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        General Info
        We believe a values-based, comprehensive approach to your wealth is accomplished by addressing these five areas: Income, Taxes, Healthcare, Investments and Estate Planning. We take the time to learn about your individual situation, discussing your specific concerns and goals. To us, creating a strategy and plan customized for you and your family is just the beginning. Our Roanoke area team will continue to actively manage the peaks and valleys that can develop over time so you can enjoy your hard-earned retirement. Well guide you through ways to help maintain and preserve your wealth, and work with you to protect your legacy.
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        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Retirement Planning, Insurance Planning, Tax Planning, Asset & Portfolio Management, Investment Banking, Foreign Exchange, Holding Companies, Roth IRA, Insurance Premiums, Commodity Trading Consultants & Advisors, Employee Benefit Plans, Estate Management, Investment Research, Accounting Services, Estate Planning, Income Tax, Credit Reports, High Risk Insurance, Financial Needs Analysis, Chartered Life Underwriters, Elder Care Planning, Estate Taxes, Financial Management, Competitive Analysis, Inheritance Planning, Trust Management, Investment Planning, Fee-Based Financial Planning, Equity Investments, Trading Strategies, Tax Advisors, Financial Education Workshops, IRA Rollovers, Financial Assistants, Charitable Giving, Financial Advisors, Financial Consultants, Charitable Trusts, Family Financial Planning, Stock Investments, Financial Planning, Asset Management, Market Analysis, Investment Advisors, Debt Management, Mutual Fund Management, Investment Advisory Service, Options, Keogh Accounts, Annuities, Government Bonds, Supplemental Insurance, Investments, Term Deposits, Money Market Funds, Securities, Stock Loans, Stocks & Bonds, Mutual Funds, Bonds, Money Market Accounts, Short-Term Policies, Derivatives, Credit Lines, Index Funds, Foreign Bonds, Load Funds, SEP Individual Retirement Accounts, Precious Metals, Individual Retirement Accounts, Compliance Software, Commodities & Futures.
        Payment method
        visa, cash, mastercard, amex, discover
        Location
        located in Roanoke, Virginia near Roanoke-Blacksburg Regional Airport
        Neighborhoods
        Roanoke Regional-Woodrum Field, Williamson Road Area
        Accreditation

        Certified Estate Planner

        Certified Senior Advisor

        Certified Financial Planners

        Registered Financial Consultant (RFC), Registered Investment Adviser Representative, Series 63, Series 65

        Better Business Bureau

        Other Link

        http://www.ayersfinancial.com

        Social Links
        Categories
        Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Investment Management, Stock & Bond Transfer Agents

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        Details

        Phone: (540) 632-4239

        Address: 5185 Peters Creek Rd NW, Roanoke, VA 24019

        Website: http://www.ayersfinancial.com