We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgable about how their investments are performing. As client needs change, we are there to reassess their financial goals.
In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust.
Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received.
Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.
|Firm Start Year:||2005|
|States Licensed in:||VA, NC, DC, OH, NY, NV, WA|
|Number of Years with Current Firm:||4|
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses|
|Investment Types:||Alternative Investments , Exchange Traded Funds (ETFs) , FOREX & Currency , Bonds , Options & Futures , Insurance , Annuities , Stocks , Mutual Funds , Commodities , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your office , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health , Disability , Variable Annuity , Variable Life , Long Term Care , Life|
|Assets Managed by Firm:||$120,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||+/-$100,000|
|Compensation Methods:||Commissions , Based on Assets , Flat Fee|