Objective Advice Designed to Help Benefit You Welcome to Bay Rivers Group and thank you for taking the time to visit our website. We hope that your visit will be informative and introduce you to our independent approach toward business, investment planning, and risk management.
Bay Rivers Group is an independent investment planning team with a mission. Our mission is to treat our clients the way they wish to be treated, to work together with our clients to develop and help achieve their financial goals, and to manage personal and financial risk.
Why independent? We chose to become an independent team in order to align our interests with our clients’ and put their needs first. We believe this is critical to the advisor/client relationship and understand that our clients believe this to be true as well.
We advise clients from all walks of life across the country. Whether you are currently building or preserving wealth, distributing income during life, or planning to distribute assets after death, having an appropriate plan is essential to planting the foundations for success. While sometimes these plans are simple, many are complex. It all depends upon your family and financial structure.
If you believe you need a team of independent advisors that consider your unique needs on a personal basis, then we encourage you to contact us for an introductory appointment. Only then can we mutually determine whether our methodology, planning expertise, and personalities are a match for you. You may reach us at 757-259-2450 or toll-free at 888-259-2480. We can also be e-mailed using the “Contact Us” link at the top of the page.
Thank you again for taking the time to visit our website and we look forward to serving your wealth management needs.
|
Bay Rivers Group |
||
|
|
||
 About Us
|
How much will it cost to pay off a loan over its lifetime? Use this calculator to estimate how much income and savings you may need in retirement. A balance sheet summarizes your assets and liabilities and reveals your net worth. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. |
|
|
SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Investment products and services are offered through Wachovia Securities Financial Network, LLC (WSFN). Wachovia Securities is the trade name used by two separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Any other referenced entity is a separate entity from WSFN. [ Privacy Policy | Legal | Security ] |
||