Big city expertise. Small town care.
At BSV Financial Services you’re never a number. You’re our neighbor. Someone who deserves a level of personal attention that big brokerage firms just can’t afford to give you. Of course, we offer access to the same investment and brokerage services as large brokerage firms do. But with a personal touch that always puts your questions and best interests first. So come in to see us and sample this individualized attention yourself, no matter what your investment needs may be.
Wall Street investing – right here at home.
The investment professionals at BSV Financial Services bring a wealth of experience and a commitment to personal service to help you make investment choices that are right for you. Whether you’re concerned about retirement, transferring wealth, investing strategies, business needs, charitable contributions or saving for your child’s education, we can help you develop a financial planning strategy.
Services Available to you:
- Tax Deferred Investing
- IRA Rollovers
- College Fund Planning
- Retirement Planning
- Asset Allocation Strategies
- Systematic Investing
With a free, no-obligation consultation, you will be able to review your financial goals and implement a strategy to help you achieve them. You will receive relevant information, including straightforward answers, so you can make the decisions that will shape your financial future.
For additional information or to schedule an appointment, contact our Infinex Financial Advisor Aaron Johnson at (804) 520-5612.
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Your investments and financial and estate planning are too important to entrust to anyone but the experts. The Bank of Southside Virginia offers trust services through its association with The Trust Company of Virginia, one of the first independent trust companies in the state. Staffed with experts who have worked in banking, trust management and the investment field for many years, the Trust Company of Virginia offers a wide array of investment, consultative and fiduciary services to fit your individual needs. Call The Trust Company of Virginia representative today at (804) 520-0297 to discuss any of the following:
- Consultative Services
- Fiduciary Services
Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by The Bank of Southside Virginia; and are subject to investment risks, including possible loss of the principal amount invested.
The Trust Company of Virginia is an independent trust company providing asset management and fiduciary services such as trust & estate administration and estate planning