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      DETAILS
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Social Links
      Categories
      Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Management, Stock & Bond Transfer Agents
      Services/Products
        Estate PlanningMarket AnalysisChartered Life UnderwritersForeign ExchangeElder Care PlanningCommodity Trading Consultants & AdvisorsEmployee Benefit PlansEquity InvestmentsInsurance PremiumsTrust ManagementCompetitive AnalysisFinancial ManagementFee-Based Financial PlanningInvestment PlanningFinancial PlanningRoth IRAInvestment Advisory ServiceAsset & Portfolio ManagementInvestment BankingIRA RolloversTrading StrategiesTax AdvisorsMutual Fund ManagementEstate TaxesCharitable GivingInvestment AdvisorsRetirement PlanningFinancial AssistantsTax PlanningFinancial ConsultantsIncome TaxAccounting ServicesStock InvestmentsEstate ManagementInsurance PlanningFinancial Advisors
        Financial Needs AnalysisInvestment ResearchCredit ReportsFinancial Education WorkshopsHolding CompaniesHigh Risk InsuranceInheritance PlanningAsset ManagementFamily Financial PlanningCharitable TrustsDebt ManagementSecuritiesShort-Term PoliciesInvestmentsMoney Market AccountsBondsMutual FundsTerm DepositsForeign BondsCommodities & FuturesIndividual Retirement AccountsOptionsCompliance SoftwareSEP Individual Retirement AccountsPrecious MetalsStock LoansKeogh AccountsAnnuitiesDerivativesGovernment BondsCredit LinesMoney Market FundsIndex FundsLoad FundsSupplemental InsuranceStocks & Bonds
      Payment Options
      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

      Data provided by one or more of the following: Thryv, Data Axle, Yext.