Making sense of your finances and devising a viable wealth management or financial plan now requires more time and effort in today's changing environment. You are likely to have many different - perhaps conflicting - financial goals. Deciding how to meet those goals requires careful planning, involving several important steps: evaluating where you are today; deciding where you want to be at some future date; devising a plan to achieve that goal and putting the plan into effect; and reviewing the plan regularly to see that it continues to meet your needs.

Wealth planning is essential to long-term financial success and helps to ensure a secure future. We provide a variety of products and services: individual retirement plans, insurance services, estate planning, saving for your children's education, planning for special needs and unforeseen circumstances, and even customized plans and services to help assess your financial needs. Whatever your situation, our financial planning services can help.

In implementing our wealth management program, your portfolio will ultimately be constructed primarily using a mix of Individual Stocks, Bonds, REIT’S. We are strictly independent in our evaluation of the proper securities for your account, with no bias toward proprietary products. Your portfolio will be entirely customized to meet your specific needs, goals, and objectives.

Account Benefits

Online Access

As a vFinance Investments client, you will have access to investment opportunities that match your preferences and interests via your own personal and confidential Financial Web Page. Thanks to our advanced technology, you can view all your vital account information and current market data on your Personal Financial Web Page. This advanced “cockpit” is a secure online page filled with and powerful new controls that will assist you in making informed investment decisions.

Free Dividend Reinvestment