C&F Wealth Management Office

(on monticello ave)
Financial and Investment Services in Williamsburg, VA
Financial and Investment Services
Insurance

Hours

Monday
Closed
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

5208 Monticello Ave.
Williamsburg, VA
23188

About

At C&F Wealth Management, our job is to assist you in growing, managing and protecting your wealth. The advice and recommendations we provide always put your best interests first. We are honored to serve our customers in ways that recognize their individual needs.

Photos

C&F Wealth Management Office Photo C&F Wealth Management Office Photo

Services

  • Comprehensive Financial Planning
  • Investments
  • Retirement Planning
  • Education Planning
  • Insurance Planning

Latest

Visit with your personal banker from the comfort of your own home! Please call us to schedule a convenient time for your Zoom appointment today! #Zoom #VideoCall #FocusedOnYou http://ow.ly/g5Ws50BylRF
We're thrilled to be a part of your neighborhood! Stop by for a free Mission BBQ slider on Thursday 9/24 from 11 a.m. to 1 p.m. at our new C&F Bank Stonefield Financial Center. Meet our team of diversified financial professionals who can offer you our undivided attention to ensure all of your goals are being met. Learn more: http://bit.ly/StonefieldTeam #CFBank C&F Mortgage Corporation #FinancialCenter #FocusedOnYou THU, SEP 24 AT 11:00 AM EDT Join us for a Free Mission BBQ slider
Tell us where? And Win! Each Monday, August - October, look for our weekly #GREENontheSCENE2020 post on our Facebook page. Check out our photos and comment which businesses you think we are visiting. One person with the correct answers to one location will be randomly selected each Friday to win a 50 gift card! This week we are in the Northern Neck. Can you guess where we are? . . . . . . *You do not have to be a C&F Bank customer to comment to win. Please visit: https://bit.ly/GREENontheSCENE2020 for full terms and conditions.
Interested in refinancing your home? Check out our special 10-year mortgage rate and speak with one of our bankers and we will build a plan that is right for you. Learn more: http://bit.ly/CF10YearMortgage
Come out and join us today at our #CashMob at Chadwick & Son Orchids Inc! We will be on site from 11- 1 giving away $10 to the first 25 customers who mob with us! Come on out and show your support to this local business! #shoplical #cfgivesback
We are proud to sponsor RVA Cares 5K! The RVA Cares 5k is a family-friendly 5k that benefits the local nonprofit Better2gether RVA. #CFGivesBack #FocusedOnYou
We are here to serve you! Investing in our technology is just one way we put our customers first. Especially during a time where social distancing is encouraged, now more than ever it's important to have reliable digital services that you can trust. #DigitalServices #Technology #CustomerFirst #CFBank Learn more: https://bit.ly/CFBankPersonalDigtalServicesGuide YOUTUBE.COM C&F Bank Technology
Don't forget to join us NEXT SATURDAY, October 17 for our Cash Mob at Union Market. We will be giving away $5 to the first 50 customers who purchase. Cash Mob starts Saturday at 11 a.m. #CashMobs are designed to bring support and awareness to local businesses... because when we shop local, our economy and community win every time! #CFGivesBack #FocusedOnYou SAT, OCT 17 AT 11:00 AM EDT Cash Mob at Union Market
We are proud to sponsor and support the Down Syndrome Association of Greater Richmond! Join us Sunday for a virtual walk & run! https://www.ds-stride.org/dsiastepup DS-STRIDE.ORG Step Up for Down Syndrome Virtual Walk & 3.21 Run
Tell us where? And Win! Congratulations Denise W. This week’s #GREENontheSCENE2020 locations are Virginia Elite Gymnastics Academy and Shirley Plantation. We will private message you for gift card pick up arrangements. Virginia Elite Gymnastics Academy serves the youth of our community through fitness. VEGA offers gymnastics classes for all ages, Ninja classes, birthday parties, cheer classes, adult programs, tumbling classes, summer camps and a competitive gymnastics and All Star cheer program. Shirley Plantation is a testament to Colonial life and early American history. Come visit Shirley grounds, gardens and outbuildings. Tour the home’s first floor and enjoy a guided or self-guided tour of the exhibits. The Shirley Plantation Foundation is a non-profit dedicated to sharing the relevance of Shirley’s history through education, Advocacy and community involvement. Be sure to stop by these locally own businesses and #shoplocal because when we shop local, our economy and community win every time!
You have better things to do than worry about online scams. Take 5 minutes to become a pro scamspotter by taking @American Bankers Association's #BanksNeverAskThat quiz. bit.ly/2Dt8bCD
Reminder! In honor of Columbus Day, all C&F Bank locations will be closed on Monday, October 12 and will reopen on Tuesday, October 13. Online and Mobile Banking are available for your convenience at cffc.com.
Real Local RVA 15 hrs · We had a great meeting this morning at Blue Bee Cider with Kevin Clay of Big Spoon Co. and strategist Rebecca Thomas. We talked reality, consumer behaviors, the importance of “creating and experience” and so much more. Check our stories for some great soundbites! . Stay tuned for the full video from 2L Marketing soon. Thanks to our sponsor C&F Bank! . #reallocalrva #rvadine #rvaeats #eatlocal #shoplocal #businessstrategy
THU, NOV 19 AT 12:00 PM EST Book Signing Event
Tell us where? And Win! Each Monday, August - October, look for our weekly #GREENontheSCENE2020 post on our Facebook page. Check out our photo and comment which business you think we are visiting. One person with the correct answers will be randomly selected each Friday to win a 50 gift card! This week we are in Downtown Richmond. Can you guess where we are? . . . . . . *You do not have to be a C&F Bank customer to comment to win. Please visit: https://bit.ly/GREENontheSCENE2020 for full terms and conditions.
Interested in refinancing your home? Check out our special 10-year mortgage rate and speak with one of our bankers and we will build a plan that is right for you. Learn more: http://bit.ly/CF10YearMortgage
A great choice topped with great rewards! We would love more customers like you. Invite a friend to open a C&F Bank account and you both will earn rewards! Use this referral code (Face2020) to redeem your points! Learn more: http://bit.ly/CFInviteAFriend
Tell us where? And Win! Congratulations Jestine B., you're this week's winner! This week’s #GREENontheSCENE2020 location is Mosquito Squad of Charlottesville. We will call you for gift card pick up arrangements. Mosquito Squad of Charlottesville is a locally owned and operated company, so they know firsthand what the mosquito season is like here. They take pride in giving neighbors the same outdoor enjoyment that made them fans of Mosquito Squad! Be sure to stop by this locally own businesses and #shoplocal because when we shop local, our economy and community win every time!
We want to hear from you! Share your perspectives, suggestions, compliments, or even a concern about our company at our Talk to the Top Form. http://ow.ly/QNwx50CsgxB
Passwords are only as strong as you make them! Learn how to create a strong password to keep your accounts safe from fraud. #Security #CFBank #FraudAwareness YOUTUBE.COM Creating a Strong Password
Join us today for our Cash Mob at Arnett's Family Store. We are giving away $5 to the first 50 customers who purchase. Cash Mob starts at 11 a.m. #CashMobs are designed to bring support and awareness to local businesses... because when we shop local, our economy and community win every time! #CFGivesBack #FocusedOnYou
We are happy to support Seven Pines Elementary School Turkey Trottin for Books! Seven Pines Elementary School November 20 at 1:09 PM · We really enjoyed yesterday's "Turkey Trottin' for Books!" We hope you all did too! We enjoyed your pictures and posts and even seeing some of you zipping up and down Williamsburg Rd! We want to give a big shout out to our community partners who agreed to let us place these boxes at their businesses. Thanks to Mom 2 Mom, William B Munn DDS PC Family Dentistry, Fidelity Printing, Farm Bureau of Sandston, Classics, Elko Middle School, Chickahominy Family YMCA and C&F Bank of Sandston!!
We really enjoyed yesterday's "Turkey Trottin' for Books!" We hope you all did too! We enjoyed your pictures and posts and even seeing some of you zipping up and down Williamsburg Rd! We want to give a big shout out to our community partners who agreed to let us place these boxes at their businesses. Thanks to Mom 2 Mom, William B Munn DDS PC Family Dentistry, Fidelity Printing, Farm Bureau of Sandston, Classics, Elko Middle School, Chickahominy Family YMCA and C&F Bank of Sandston!!
Don't forget to join us TOMORROW for our Cash Mob at Arnett’s Family Store. We will be giving away $5 to the first 50 customers who purchase. Cash Mob starts Saturday at 11 a.m. #CashMobs are designed to bring support and awareness to local businesses... because when we shop local, our economy and community win every time! #CFGivesBack #FocusedOnYou Arnett's Family Store
Holiday closure reminder! In honor of Thanksgiving Day, on Thursday, November 26 all C&F Bank branches will be closed and will reopen on Friday, November 27. C&F online and mobile banking are available. cffc.com
With Business Bill Pay you can take control of your payables and eliminate the need to mail checks or visit multiple merchant websites. We even protect your company by guaranteeing the safe delivery of your payments. https://youtu.be/L_W_wjf24c0 YOUTUBE.COM Business Bill Pay Features
Tax time can be prime time for tax-related scams and phishing attempts. Fraudsters take advantage of this time of year to try to steal your money or private information by pretending to be IRS agents or state tax department representatives. It's important not to fall for these tricks! Watch this video on how to prevent tax scams. https://youtu.be/tansMVhiwJ4 YOUTUBE.COM Tax Scams
At C&F Bank, we know that as a business owner, time is one of your most important assets. Manage your business finances when it makes the most sense for you with Business Online Banking. Our secure online banking puts control and convenience at your command anytime and anywhere. Learn more: http://ow.ly/RXM650DsMd9
We are proud to announce the promotion of Tim Jones, Relationship Manager to Vice President at C&F Bank. #CFBank
As part of the February #CFGivesBack First Friday Focus initiative C&F employees wore their favorite jersey in exchange for a donation to the C&F Healthy Harvest Food Bank community food drive! #gameday #community #givingback If you want to help those in need, donate to our community food drive by bringing items to any C&F Bank branch location.
As part of our February #CFGivesBack First Friday Focus initiative C&F employees are donating to the C&F Healthy Harvest Food Bank community food drive! If you want to help those in need, donate to our community food drive by bring any listed items to any C&F Bank branch location. C&F is proud to partner with Healthy Harvest Food Bank and help them in their mission to advocate for Northern Neck pantries by providing low-cost nutritious food, storage, transportation and distribution. #CFGivesBack #FocusedOnYou C&F Mortgage Corporation #cffinancecompany #cfwealthmanagement

Information

Company name
C&F Wealth Management Office
Category
Financial and Investment Services
Est
1927

FAQs

  • What is the phone number for C&F Wealth Management Office in Williamsburg VA?
    You can reach them at: 757-903-4028. It’s best to call C&F Wealth Management Office during business hours.
  • What is the address for C&F Wealth Management Office on monticello ave in Williamsburg?
    C&F Wealth Management Office is located at this address: 5208 Monticello Ave. Williamsburg, VA 23188.
  • What are C&F Wealth Management Office(Williamsburg, VA) store hours?
    C&F Wealth Management Office store hours are as follows: Mon: Closed, Tue-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.