Financial services in Fredericksburg, VA

The advisor listed is an Ameriprise financial advisor in Fredericksburg. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement - on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies - all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

As "America's Most Historic City," Fredericksburg has an abundance of beautiful housing options to offer first-time homebuyers and those looking to acquire additional property. Our team of home loan experts at Assurance Financial are equipped with the tools to help our clients find the most suitable loan options. Whether you're looking to refinance your mortgage or searching for the best first-time loan for your new home, we're ready to help you.