For over twenty years, Summit Financial Partners has been helping individuals and families in the Greater Richmond area reach their financial goals and enjoy the comfortable retirement lifestyle their clients have dreamed of. - We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present. - We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are. - We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals. - We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences. - We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
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Do you ever feel like there’s never enough time to tackle those important financial task that you keep putting off? Well, at ELA Financial Services, we’re here to help you with those tasks. We take a holistic approach to empower our clients with the necessary resources to navigate through life’s uncertainties and challenges. Our goal is to help you accumulate wealth for yourself and future generations, and leave a legacy that you can be proud of.
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Richmond, VA area, Kevin Wood will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
