James Schreiber is a financial planner and partner at the Financial Services of Virginia. Through the work of his team, he prides himself on being a comprehensive financial counselor who helps clients with a variety of financial planning topics which include:
- Retirement & Investment Planning
- Life, Disability Income, Long Term Care Insurance Planning
- Group Retirement Plan Educational Workshops
- Estate and Tax Integration Planning
- Education Funding
- Business Planning
He analyzes his clients' current financial situation, wants, needs and desires to help enable them to exceed their financial goals.
James has over a decade of financial planning experience, starting right after he graduated from college. He was awarded Sixth Month, First Year, Second Year, Third Year, Fourth Year, and Fifth Year Rising Leader 2010-2014 with Massachusetts Mutual Life Insurance Company (MassMutual), multiple honors and a consistent Leaders Club Qualifier 2010- Present. His main responsibilities at Financial Services of Virginia include client acquisition and conducting financial planning meetings. James graduated from High Point University with a B.S. in Entrepreneurship and Entrepreneurial Studies.
A Richmond native, James is involved within the local community and is a strong believer in the power of education. Since his graduation from The Steward School in 2005, James has been involved through volunteer activities and Alumni Board participation. He also participates in projects benefiting the Junior Achievement Richmond Chapter. With Junior Achievement, James has visited multiple schools to offer support through various educational programs. Besides this, he believes in the power of self-education and he's currentiy pursuing several designations.
When he's not helping his clients surpass their financial goals, he enjoys traveling to places like New Orleans, LA & Ocracoke, NC with his wife, Ashley Lauren and their dogs Harley & Hunter. They love getting away from Richmond for a while and enjoying time together.
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.
Licenses held: Series 6, 63, 65, 7, Life, Health and Annuity