Investment Options

Whether you are looking for short-term investment solutions or comprehensive financial strategies for the long-term, our investment counselors can provide you with the resources to achieve your personal and family financial goals.

The investment and insurance professionals bring a wealth of knowledge and experience in areas to include but not limited to: financial planning, investment planning, insurance and estate planning. They are committed to helping you make the financial decisions that are right for you.

Services and products that are available to you:

• Retirement Planning
• IRA Rollover
• Portfolio Analysis
• Life Insurance Review
• Brokerage Accounts
• Annuities
• Stocks
• Mutual Funds
• Municipal & Corporate Bonds
• Qualified Investor Programs
• Long Term Care

As time passes, your financial goals and priorities change, too. Call us today at (804) 732-2350 for a free, no obligation financial review to ensure that you and your family can enjoy the financial freedom and piece of mind that you deserve.

Securities are offered by, and Investments Consultants are registered with Community Bankers Securities, LLC, Member NASD/SIPC. Community Bankers Securities is not a bank or trust company and is independent of any financial institution.

Securities (1) are not deposits of this institution; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risk, including the potential for fluctuations in investment return and the potential loss of principal.