7 Grains Planning & Investments
3708 Old Forest Road, Lynchburg, Virginia 24501
About the 7 Grains Planning & Investments
7 Grains Planning & Investments is a premier financial institution located in Lynchburg, Virginia. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your individual needs. Visit us at 3708 Old Forest Road to learn more about how we can help you secure your financial future.
Photos of 7 Grains Planning & Investments
3708 Old Forest Rd, Lynchburg, VA 24501, United States
Opening hours of 7 Grains Planning & Investments
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of 7 Grains Planning & Investments
"Working with the staff at 7 Grains Planning and Investments has been a great experience thus far. First off, we enjoy the professionalism and integrity that the entire staff display when we are in the office or contract them. We have specifically been meeting with Calvin who demonstrates an extensive knowledge of various financial investments which allows my wife and I to have a confidence and peace in our financial future. Beyond investment considerations, Calvin has worked with us to help us plan our future. He is not only interested in investing for the future, but cares about our daily budgeting and ways to enjoy our money. This is what truly sets 7 Grains apart. They sincerely want to help with the planning from small budgeting details, to saving for retirement, kids college, being generous, and giving. The staff works with you to make you feel confident in your financial future. Calvin truly has the heart of a teacher and wants those who choose to be a part of 7 Grains to have a clear understanding of their financial future. They are an amazing organization and my wife and I highly recommend them."
"The 7 Grains team has been outstanding! I’ve had a wonderful experience working with them and will definitely recommend them to family and friends. Phenomenal communication. Utmost professionalism. Exceptional knowledge and competence. Thank you 7 Grains team for your expertise and excellent customer experience. Keep up the great work!"
"What a fantastic group of people working with 7 Grains Planning & Investments. I have known Jeff and Cal for several years now and you could not ask for a better firm to look after and grow your financial wealth. They are always on top of what is going on with the investments that we have with them and I am always looking forward as a part of my "Purpose" to share this trustworthy Company with others that I meet along the way. We feel that our investments are safe and will continue to grow; so do yourself a favor and contact them; you will not be disappointed."
"7 Grains Where do you start? I wish 7 Grains was around when I first started investing. The 7 Grains Financial Planners are always kind and display a wealth of knowledge about our investments while portraying a wonderful attitude focused on my needs! Life is not always about our portfolio, and how the market goes, but having been with 7 Grains from the very beginning it encourages me to know that they are always looking out for my best interest. Thank you for all your kind support. This year 7 Grains provided a great Christmas gathering at their office with a very personnel touch. This time mingling with other investors getting to know one another was very enjoyable and I personally want to thank the entire staff and their families for the sacrifice that made this event a success. In short, we love the 7 Grains staff, Jeff, Leanne and Cal."
"I've been a client of 7 Grains Planning and Investments for the past year, and my experience has been nothing short of excellent. As someone relatively new to the investing world, I chose 7 Grains based on a friend's recommendation, and I'm glad I did. One of the standout features of 7 Grains Planning & Investment is their exceptional customer service. Every time I've had a question or needed assistance, the support team has been prompt, knowledgeable, and courteous. They take the time to explain complex financial concepts in a way that's easy to understand, which has been invaluable for someone like me who isn't a financial expert. I wholeheartedly recommend 7 Grains Planning & Investments to both novice and experienced investors. Their combination of stellar performance, top-notch customer service, and a user-friendly platform make them stand out in a competitive industry. While past performance is not indicative of future results, my experience with 7 Grains has been consistently positive, and I look forward to continuing my investment journey with them."
-
Stephen S. Siegle, CRPC - RBC Wealth Management Financial Advisor
8010 Towers Crescent Dr 4th Floor, Vienna, VA 22182, United States
-
Anthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States
-
Gregory Koenen - Financial Advisor, Ameriprise Financial Services, LLC
8251 Greensboro Dr Ste 310, McLean, VA 22102, United States
-
Farzana Sultana - Financial Advisor, Ameriprise Financial Services, LLC
1950 Old Gallows Rd STE 420, Vienna, VA 22182, United States
-
Michael Scheeler, Financial Advisor - Avenue Wealth
8075 Leesburg Pike STE 400, Vienna, VA 22182, United States
-
Matt Felber - Financial Advisor, Ameriprise Financial Services, LLC
133 Maple Ave E STE 306, Vienna, VA 22180, United States
-
Edward Jones - Financial Advisor: Brian M Callery, CFP®|AAMS™
1320 Old Chain Bridge Rd # 310, McLean, VA 22101, United States
-
Susan Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC
8150 Leesburg Pike # 600, Vienna, VA 22182, United States
-
Bank of America Private Client Advisor Christopher A Johnston
8300 Greensboro Dr, McLean, VA 22102, United States
-
VLP Financial Advisors
8391 Old Courthouse Rd # 203, Vienna, VA 22182, United States
List of local businesses, places and services in Virginia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos