Coastal VA Wealth Group

Financial ServicesFinancial AdvisorFinancial consultantFinancial PlannerChesapeake, Virginia

Contact

Address
1317 Executive Boulevard Suite 110, Chesapeake, Virginia, 23320
Phone
(757) 530-4075
Website
greenewealthstrategies.com/
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Business Hours

SundayClosed
Monday08:30am – 04:30pm
Tuesday08:30am – 04:30pm
Wednesday08:30am – 04:30am
Thursday08:30am – 04:30pm
Friday08:30am – 04:30pm
SaturdayClosed

Description

Coastal Virginia Wealth Group is a financial services firm providing comprehensive wealth management solutions for individuals and businesses. Led by Senior Wealth Consultant and Certified Financial Planner professional Dan Neice, MBA, CFP, the firm specializes in investment management and holistic financial planning, particularly for those nearing retirement. Our mission emphasizes professionalism, high standards, and integrity in helping clients plan and achieve their financial goals.Coastal Virginia Wealth Group offers a wide array of services, including financial wellness programs, employee benefits, and retirement plans. We utilize a diverse selection of investment vehicles, such as stocks, bonds, mutual funds, ETFs, and more.