First Landing Financial Email Format

Financial ServicesVirginia, United States2-10 Employees

First Landing Financial operates in the financial services sector, offering specialized 401k consulting and private wealth management for business owners, executives, and retirees across the Mid Atlantic region. Its work focuses on helping plan fiduciaries establish policies, procedures, and documentation to meet their responsibilities while mitigating liabilities, alongside assisting individuals and families with managing and growing investments and building comprehensive retirement, estate, and succession plans. Based in Virginia Beach, the firm emphasizes a structured process to deliver its advisory and fiduciary support services. The company positions itself as independent of a larger broker/dealer network, with securities and advisory services provided through affiliated Raymond James entities. The client base includes professionals and business leaders seeking guidance on retirement planning and asset management within a regulated framework.

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