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Chartered Retirement Plans SpecialistSM

Investment Advisor


  • 401(k) Rollovers
  • Passive Strategies
  • Active Strategies
  • Required Minimum Distributions


  • College 529 Plans for Businesses



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Vassey Financial Planning And investments In Seneca Financial Management in Seneca

Check the background of this firm on FINRA's BrokerCheck.

Check the background of this firm on FINRA's BrokerCheck.

Vassey Financial Planning & Investments is a unique and independent investment firm built to span generations. No matter your situation, age, or financial status, we understand you are like no one else. There are no “one-size-fits all” solutions and there never will be. Our strategies, like our own lives, are not rigid, but flexible. We aim to synchronize our financial health with the world around us, creating realistic solutions that evolve with us as we live.

Our clients are from all stages of life and social statuses, but they share a few common characteristics. Our clients are intelligent, committed and focused on maintaining financial health.

Whether accumulating assets or establishing an income plan in retirement, we can guide you through the necessary steps to realize your goals. Whether you’re an experienced investor looking to provide continuity to a surviving spouse, a young couple expecting your first child, or empty nesters preparing for retirement, you are welcome here. Providing dedicated guidance is our specialty and helping clients is our passion. Retirement planning investing in stocks financial management serviceNANCIAL MANAGEMENT SERVICES INVESTMENT SERVICES IN Vassey Financial Planning and InvestmentsSeneca WEALTH MANAGEMENT FINANCIAL PLANNING IN Seneca financial advisors

All rights reserved. This communication is strictly intended for individuals residing in the states of AL, AZ, FL, GA, IL, MA, MO, NC, NH, NM, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC , a Registered Investment Adviser. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the flame logo in the U.S.A. Privacy Policy - © 2017 Commonwealth | Vassey Financial Planning & Investments | SENECA OFFICE: 140 BOUNTYLAND RD., SENECA, SC 29672 | 864.718.0600