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        General Info
        A BREATH OF FRESH AIR is not your typical financial planning firm. No monthly sales goals, no corporate quotas to fill. We understand proper wealth management goes beyond the trends of the latest investment; it requires detailed accounting and analysis of a person's goals, expectations, assets and proper portfolio diversification. We are built on the foundation of trust, respect, competence and customer service. OUR APPROACHWe provide the guidance our clients need to help them make the best decisions for their financial situation and future. Ayers Financial Services has been managing assets for clients throughout Southwest County for over a decade. Patrick Ayers conducts meetings and informational seminars to empower the public with the knowledge of the options and forces that exist in the marketplace today.
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        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Estate Planning, Market Analysis, Chartered Life Underwriters, Foreign Exchange, Elder Care Planning, Commodity Trading Consultants & Advisors, Employee Benefit Plans, Insurance Premiums, Equity Investments, Trust Management, Financial Management, Competitive Analysis, Fee-Based Financial Planning, Investment Planning, Financial Planning, Roth IRA, Asset & Portfolio Management, Investment Advisory Service, Investment Banking, IRA Rollovers, Trading Strategies, Tax Advisors, Mutual Fund Management, Estate Taxes, Charitable Giving, Investment Advisors, Financial Assistants, Retirement Planning, Tax Planning, Financial Consultants, Income Tax, Accounting Services, Stock Investments, Estate Management, Insurance Planning, Financial Advisors, Financial Needs Analysis, Credit Reports, Investment Research, Financial Education Workshops, Inheritance Planning, High Risk Insurance, Holding Companies, Family Financial Planning, Asset Management, Charitable Trusts, Debt Management, Securities, Short-Term Policies, Investments, Money Market Accounts, Bonds, Mutual Funds, Term Deposits, Foreign Bonds, Commodities & Futures, Individual Retirement Accounts, Compliance Software, Options, SEP Individual Retirement Accounts, Precious Metals, Keogh Accounts, Stock Loans, Derivatives, Annuities, Government Bonds, Credit Lines, Money Market Funds, Load Funds, Index Funds, Supplemental Insurance, Stocks & Bonds.
        Payment method
        visa, cash, mastercard, amex, discover
        Location
        Near Lake City Airport
        Neighborhoods
        Roanoke Regional-Woodrum Field, Williamson Road Area
        Accreditation

        Certified Estate Planner

        Certified Senior Advisor

        Certified Financial Planners

        Registered Financial Consultant (RFC), Registered Investment Adviser Representative, Series 63, Series 65

        Better Business Bureau

        Other Link

        http://www.ayersfinancial.com

        Social Links
        Categories
        Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Investment Management, Stock & Bond Transfer Agents

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        Details

        Phone: (540) 632-4239

        Address: 5185 Peters Creek Rd NW, Roanoke, VA 24019

        Website: http://www.ayersfinancial.com