Ayers Financial Services
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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners
5185 Peters Creek Rd NW, Roanoke, VA 24019
540-632-4239
CLOSED NOW:
Today: 9:00 am - 5:00 pm
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- General Info
- A BREATH OF FRESH AIR is not your typical financial planning firm. No monthly sales goals, no corporate quotas to fill. We understand proper wealth management goes beyond the trends of the latest investment; it requires detailed accounting and analysis of a person's goals, expectations, assets and proper portfolio diversification. We are built on the foundation of trust, respect, competence and customer service. OUR APPROACHWe provide the guidance our clients need to help them make the best decisions for their financial situation and future. Ayers Financial Services has been managing assets for clients throughout Southwest County for over a decade. Patrick Ayers conducts meetings and informational seminars to empower the public with the knowledge of the options and forces that exist in the marketplace today.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Social Links
- Categories
- Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Investment Management, Stock & Bond Transfer Agents
- Services/Products
- Estate PlanningMarket AnalysisChartered Life UnderwritersForeign ExchangeElder Care PlanningCommodity Trading Consultants & AdvisorsEmployee Benefit PlansInsurance PremiumsEquity InvestmentsTrust ManagementFinancial ManagementCompetitive AnalysisFee-Based Financial PlanningInvestment PlanningFinancial PlanningRoth IRAAsset & Portfolio ManagementInvestment Advisory ServiceInvestment BankingIRA RolloversTrading StrategiesTax AdvisorsMutual Fund ManagementEstate TaxesCharitable GivingInvestment AdvisorsFinancial AssistantsRetirement PlanningTax PlanningFinancial ConsultantsIncome TaxAccounting ServicesStock InvestmentsEstate ManagementInsurance PlanningFinancial Advisors
- Financial Needs AnalysisCredit ReportsInvestment ResearchFinancial Education WorkshopsInheritance PlanningHigh Risk InsuranceHolding CompaniesFamily Financial PlanningAsset ManagementCharitable TrustsDebt ManagementSecuritiesShort-Term PoliciesInvestmentsMoney Market AccountsBondsMutual FundsTerm DepositsForeign BondsCommodities & FuturesIndividual Retirement AccountsCompliance SoftwareOptionsSEP Individual Retirement AccountsPrecious MetalsKeogh AccountsStock LoansDerivativesAnnuitiesGovernment BondsCredit LinesMoney Market FundsLoad FundsIndex FundsSupplemental InsuranceStocks & Bonds
- Payment Options
- Logo
- Location
- Near Lake City 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
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