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Financial Services

Explore banking, mortgages, insurance, accounting and financial planning for life and business in Coastal Virginia.

Free retirement seminars
Virginia Beach

Event promotion

Oct 19 · 6 p.m. / Oct 20 · 11 a.m.

Taxable Income When Starting Social Security

Join Frank Tehel, CFP®, EA, of October Effect for an educational session at the Meyera E. Oberndorf Central Library.

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Meet local financial professionals

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Financial planning & wealth management

Virginia Asset Group

Planning conversations for individuals, families and business owners in Virginia Beach.

View profile & contact information →Read the 401(k) rollover guide →

Frank Tehel · Retirement & income planning

October Effect, Ltd.

Explore October Effect’s services and Frank Tehel’s local retirement education seminars.

View profile & contact information →View seminars & registration →

Insurance services

AB Insurance

Explore the business profile and contact the team about your coverage questions.

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Useful reading

Chandler Worth 3 min read

Choosing a Wealth Manager in Hampton Roads: Questions Before You Hire

Compare services, fees, credentials and communication before choosing a wealth manager in Virginia Beach or elsewhere in Hampton Roads.

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Chandler Worth 3 min read

Before You Retire in Coastal Virginia: Build an Income and Expense Checklist

Organize expected income, everyday costs, housing decisions and questions before your next retirement-planning meeting.

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Chandler Worth 2 min read

Frank Tehel Retirement Seminars in Virginia Beach

Two free October sessions help local residents explore questions about retirement income and Social Security taxes.

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Chandler Worth 2 min read

401(k) Rollover Questions to Ask Before Moving Your Money

Compare your old 401(k) options, fees and tax considerations, with a local planning connection to Virginia Asset Group.

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CVA Editorial 3 min read

Five Business Conversations to Have Before Year-End

A useful fall business review begins with records, responsibilities and upcoming decisions. Gather these questions before meeting your accountant, attorney, insurer or other adviser.

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CVA Editorial 3 min read

Before Hiring an Adviser, Ask How the Relationship Will Work

Credentials matter, but so do scope, fees, communication and responsibility. Use these questions when comparing an attorney, financial professional or other business adviser.

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