David B. Glass, Jr.

Insurance & Investment Consultant
Colonial Heights Branch
764 East Ellerslie Avenue
Colonial Heights, VA 23834
Tel  (804) 520-5612
Fax (804) 520-7935

 
 
 

FINANCIAL INVESTMENT SERVICES

Big city expertise. Small town care.
When you know and trust the people at your local bank, it makes sense to invest there. Because 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 the same investment and brokerage services that the larger 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 brings 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, they 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 Insurance and Investment Consultant. David Glass is located in our Colonial Heights Branch and can be reached at (804) 520-5612.

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Securities offered through BI Investments, LLC, member FINRA and SIPC. BI Investments is associated with The Bank of Southside Virginia. BSV Financial Services is a trade name of The Bank of Southside Virginia.

 

TRUST SERVICES

 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