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Selecting the right investment firm is an important step toward securing your long-term financial future. Whether you’re focused on building a diversified portfolio, planning for retirement, or pursuing new growth opportunities, working with a trusted investment firm can offer the guidance and confidence needed to navigate the complexities of today’s markets.
For individuals and businesses in Virginia Beach seeking professional investment expertise, the firms highlighted below are recognized for their personalized strategies, commitment to fiduciary principles, and strong knowledge of the local financial landscape.
Jenieza Alston MBA- LPL Financial Advisor
Alston Wealth Group is a Chesapeake, Virginia-based financial advisory firm led by Jenieza Alston, MBA, a seasoned Wealth Advisor affiliated with LPL Financial. With over 20 years of residency in Virginia Beach, Jenieza is dedicated to empowering clients through personalized financial strategies and education.
Address: 780 Lynnhaven Pkwy #400, Virginia Beach, VA 23452
Phone: 17579941529
Email: [email protected]
Website: http://www.alstonwealthgroup.com/
Clarke Financial Management
Clarke Financial Management (CFM) is a Virginia Beach-based financial services firm dedicated to helping individuals, families, and businesses achieve financial independence through personalized, comprehensive planning. Founded in 2012, CFM emphasizes trust, transparency, and accountability in every client relationship.
Address: 468 Viking Dr Ste 102, Virginia Beach, VA 23452
Phone: 17579654009
Email: [email protected]
Website: https://www.cfmva.com/
Virginia Wealth Management Group Inc.
Virginia Wealth Management Group is a boutique, family-owned Registered Investment Adviser based in Virginia Beach, Virginia. Founded in 2006 by Stephen R. Saal and now co-led with his son, Scott R. Saal, CFP®, the firm offers personalized, fiduciary financial services tailored to each client’s unique goals and circumstances.
Address: 4460 Corporation Ln #180, Virginia Beach, VA 23462
Phone: 17579631823
Email: [email protected]
Website: http://www.vwmg.net/
Sandpiper Capital
Sandpiper Capital is a fee-only Registered Investment Adviser based in Norfolk, Virginia, committed to delivering personalized, risk-conscious investment solutions that align with clients’ values and long-term financial goals. Founded in 1994, the firm manages approximately $36 million in assets across 73 discretionary accounts, serving individuals, nonprofits, and institutions.
Address: 1613 Laskin Rd, Virginia Beach, VA 23451
Phone: 17579624596
Email: [email protected]
Website: https://sandpiper-capital.com/
Fox Three Partners
Fox Three Partners is a Virginia Beach-based private investment firm specializing in partnering with established, profitable companies to drive growth and operational excellence. Founded in 2014, the firm adopts a veteran-led, mission-driven approach, reflecting its commitment to discipline, integrity, and long-term success.
Address: 1613 Laskin Rd, Virginia Beach, VA 23451
Phone: 17576198875
Email: [email protected]
Website: http://www.fox3partners.com/
Summit Group of Virginia an Alera Group Company
Summit Group of Virginia is an independent financial consulting firm based in Virginia Beach, Virginia, dedicated to providing personalized financial solutions to individuals and organizations nationwide. Founded in 1996, the firm manages over $2.5 billion in assets under advisement as of December 31, 2022.
In 2022, Summit Group joined Alera Group, a national financial services firm, enhancing its capabilities in employee benefits, property and casualty insurance, retirement plan services, and wealth solutions.
Address: 192 Ballard Ct #400, Virginia Beach, VA 23462
Phone: 17574998300
Email: [email protected]
Website: http://www.summitgroupva.com/
First Command Financial Planning
First Command Financial Services is a financial planning firm headquartered in Fort Worth, Texas, dedicated to serving U.S. military families, veterans, and federal employees. Established in 1958, the firm has a long-standing commitment to helping clients pursue financial security through personalized coaching and comprehensive financial solutions.
Address: 1 Columbus Ctr #930, Virginia Beach, VA 23462
Phone: 17574998772
Email: [email protected]
Website: http://www.firstcommand.com/
WealthTrak Advisors L.LC.
WealthTrak Advisors is a Virginia Beach-based financial advisory firm dedicated to helping individuals and families achieve financial confidence and independence. Founded in 1991 as First Financial Planners, the firm rebranded to WealthTrak Advisors and has since built a reputation for personalized, client-focused financial planning.
Address: 4536 Bonney Rd, Virginia Beach, VA 23462
Phone: 17575231250
Email: [email protected]
Website: http://www.wealthtrakadvisors.com
Legacy Planning Alliance Inc.
Legacy Planning Alliance, Inc. is a Virginia Beach-based financial services firm specializing in asset protection, retirement income strategies, and comprehensive wealth management. Founded in 1985 and incorporated in 1996, the firm is led by President Joseph Maggiore and is committed to delivering personalized financial solutions with a focus on integrity and individualized client care.
Address: 911 First Colonial Rd Suite 100, Virginia Beach, VA 23454
Phone: 17575499681
Email: [email protected]
Website: https://www.legacyplan.net/about
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