Whether you are 5 years from retiring or 45 years away, the most important thing you can do is start preparing today.
Every business has a mission statement, ours is to help you get your financial house in order.
We help individuals and families at every stage of life plan for a financially secure future. We offer assistance with wealth management, retirement planning, college savings, corporate retirement plans, and much more. Take a moment to browse our website to learn more, or reach out to us today using the form to the right. You can also call us at (757) 941-2600.
We are pleased to announce the addition of John Jones, Wealth Advisor & CFP to our practice!
John has over 21 years of experience in the financial services industry, with 19 years of experience in wealth management for high net worth individuals. John is available by appointment to discuss how he may be of service to you. Call or email John today!
A Wealth of Knowledge
Williamsburg Financial Group was founded in 2007 by Lyle K. Schiavone, President, with more than 33 years of exceptional experience at some of the nation’s leading financial institutions, including Wheat First Securities, and Morgan Stanley. All the advisors at the WFG provide integrity, stability and quality alongside innovative investment solutions and steadfast dedication to our clients.Learn About Our Firm
Our Expertise, Your Future
- Retirement Planning
- College Planning
- Wealth Management
- Tactical Asset Allocation
- Insurance Review
- Client Portfolio Management
- Corporate Services
- Alternate Investments
- Long Term Care Insurance
LPL Chief Investment Strategist, John Lynch, with a brief market update.