Contact Information
Main
(540) 444-2930
Who We Are
Comprehensive fee-only financial planning means providing a varied array of complex services; services that match your needs and goals over all the days and years of your life and the lives of those you love. Services can include investment planning, education planning, cash flow planning, tax planning and preparation, insurance planning, retirement planning and estate planning.
Registered Investment Advisor; Life and Health and Property and Casualty Insurance Consultant.
Who We Serve
Languages Spoken
English
Service Area(s)
Bedford County
,
Botetourt County
,
Craig County
,
Floyd County
,
Franklin County
,
Giles County
,
Montgomery County
,
Pulaski County
,
Radford City
,
Roanoke City
,
Roanoke County
,
Salem City
Cost & Payment Methods
Payment Method(s)
Private Pay
Age Requirements
0-5
,
6-12
,
13-21
,
22-55
,
56-60
,
60+
Family
No
Self Refer
Yes
Intake Contact Email
james@partnersinfinancialplanning.com