Financial consulting in Norfolk, VA

Lighting the path to financial security

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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 Chesapeake, VA area, Jake Lovelace 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.

Coastal Virginia Wealth Group is a financial services firm providing comprehensive wealth management solutions for individuals and businesses. Led by Senior Wealth Consultant and Certified Financial Planner™ professional Dan Neice, MBA, CFP®, the firm specializes in investment management and holistic financial planning, particularly for those nearing retirement. Our mission emphasizes professionalism, high standards, and integrity in helping clients plan and achieve their financial goals. Coastal Virginia Wealth Group offers a wide array of services, including financial wellness programs, employee benefits, and retirement plans. We utilize a diverse selection of investment vehicles, such as stocks, bonds, mutual funds, ETFs, and more.

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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.