At Applegate Monetary Group LLC, we make money matters feel manageable. Whether you’re a small business owner, a homeowner recovering from storm damage, a retiree planning your next chapter, or someone who simply needs a reliable notary — our team brings clear, practical expertise and down-to-earth service to every engagement.
We specialize in:
Tax preparation & planning — smart, audit-aware returns and proactive strategies to minimize tax liability year after year.
Bookkeeping — accurate, timely records that give you confidence and clarity so you can focus on growing your business.
Virginia Public Adjusting — experienced advocacy to help homeowners and businesses maximize insurance claim recoveries after loss.
Virginia Notary Public services — quick, professional notarizations with attention to detail and compliance.
Retirement planning — personalized roadmaps to help protect your nest egg and enjoy the retirement you’ve earned.
