Investment


Investing is about more than just saving—it’s about growing your money and building a secure future. Whether you're planning for retirement, a new home, college tuition, or other financial goals, we’re here to guide you every step of the way. With a wide range of investment options—including annuities, mutual funds, ETFs, and 529 college savings plans—we’ll help you create a personalized strategy that fits your life today and adapts for the future. Plus, we’ll help you find tax-smart opportunities to make the most of your investments. No matter where you are in your financial journey, our goal is simple: to help you reach yours.

Linda B. Poole is a proud member of

Central VA African American Chamber of Commerce

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