Multigenerational Expertise. Singular Dedication.

 When you work with us, you’re not getting a rotating cast of strangers. You’re getting a family that has spent generations learning how to protect yours.

The People Behind Your Peace of Mind

Joseph Cervinka
Vice President | Financial Adviser | Radio Host
Alexander Cervinka, J.D.
Head of Legal Research & Advisory Services
Jessica Cervinka
Financial Adviser | Estate Planning Specialist | Holistic Wealth Strategist
John Cervinka
Financial Adviser | Investment Advisor Representative
Kristian Cervinka
Associate Adviser
Randy Rivas
Associate Advisor | Seminar Director | Insurance Specialist
Savanah Cervinka
Director of Quality Control and Data Analytics
Jameson Trent Ford
Head of Processing | Licensed Insurance Professional
Matthew Foley
Operations Associate

We’re Here to Help

Have a nagging concern? Reach out to us to get some answers.
HEADQUARTERS
4551 Cox Road, Suite 300, Glen Allen, VA 23060
Satellite Offices:
Jacksonville, Tallahassee and Orlando, FL by appointment only. Virtual meetings available upon request. 
Phone
800.849.1085
E-mail
Learn What a Fully Integrated Plan Can Do For You & Your Family.
“Every gap in your plan is a risk to your future.”

Let’s make sure yours has none.

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