Besnier Financial Group

Legacy Financial Group - Raymond James in Williamsburg, VA is a dedicated financial advisory firm that prioritizes understanding their clients above all else. With a personalized approach, they work closely with individuals, families, business owners, and retirees to create tailored financial plans that address every aspect of their financial lives. The team at Legacy Financial Group offers comprehensive planning services, including business planning, education planning, estate planning, retirement planning, and sustainable investing. Their structured process, analytical insights, and personalized guidance ensure that clients receive sound financial guidance for every stage of life and for every generation of their family.Generated from the website

James Bales Financial LLC is a financial services firm located in Newport News, VA, dedicated to providing tailored financial solutions to meet the unique needs of its clients. The company emphasizes security and trust, ensuring that all client information is handled with the utmost care and confidentiality. With a focus on personalized financial planning and investment strategies, James Bales Financial LLC aims to empower clients to achieve their financial goals. Their expert team is committed to guiding individuals and businesses through the complexities of financial management. Generated from the website

Bionic Capital Wealth Management in Wakefield, VA offers automated investing and personalized advice with ultra-low annual fees ranging from 0.33 to 0.57. As a fiduciary, they prioritize client interests and provide investment strategies from top asset managers like J.P. Morgan and BlackRock. Their services include Treasury and CD portfolios, actively managed ETFs, and Bionic Portfolios tailored to individual needs and risk tolerances. With over 25 years of experience, owner-manager Dean Erickson, CFA, and his team of experts aim to help clients grow and protect their wealth to achieve financial goals with confidence.Generated from the website