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Finance & Accounting

Ameriprise Financial Services, Inc. – 815 Church Street, Ste. 1A

Since we were founded by John Tappan in 1894, we at Ameriprise Financial have stayed true to our mission: To help people feel confident about their financial future.

During trying economic times our strength, integrity, our breadth of services and personal relationships have made us America’s leader in financial planning.

(434) 845-9181
Bank of the James – 828 Main Street

At Bank of the James, we’re committed to restoring your faith in banks. We combine experienced knowledge of the banking world with an intimate understanding of the communities in which we live and work. We’re unencumbered by the layers of bureaucracy that plague large institutions. We make all of our decisions at the local level which means you get answers quickly so you can move forward with your life and plans.


(434) 455-7510
BB & T – 915 Main Street

Building on a tradition of excellence in community banking that stretches back to 1872, BB&T continues to offer clients a complete range of financial services including banking, lending, insurance, trust and wealth management solutions. 

(434) 948-1219
BB&T Scott & Stringfellow – 801 Main Street

Since its founding in 1893 by Frederic William Scott & Charles S. Stringfellow, Jr., Scott & Stringfellow has operated as a full-service regional brokerage and investment banking firm serving individual, institutional, corporate, and municipal clients.

(434) 846-2711
Blue Ridge Mortgage – 916 Main Street, Ste. 400


Blue Ridge Mortgage is a locally owned and operated residential mortgage company. Since June of 1998, we have been dedicated to helping members of our community acquire home mortgages. 

(434) 846-1300
Cherry, Bekaert & Holland, LLP – 828 Main Street, Ste. 17

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert specializes in offering solutions that impact our clients’ ability to grow. For more than 65 years, global corporations, private businesses, government entities, nonprofits, emerging firms, start-ups and successful individuals have relied on Cherry Bekaert to guide them forward to their growth destination. 

(434) 847-6643
Colonial Brokerage House – 1000 Jefferson Street, Ste. 2C

At Colonial Brokerage House we help you help people protect their lives, their health and financial well being.

As a strategic partner in your business, we assure you the best in financially strong companies, products, service, expertise and compensation. We provide sophisticated case development and presentation, experienced case management, same day illustrations and quick quotes even on the toughest cases.

Call the “high tech, high touch” agency that specializes in helping you respond to the needs of your clients.

(434) 528-0724
CRC Financial Group – 1022 Court Street, Ste. 1
(434) 845-6655
Davenport & Co., LLC – 1104 Commerce Street, Ste. 100

Davenport is a full-service firm offering a complete range of investment services, including comprehensive stock and bond brokerage, investment managementresearchfinancial planninginsurancepublic finance, and corporate finance services.

(434) 948-1100
David R. Marion, CPA – 1318 Church Street
(434) 845-8013