in a fraction of that time and potentially save tens of thousands of dollars in the process without refinancing or changing your lifestyle? Do you have other debts you'd like to pay off? Although it's wise to pay extra principal payments on your mortgage to build equity, it's not wise to do so without this multi-million dollar proven online software product called the Money Merge Account (MMA) interest cancellation program through United First Financial (UFF) because it will multiply your efforts with amazing results. Thousands of people, young and old, are thrilled with the effectiveness of this package, knowing that they couldn't become debt-free without it. Contact Cynthia Hash, Independent Agent, for your FREE personalized analysis, hash@kw.com, 434-531-5351, www.PayOffYourHome.org.

Uturn Equity, 
1930 River Inn Lane
  
Charlottesville, VA 22901
Tucker Waits
571-338-3214

 

Wealth Preservation Services,  LLC
WP Farm, 4284 Ballards Mill
  
Free Union, VA 22940
Olin West III, MD, CSA, CLTC, FAPA
800-975-2530

  Learn how to grow your nest egg while protecting your gains. Olin L. West, MD and Wealth Preservation Services of Virginia, LLC would like to share the same powerful ideas that have helped so many preserve their retirement, standard of living, and most importantly, their peace of mind.

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Insurance
 
 
AARP Health Care Options, 
P.O. Box 1017
  
Montgomeryville, PA 18936
AARP Health Care Options
866-408-5543

  With AARP Health Care Options, you can pick and choose from many kinds of insurance options - from Medicare supplement to long-term care insurance. And there are prescription and vision savings services that all AARP members can use. Plus, you can shop our catalog for great values on health living products and purchase Medicare reimbursable medical supplies.

Gary Albert,  State Farm Insurance
1131-C Rio Road East
  
Charlottesville, VA 22901
Gary Albert, CPCU, CLU, ChFC
434-296-1222

  The mission of our agency is to establish, enhance, and maintain genuine lifetime customer relationships. We will help our clients identify their risks, help them recover from the unexpected, and be there to help them achieve their dreams. We deliver personalized, individual attention to each of our clients, every time. Hablamos Espanol.

Innovative Insurance Solutions,  Ltd.
90 Whitewood Road, Suite 5
  
Charlottesville, VA 22901
Stephen Purdy, CLU, ChFC
434-979-7588

  Innovative Insurance Solutions is a full service insurance and financial services firm created to serve you and your financial needs. With over 20 years in the insurance and financial service industries, we take a holistic view of your life and financial planning. As your trusted advisors of financial and insurance services, we will guide you in protecting and building your wealth.

Merriman Insurance Agency, 
300 Preston Ave, Suite 105
  
Charlottesville, VA 22902
David Merriman
434-220-2170

  Farmers is dedicated to being the right choice for auto insurance, home (homeowners and renters), life insurance, business insurance, umbrellas, boat and recreational vehicle insurance, and a whole lot more. As your personal, local Farmers agent, you have my commitment that I'll help you develop the coverage that's right for your life - at a price that's great value for your insurance dollar.

Optima Health, 
PO Box 589
  
Ivy, VA 22945
Kathy McVey, Medicare Dept.
757-455-7427

  Optima Health provides health plan coverage to more than 341,000 members throughout Virginia. We offer a full suite of commercial products including consumer-driven, employee-owned and employer-sponsored plans, and plans serving Medicare and Medicaid enrollees.

Wayne C. Nuckols Insurance Agency, 
PO Box 7483
  
Charlottesville, VA 22906
Wayne Nuckols
434-979-2692

 

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Legal and Mediation Services
 
 
Claire E. Curry,  Attorney
1000 Preston Ave., Suite A
  
Charlottesville, VA 22903
Legal Aid Justice Center, Civil Advocacy Program/Elder Law Initiative
800-578-8111

  Claire has over 20 years of experience with Legal Aid and directs the growing Elder Law Initiative for the Legal Aid Justice Center. She is also a co-founder of the Community Partnership for Improved Long-term Care.

Community Mediation Center,  Charlottesville
c/o United Way, 806 East High St.
  
Charlottesville, VA 22902
Cyndy Martin, Executive Director
434-977-2926

  The mission of the Community Mediation Center of Charlottesville, a non-profit organization, is to provide affordable and accessible dispute resolution services through mediation, training and education in order to transform conflict into an opportunity for change and growth.

Fairness.com,  LLC
PO Box 6970
  
Charlottesville, VA 22906
Daniel Doernberg, President
434-975-0780

  Fairness.com provides database resources, message boards, and searchable article links for exploring virtually any fairness-related topic.

Feil,  Pettit & Williams, PLC
530 E. Main Street
  
Charlottesville, VA 22902
Catherine Womack, Esq.
434-979-1400

  Feil, Pettit & Williams, PLC conducts a broad-based and sophisticated general practice. Areas of concentration include real estate, estate planning and administration, general business; commercial transactions; civil litigation; employment law; commercial development and financing; entity organization; corporate; taxation; domestic relations; family law; securities; insurance defense; personal injury law and trade associations/tax-exempt organizations.

Gelbman Law PLLC, 

  
Charlottesville, VA 22902
Doris W. Gelbman, Principal/Attorney
434-906-7022

  Doris is a member of the Aging in Place Business Round Table of the Chamber of Commerce here. Gelbman Law PLLC is focused exclusively on Elder Law in Central Virginia, includingthe City of Charlottesville and the surrounding counties and Shenandoah Valley area.

Hilton,  Holly
223 W. Main St., Suite A
  
Charlottesville, VA 22902
Holly Hilton, Mediator
434-984-6752

  Holly Hilton is a principal attorney with Hilton|McKeever, PLC, and is a certified mediator. She approaches legal problems with the desire to seek resolution through negotiation and dialogue before commencing litigation, and seeks to maximize her clients’ resources in retaining her to resolve their legal issues.

Hilton|McKeever,  PLC
223 W. Main St., Suite A
  
Charlottesville, VA 22902
Attorneys and Counselors at Law
434-984-6752

  We are a general civil practice law firm, with a focus on trusts and estates and other elder law issues (e.g. health care and guardianships), as well as education, real estate and land use, and small business issues. The goals of the law firm are to provide full high quality and compassionate service to our clients regarding their legal needs.

Legal Aid Justice Center, 
1000 Preston Ave, Suite A
  
Charlottesville, VA 22903
Alex Gulotta
434-977-0553

  The Legal Aid Justice Center offers civil legal services to low-income families throughout Central Virginia and to low wage immigrant workers statewide, while also engaging in systematic legal advocacy for all low-income Virginians. The Civil Advocacy Program assists area clients who face legal issues in housing, public benefits, employment, consumer protection and the rights of the elderly and individuals with disabilities.

MediationWorks,  Inc.
PO Box 226
  
Vienna, VA 22182
Jeannette Twomey
703-757-7364

  For older adults and their families, mediation is the low-stress alternative for resolving medical, financial, care provider, and interpersonal issues. Whether the subject is living arrangements, medical care, billing, consumer complaints, or estate planning, the process of mediation can turn the worst argument into a productive search for solutions. It is a non-adversarial way to resolve just about any kind of dispute involving elder persons.

Simon J. Stapleton,  Attorney
2027 Woodbrook Court
  
Charlottesville, VA 22901
Simon Stapleton, Attorney at Law
434-293-7788

 

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Legal Notice:  All local resources included in this directory are provided as suggestions and do not represent an endorsement or recommendation from the National Caregivers Library, our member affiliate, national sponsors, local sponsors or other businesses or individuals involved with this project.

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