Financial Dynamics & Associates
Financial Services
Midlothian, Virginia, United States
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Financial Dynamics & Associates Overview
- Headquarters
- Midlothian, Virginia, United States
- Phone Number
- Available in AeroLeads
- Website
- financialandestateplanning.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 1988
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Financial Dynamics & Associates
You have a plan for your life that isn’t a “one size fits all” but is yours alone. You want a financial plan that is built around your specific retirement goals and constructed with personalized strategies that can help you achieve them. From retirement and investments to taxes, insurance, and estate planning, you can depend on us to provide ongoing monitoring and support of your plan so that you can focus on what you value most. At Financial Dynamics & Associates, Inc., our mission is to help improve the lives of our clients and impact our community through engagement, trust, and transparency. Based in Midlothian, Virginia, we partner with individuals and their families in the Richmond metro to create customized financial and lifestyle management plans that help them feel confident about living life to its fullest. Advisory services offered through J.W. Cole Advisors, Inc. (“JWCA”). Financial Dynamics and Associates, Inc. and JWCA are unaffiliated entities.
Financial Dynamics & Associates Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Financial Dynamics & Associates Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| D. Aaron Reed, Ricp® | Financial Professional |
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| Ricky Lafon, Mba, Cfp®, Ricp®, Wmcp® | Financial Planner | Midlothian, Virginia, United States |
Email
|
| Lindsay Smith, Fpqp® | Lead Paraplanner at Financial Dynamics |
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|
| Isaac Wright, Cfp®, Chfc® | Principal - Financial Planner | Chesterfield, Virginia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Senior / Lead
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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