Business Details
About
Finance Company
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.
Location
Hours
Frequently Asked Questions About Coastal VA Wealth Group
What types of financial services does Coastal VA Wealth Group offer?
Coastal VA Wealth Group offers comprehensive wealth management services including investment management, holistic financial planning, financial wellness programs, employee benefits, and retirement plans.
Who leads Coastal VA Wealth Group and what are their credentials?
The firm is led by Dan Neice, a Senior Wealth Consultant and Certified Financial Planner™ professional with an MBA.
What investment options are available at Coastal VA Wealth Group?
They utilize a diverse selection of investment vehicles such as stocks, bonds, mutual funds, and ETFs.
What are the business hours for Coastal VA Wealth Group?
Coastal VA Wealth Group is open Monday through Friday, from 8:30 AM to 4:30 PM, and closed on weekends.
Where is Coastal VA Wealth Group located?
The firm is located at 1317 Executive Blvd, Suite 110, Chesapeake, VA 23320, USA.
How can I contact Coastal VA Wealth Group?
You can reach them by phone at +1 757-530-4075 or email at info@coastalvawealth.com.
Does Coastal VA Wealth Group have an online presence?
Yes, their official website is https://www.coastalvawealth.com/ and they have a Facebook page at https://www.facebook.com/Dan.MBA.CFP/.
What nearby places can I visit before or after an appointment at Coastal VA Wealth Group?
You can visit Liberty Executive Park for outdoor activities or enjoy dining options like Chicken Salad Chick and Jersey Mike's Subs nearby.
Are there any educational institutions near Coastal VA Wealth Group?
Yes, DeVry University is located nearby, which could be of interest for continuing education or professional development.
What local businesses near Coastal VA Wealth Group might be helpful for professional services?
Nearby professional services include Hammer Law PC for legal needs, RRMM Architects for design, and Sutherland Global Services for business consulting.