Custom investment solutions for each individual. Managed accounts consisting of Mutual Funds, ETFs, Stocks, and/or Bonds held in Brokerage Accounts with Check Writing, Roth IRA, Traditional IRAs and Custodial Accounts.
We're not your typical wealth management firm. We work for you and we can only be successful if you are. As your priorities evolve and you move through various stages of life, your definitions of success can change as we age. No matter what happens in life, one thing remains constant; the need for qualified, client-specific advice.
The foundations of Vassey Financial Planning & Investments have been constructed on the relationships developed with our clients over the years. We are always on the same team working towards a common goal. Whether accumulating assets or spending them down, the minefield of mistakes and emotional obstacles can be staggering. You can navigate life’s challenges with a CERTIFIED FINANCIAL PLANNER™ professional in your corner. Financial Dynamics - SC-Retirement.com gen y planning Financial Dynamics - SC-Retirement.com retirement planning retirement planninvesting in stocksing in Seneca self employed retirement plans wealth management investment services investment consultants financial management financial planning financial Vassey Financial Planning and Investments in Seneca financial management servicemanagement service