Investment Brokers & Financial Advisors
If you are looking for an experienced, independent investment broker and financial advisor, you are at the right place. Here, the focus is on delivering investment results, not projections.
Gary Collier, Andy Price and Joey Sutphin strive to provide the information, advice and service clients need to successfully achieve their financial goals.
They aim to help each client navigate current market conditions by adapting to a suitable and appropriate investment strategy. When a client is considering various options, they enjoy educating clients about the risks and rewards of each investment and how each may or may not fit into a client's portfolio.
The Radford office of Lombard Securities is staffed by Laura Easter from 8:30 am - 4:00 pm on days the U.S. financial markets are open. If, for any reason, the Radford office is closed or unavailable, Lombard Securities' home office in Baltimore is prepared to provide back-up support and service to their branches and clients.
Newsletters
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.