Investment Strategies and Wealth Management

Discover how we can create and manage your investment portfolio

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Three Things about VIA Financial

Commitment

We're committed to your long-term success.

Clear Vision

We develop plans specific to each clients circumstance and goals.

Focus

We monitor your progress so that you can enjoy retirement.

See what we offer

Registrations

FINRA, Nasdaq Stock Exchange

Our Promise

  • • We'll put your interests above anyone else
  • • We'll take the time to understand your goals before making recommendations
  • • We'll eliminate any conflict of interests

Client Account Access

Sigma Brokerage
Fidelity Institutional Wealth

Services

Financial Planning Services

  • Retirement Planning
  • Estate Planning
  • College Planning
  • Investment Management

Financial Investment Accounts

  • Mutual Funds
  • Managed Accounts
  • Brokerage Accounts
  • Variable Annuities

Retirement & Education Accounts

  • IRA
  • 401(k) Rollovers
  • ROTH IRA
  • SIMPLE IRA
  • SEP IRA
  • 529 College Savings Plans
  • 401(k) plans for businesses
  • 403(b) plans for non-profit agencies
  • Money Purchase Plans
  • Coverdell Education Savings Accounts (CESA, formerly known as the Education IRA)

Why choose VIA for your path toward retirement

INVESTMENT CALCULATOR

About Us

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Local and Approachable

VIA Financial Services is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. The firm is completely independent and our loyalty belongs exclusively to our clients. We are a privately owned company created to provide an independent environment with an open architecture of platforms and products.

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Community Membership

The relationships we have with financial managers and our independence from financial shareholders enables us to be free from potential conflicts of interest and focus on each client's interests. We offer a free introductory appointment so we can learn about your retirement dreams, gather information and begin planning how we can meet your financial goals.

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We Love Helping

Our goal is to build a strong relationship with you as a trusted financial advisor to help you make better financial decisions for your family or business. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It's the close relationships we share with our clients that sets us apart from large investment, insurance and banking organizations.

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We have independent relationships with a number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. We recommend only those products and services that can be tailored to suit our clients' unique needs.

VIA Financial Services selected Sigma Financial Corporation, a member of FINRA and SIPC, as its broker dealer. They are a nine time winner of Broker / Dealer of the Year from Investment Advisor Magazine Fax Poll and won first place in Registered Reps ranking of America’s Top Independent Broker Dealers. Sigma Financial will provide many services for VIA Financial Services including back office support, due diligence, and compliance oversight.

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Live the retirement you dream of

Contact Via Financial Services to plan your FREE introductory meeting.