Investment brokerages in Virginia Beach, VA

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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 Virginia Beach, VA area, James Christian Reese 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.

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.

Steve services a wide variety of loan types including commercial operating lines of credit, owner occupied buildings, investment properties, multi-use commercial centers and SBA joint venture loans. He is a graduate of University of Virginia with a BA Economics with Distinction. He has more than 2 decades of banking industry experience and joined TowneBank in 2007. Steve currently serves as Executive and Treasurer of Virginia Beach Central Business District Association. Exquisite service is my daily commitment.

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Virginia Asset Group is an award-winning, full-service regional firm that provides a wide range of investment services to retirees, pre-retirees, and business owners. When you select us, you’ll receive personalized attention and customized planning. As members of your community, we make it a priority to understand your aspirations and dreams. We invite you to get to know us, so we may show you what it means to become a part of the Virginia Asset Group family. Securities by Osaic Institutions, Inc.