Money Management

Address:
P. O. Box 689 Quinton, VA
23141
Business Genre:
Short Business Description: Accounting Software Consultant
Long Business Description:

Providing local help to central Virginia (Richmond, Williamsburg, New Kent County and the middle peninsula) while offering consultation and training by email & telephone plus remote access consultations, training, and support.

Business Website Address: http://burdetteresources.com
Business Phone Number: 804-932-9416

Mainsail Wealth Advisors LLC
Address:
6965 Fox Hunt Lane
Gloucester, VA
23061
Short Business Description: IN ALL CONDITIONS, MAINSAIL IS SET TO KEEP YOU ON COURSE.
Long Business Description:

How long have you paid serious attention to conditions that affect your savings and investments? For many people real focus comes with a major life change – a big raise, a windfall, increasing family responsibilities or retirement looming on the horizon. Some sensible worrying sets in along the way, and the need for skilled hands at the helm becomes apparent.

Wherever you are in your life journey, you’ll want to know more about Mainsail Wealth Advisors. A small firm with a boatload of experience, we give rudderless investment portfolios a new sense of direction, launch new investors on courses that will serve them for a lifetime and do our utmost to shorten the distance to our customers’ hopes and dreams.

Business Phone Number:  804-693-5500 Cell 804-693-2925

Address:
100 Eastshore Drive, Suite 300
Glen Allen, VA
23059
Business Genre: ,
Short Business Description: Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Professionals promise to offer you a new level of attention, insight and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Long Business Description:

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy. Our four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

Analyze. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We then analyze your insurance portfolio to identify any gaps that may exist in your policies.
Recommend. We provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
Implement. If you’re satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.
Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.

Business Website Address: https://greaterrichmond.massmutual.com/
Business Phone Number: (804) 346-1011
Business Fax: (804) 747-8547

SEM Wealth Management
Address:
11815 Aspengraf Ln Suite B
New Kent, VA
23124
Short Business Description: HELPING ADVISORS & CLIENTS OVERCOME THEIR PERSONAL BEHAVIORAL BIASES
Long Business Description:

SEM is celebrating our 25th anniversary this year. As we prepared to celebrate this milestone and plan for the next 25 years we looked to address anything that might be an obstacle to our future growth. As we surveyed our advisor base we realized we were not always clear in who SEM really was. There are thousands of different investment managers out there with many different styles that makes it easy to be lost in the shuffle. We want our name to make it clear what SEM is all about — Scientifically Engineered Models

Business Phone Number: 520 750-7306