Personalized Planning. Local Guidance. Real Results.
You'll get access to the same investment and brokerage services offered by national firms - with the added benefit of local guidance, personal attention, and a relationship that always puts your best interests first.
Why Work with BSV Financial Services?
Local advisor who know you by name, not just your portfolio
A personalized approach tailored to your goals and comfort level
Straightforward answers - no jargon, no confusing sales pitches
A partner who's invested in the success of our neighbors and community
Meet Amy Grieves.
With more than 20 years of experience in financial planning, Amy Grieves brings both expertise and heart to every client relationship. Known for her ability to simplify complex concepts, Amy takes pride in making financial planning approachable. She listens closely, designs tailored strategies, and helps clients feel confident in the decisions that shape their futures. Beyond her professional work, Amy is a dedicated volunteer with Veterans & Athletes United, reflecting her passion for serving others both in and out of the office.
Credentials & Licenses:
- Certified Financial Planner® (CFP®)
- Chartered Financial Consultant (ChFC®)
- FINRA Series 7, 6, 63 & 65
- Licensed Life & Health Insurance Agent (VA, NC, FL, IL & ME)
Comprehensive Financial Planning
Our team provides full-service financial planning, including:
Tax-Deferred Investing
Grow your money while postponing taxes
IRA Rollovers
Transition retirement funds smoothly and securely
College Fund Planning
Save for your child’s future education with confidence
Retirement Planning
Build a strategy for the life you want after work
Asset Allocation Strategies
Balance risk and return for long-term growth
Systematic Investing
Invest steadily and strategically over time
Start Planning Your Future Today
Contact BSV for a free, no-obligation consultation. We'll review your goals, answer your questions, and create a plan to help you build the future you envision.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. BSV Financial Services is a trade name of BSV. Osaic Institutions and BSV are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.