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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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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.