JB
Jeff Boyer Cfp®
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Work Experience
Founder & Ceo
Jun 2021 - Present · 3 years and 6 months
Financial Advisor
Oct 2006 - Jun 2021 · 14 years and 8 months
Liberty University
Dean Of Student Life
Jun 2000 - Oct 2006 · 6 years and 4 months
Company Details
As a planning-forward firm, we offer a variety of services that can help you work toward your unique goals. If you’re not sure which apply to you, we can make recommendations, walk you through our offerings, and answer your questions along the way! We support our clients with kindness, compassion, and community. We believe listening to our clients is the root of a great plan. We believe abundance is available to everyone. And we believe these core values mean the most once we put them into action. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. 7 Grains Planning & Investments, 3708 Old Forest Road, Forest, Virginia 24551, 434-233-5248. This communication is strictly intended for individuals residing in the states of VA, PA, FL, NC, SC, TN, KY, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
3708 Old Forest Rd Lynchburg, Virginia 24501, US
Keywords
Financial ServicesFinancial PlanningFinancial AdvisorRetirement PlanningEducational PlanningEstate PlanningInvestmentFinancial PortfoliosPersonalized Financial GoalsTax Strategy
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