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Home > Financial Planner Directory > Virginia > Forest > Jeffrey M. Staley, CFP®

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Jeffrey M. Staley, CFP®

Ameriprise Financial Services, Inc.

16583 Forest Road
Forest, VA 24551
Phone: (434) 534-8875

Toll-free: (888) 525-0724

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Annuities
Estate Planning
Employee Benefits
Limited Partnerships
Mutual Funds
Real Estate
Job Loss
Insurance
Retirement

How Planner Charges

Combination Fee/Commission

Considerations: While my primary model is fee based, I understand that this particular model doesn't fit every individual's situation and sometimes the commision based is more appropriate.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.