Financial Planning

We work with our clients to understand their goals and dreams.  With that understanding, we develop a financial plan that addresses their objectives and their risk tolerances.

 We also periodically review existing portfolios and make recommendations as to any changes we believe are appropriate. 

 

Tel.757-460-2889  Fax 757-363-2863   Email: bwilliams@investorssecurity.net
4648 Miles Standish Road, Virginia Beach, VA 23455
Copyright © 2010 Tidewater Financial Group. Site developed and maintained by Computer Design Graphics of Chesapeake, Virginia .

This is neither an offer nor solicitation to buy or sell securities of any type. 
I am registered in the following states: 
California, Kansas, Maryland, North Carolina, Virginia, and Washington.
Securities and Investment Advisory Services offered through:
Investors Security Company, Inc. Member FINRA  and SIPC
Washington Street Center,127 E. Washington Street, Suite 101
Suffolk, Virginia 23434-4571, 757-539-2396.