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
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
-
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.
-
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.