James Schreiber, a financial planner, and partner at Financial Services of Virginia, prides himself on being a comprehensive advisor who helps clients with a variety of financial planning topics, including:
- Retirement & Investment Planning
- Life & Disability Income Insurance
- Long Term Care Planning
- Group Retirement Plan Educational Workshops
- Estate and Tax Integration Planning
- Education Funding
- Business Planning
James provides his clients with a disciplined investment approach and the highest level of professional advice as he helps them manage their financial future.
With over a decade of experience in the financial planning industry, James has been recognized with many honors and awards. He has been a consistent Leaders Club Qualifier over the past 10 years. His main responsibilities at Financial Services of Virginia include client acquisition and education. He meets with current and future clients, helping them understand the intricacies of investment strategies and retirement income planning.
A Richmond native, James graduated from The Steward School, where he continues to be an active volunteer and Alumni Board participant. He then matriculated to High Point University, where he received a Bachelor of Science Degree in Entrepreneurship and Entrepreneurial Studies. James is involved in numerous volunteer activities throughout the Richmond community, most notably working with the Richmond Chapter of Junior Achievement. Through the Junior Achievement program, he has had the opportunity to visit area schools offering support and expertise with various educational programs.
When not working with his clients, James, his wife, Ashley Lauren, and their daughter Wellesley love relaxing at home with their dogs Harley and Hunter. The couple also loves to travel, exploring big cities around the United States, and relaxing out on Lake Gaston.
James Schreiber is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services LLC Members SIPC (www.SIPC.org). Financial Services of Virginia is not a subsidiary or affiliate of MML Investors Services LLC. or its affiliated companies. Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059.
Licenses held: Series 6, 63, 65, 7, Life, Health, and Annuity.