FITZWILLIAMS FINANCIAL
860 Greenbrier Circle, Suite 305, Chesapeake, VA 23320 Directions
Since 2008
Here’s The Deal:
"Fitzwilliams Financial is one of the financial firms in Chesapeake and is located at Greenbrier Towers's Tenant® Portal. Timothy Fitzwilliams is the founder and CEO of the company. Timothy has more than a decade of experience in the financial services industry. Their team of professionals can assist you to create a well-thought-out strategy, using a variety of investments and insurance services. They offer trust, probate, and charitable giving. They provide to help others create financial confidence through strategic asset protection.
SPECIALITY:
Retirement Income Strategies, IRA/401(K) Rollovers, Asset Protection, Wealth Management, Annuities, Investments, Long-Term Care, Life Insurance, Estate, Tax-Efficient & IRA Legacy Planning
License #127870
TBR® Inspection Report:
PAUL C TILLER, CFP
2605 Moses Grandy Trail, Suite 101 D, Chesapeake, VA 23323 Directions
Since 2012
Here’s The Deal:
"Paul C Tiller, CFP, is your local financial advisor in Edward Jones. The firm is situated in Chesapeake. They are focused on college saving planning. They have provided their customers the very best advice and counsel they can to assist them successfully plan and prepare for their financial futures of clients. They consider a thoughtful spending approach to help your money last.
SPECIALITY:
EDWARD JONES - Insurance, Retirement Income and Savings Strategies, Education and Intergenerational Planning, Social Security, Investment Management, Annuities, Entrepreneurs & Business Owners
TBR® Inspection Report:
NEXUS FINANCIAL, LLC.
1545 Crossways Boulevard, Suite 250, Chesapeake, VA 23320 Directions
Since 2013
Here’s The Deal:
"Nexus Financial, LLC. is an independent and Chesapeake-based financial advisory firm. They are expertise in strategic wealth planning. The firm approaches to creating long-term financial success is based on the foundation of a solid client-advisor relationship, forward-thinking plan. They are clearly defining the costs for portfolio management, transactions, and advisory services. They provide financial peace of mind through creative planning and personal relationships built on trust and integrity. Whether your goals involve purchasing a new home, financing a child's education or planning for retirement, they want to help you make the best decisions with your money.
SPECIALITY:
Social Security and Pension Maximization, Health Plans, Special Needs, Estate, 529 and Retirement Planning, Brokerage Accounts, Medicare, Risk and Portfolio Management, Withdrawal Strategies, Investment Analysis, Pension Optimization, Buy/Sell Agreements, Consulting, Disability, Life & Long Term Care Insurance