We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Our investment service can help you execute a sound financial program utilizing the following products and services: Financial advising, planning, consulting, supplements, and insurance.
We have been providing individuals and businesses with financial planning in Norfolk for several years. Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our expertise to help you pursue your financial goals.
"As retirement rolled in, we had many questions about finances and turned to Mr. J. Elvin Dashiell for his valuable services. More than half the need is trusting in an individual that will make recommendations as if the customer's assets were his assets. We found this trust quickly with J. Elvin. Another key service for us was the continued contact and recommendations. After four years, he hasn't walked away."
-George & Elaine Spence