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Dan Neice, MBA, CFP®
Financial Advisor & Certified Financial Planner™
Providing Financial Planning & Investments to Individuals and Businesses

2901 South Lynnhaven Rd., Ste 100
Virginia Beach, VA 23452
Phone:
  • 757-431-2929 Ext.121
Fax:
  • 757-431-8446

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

When should I seek out a Financial Professional?

This is a question many people face... That question, as well as worries about how much it will cost, do I have enough investments--or money to invest, will I be laughed out of the room, or what will a Certified Financial PlannerTM to do for me? Truth of the matter is, if you are contemplating whether or not to seek professional help with your investments or financial situation-- then it is time!

My policy is to offer a complimentary, no obligation initial consultation, to see if it even makes sense for us to work together. The conversation is comfortable, confidential, and low-pressure... I do not like being pressured by anybody, and therefore, extend that courtesy to the people I interact with.

If you have questions or concerns about:

  • Your Current Investments
  • Ability to Retire at a Certain Age
  • How to Save or Pay For Your Child's College Education
  • Manage the Estate or Inheritance from a Deceased Loved One
  • Financial Issues Related to a Recent or Impending Divorce, or
  • Any Financial Concerns That Keep You Up at Night

Then I encourage you to schedule some time with me to talk. Just contact my assistant Sonia at (757) 431-2929, Extention 109 or by email: ssalazar@wradvisors.com, to schedule a complimentary consultation.

I have been told that I look young, but I have been married to my bride Diana for over 30 years, and have 5 chilldren--4 of which are now adults. Take a look at my "About Dan Neice" tab found under the About Us section... I feel very blessed to have such wonderful life experiences.

04/17