As independent financial advisors, our mission is to provide unbiased advice and unsurpassed service in the areas of investments, risk management, retirement planning, 401k rollovers, IRA rollovers, ROTH IRAs, individual brokerage accounts and estate planning. Founded in 1997, IFA Wealth has grown to include 16 advisors with more than 275 years combined financial services experience.
With offices located in Roanoke, Blacksburg, Bluefield, and Radford our investment advisors are licensed in 29 states. If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics. Did you know there still may be reasons to hold money market mutual funds despite low yields?
With offices located in Roanoke, Blacksburg, Bluefield, and Radford our investment advisors are licensed in 29 states. If you've wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics. Did you know there still may be reasons to hold money market mutual funds despite low yields?
Services
Our services are designed to help individual and institutional clients develop successful financial strategies. Additionally, we provide public service education programs. It was not all that long ago that many investors could handle their own financial matters.
But the increase in life expectancy, rising college costs, plus the general increase in personal wealth, have given rise to financial challenges and opportunities that did not exist just a few years ago.Often individuals need professional help in navigating the challenges and opportunities to determine the strategies that will achieve their financial goals.
But the increase in life expectancy, rising college costs, plus the general increase in personal wealth, have given rise to financial challenges and opportunities that did not exist just a few years ago.Often individuals need professional help in navigating the challenges and opportunities to determine the strategies that will achieve their financial goals.
IFA Wealth is a group of independent investment and financial planning professionals and support staff providing a broad range of financial services to both individual and corporate clients. Founded in 1997 by four experienced financial advisors, the group has grown to include 16 advisors with more than 275 years combined financial services experience.
Built from the ground-up by successful advisors and back office experts that understand advisors, Geneos seeks to foster a culture of caring, professionalism, and progressive problem-solving backed by a proven track record of success-an environment where you can truly thrive. For a successful partnership to happen, both parties need to be truly invested and committed, with each making efforts to secure the other's best interests.
IFA Educational Services was established in order to provide the necessary information for people to make important financial decisions on a variety of topics including Retirement Planning, Tax Strategies, College Funding, Investment Planning and Long-Term Care.
We offer in-house seminars open to the public and we partner with community colleges, adult education programs and various community organizations in order to reach a large audience with the most current financial topics.Workers often make bad decisions or no decisions at all, concerning financial milestones such as retirement, college funding and long-term care needs.
We offer in-house seminars open to the public and we partner with community colleges, adult education programs and various community organizations in order to reach a large audience with the most current financial topics.Workers often make bad decisions or no decisions at all, concerning financial milestones such as retirement, college funding and long-term care needs.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred. For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor. Would you like your annuity to generate a fixed income, or are you comfortable with variable returns?
