Nansemond River Financial Services - Financial Planning, Investment & Insurance Planning
Services & Products
 
For Families and Individuals
 
  • Investments
  • Investment Advice
  • Stocks & Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Retirement Plans
  • Pension Maximazation Plans
  • Retirement Distribution Planning
  • Executive Benefits
  • College Planning
  • Estate Planning
  • Cash Flow Analysis
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Health Insurance
 
For Institutions and Businesses
 
  • Business Succession Strategies & Wealth Transfer
 
  • Risk Management
 
- Buy-Sell Agreements:  Design and Funding
- Key Person Life and Disability Insurance
- Long-Term Disability
- Long-Term Care
- Business Overhead Expense
- Disability Buy-out
 
  • Investment Management
 
- Investment Advisory Services and Portfolio Management
- Comprehensive Financial Planning
- Investment Strategies
 
  • Employee Benefits
 
- Qualified and Non-Qualified Retirement Plans
- 401(k) Profit Sharing Plans
- Deferred Compensation and Salary Deferral Plans
- SIMPLE and SEP IRA Plans
- Financial Planning Services for Employees
- Group Health Insurance; Dental and Vision
- Group Life Insurance - Voluntary and Employer Paid
- Group Short-Term and Long-Term Disability Insurance
 
Phone:
Office  (757) 539-9465
Mobile (757) 635-2868
 
Registered Representatives offer securities through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Nansemond River Financial Services and the Securities America companies are separate entities. 1919 Commerce Drive, Suite 420, Hampton, VA 23666, (757) 809-4708. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Insurance business and consulting is done through Nansemond River Financial Services. Securities America and its representatives do not provide tax or legal advice.