3 Best Financial Services in Virginia Beach, VA

“Jarver Financial is one of the leading Financial planners in Virginia Beach. Paulmichael Youngmills is the firm's Executive Director of Business Development. He completed his B.S. in Computer Science and a B.A. in Business. Their experienced team takes a personal approach, educating clients to make informed decisions and understand their finances. When you meet with them, they'll answer every question and, in return, ask you to be open about every concern. They want to solve any issues together. Every individual walks their financial path. Their situations, goals, and circumstances are unique to each of them. Next, they go to work creating a detailed financial strategy that is customized exactly for your financial goals. Finally, if you are happy with their service thus far and would like to implement your financial plan, they will welcome you into their family. Whether preparing for the birth of your first child or planning for your retirement, they can provide you with a well-defined path to success. Their trusted and knowledgeable financial experts take a holistic view of your financial situation. Feel free to contact them to schedule an appointment and take a step towards a brighter financial future.”

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“David Calliott is one of the leading financial consultants at Davenport & Company. His team, Calliott, Demeter & Harrell Investment Advisors, provides custom-tailored investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions across the United States. The team of six has more than 110 years of combined investment experience, allowing them to help clients develop a plan to create, manage, preserve, and distribute wealth tax-efficiently. They are registered with the Financial Industry Regulatory Authority to offer securities services to clients. They work closely with their clients to develop and maintain an investment strategy to help them achieve their financial goals. Effective investment management is an ongoing process that allows a team of professionals to tailor a plan to adapt to market fluctuations and changing life circumstances. They view your plan as a living document that must be adjusted as your life evolves.”

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“Zack Nelson is a top-notch financial planner in First Command. He joined First Command Financial Services as a Financial Advisor in January 2020. He completed his graduation from the University of Charleston with a Bachelor’s degree in Organizational Leadership, and he holds Series 7 and 66 securities licenses and life and health insurance licenses in Virginia, North Carolina, and Washington. He aims to help simplify those decisions to educate and connect clients with the resources they need to pursue their goals. Most importantly, he seeks to do all that with care, respect, and empathy. The first command team embraces time-tested financial principles and a client-first philosophy. The First Command team supports you in handling your everyday money matters, building assets for your future, and shielding you from financial risks. This helps you chase your dreams at every stage of your life, on your own terms.”

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