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General Info
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Services/Products
Estate Planning, Disability Insurance, Retirement Planning, Long Term Care, Financial Consultants, Stock Investments, Fee-Based Financial Planning, Investment Planning, Insurance Planning, Financial Planning, Business Planning, IRA Rollovers, Inheritance Planning, Family Financial Planning, Asset Management, Life Insurance, SEP Individual Retirement Accounts, Annuities, Investments, Money Market Accounts, Bonds, Mutual Funds, Government Bonds, Stocks, Certificates of Deposit, Individual Retirement Accounts, Money Market Funds, Load Funds, Index Funds, (BRI).
Payment method
check
Location
Y
Accreditation

Accredited Wealth Management Advisor (AWMA)

Certified Kingdom Advisor (CKA)

Chartered Advisor In Philanthropy (CAP)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Accredited Asset Management Specialist (AAMS)

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Details

Phone: (276) 236-7188

Address: 411 N Main St, Galax, VA 24333

Website: https://wealthplanfinancial.com/our-team/lynn-funk