The Ball, Warren & Branch Group | DA Davidson Wealth Management

Financial ServicesFinancial AdvisorFinancial PlannerInsuranceWinchester, Virginia

Contact

Address
12 N Washington Street, Suite A1, Winchester, Virginia, 22601
Phone
(540) 773-6920
Website
theballwarrenbranchgroup.dadavidsonfa.com/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

We sit down and explore your goals, challenges, and opportunities, setting the foundation for a successful partnership. We will deliver options and present a well-researched plan that outlines objectives, key actions, and desired outcomes to align with your personal goals. We will continuously monitor your strategy for effectiveness, adapt to changes that may affect your desired outcomes, and report the status during regular review sessions.