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Financial Planning and Advisory Services

 

 

 
Jaret Mutter
Senior Vice President
Valley Wealth Manager 

    

 
Michael Blanchard Financial Planning Wealth Management
Michael Blanchard
Banking Officer
Financial Advisor
Tim Ha Financial Planning Wealth Management
Tim X. Ha, CFP®
Vice President
Financial Advisor 

Andrew Schenker
Assistant Vice President
Financial Advisor

Tiffany Rawling
Office Manager
Licensed  Assistant  

Valley Wealth Management Services is pleased to handle your financial needs including:

  • Annuities
  • IRAs
  • 529 College Savings
  • Financial Planning
  • Government Securities
  • Life Insurance Needs Planning
  • Municipal Bonds
  • Mutual Funds
  • Portfolio Review
  • Retirement Planning
  • 401(k) Rollover Planning
  • Unit Investment Trusts

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Why choose Valley Wealth Management Services?

  • We will do more listening and less talking
  • We will explain financial planning strategies in terms you will understand
  • We will be here tomorrow when either you or your family needs us

We also help businesses with investment needs.

For more information and to set up an appointment to discuss your investment needs, please contact:

 

Jaret Mutter
Senior Vice President
Valley Wealth Management Manager
Downtown Office
36 Church Avenue
Roanoke, Va.  24011
540-777-2120 (Office)
540-293-0707 (Cell)
Contact Me
Michael Blanchard
Banking Officer
Starkey Office
36 Church Avenue, SW
Roanoke, Va. 24011
540-769-8519
Contact Me
Tim X. Ha, CFP®
Vice President
Bonsack Office
4003 Challenger Avenue
Roanoke, Va.  24012
540-759-3706 (office)
540-915-5205 (cell)
Contact Me
Andrew Schenker
Assistant Vice President
South Roanoke Office
110 McClanahan Streeet
Roanoke, Va.  24014
540-283-8024 (office)
540-537-2806 (cell)
Contact Me

 

 

Tiffany Rawling
Office Manager/Licensed Assistant
Downtown Office
36 Church Avenue
Roanoke, Va.  24012 
540-777-2121
Contact Me

Debra Muncy
Client Service Representative
Bonsack Office
4003 Challenger Avenue
Roanoke, Va.  24012
540-759-3705  (Office)
Contact Me

 

 

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Investment Centers of America, Inc. (ICA), member FINRA and SIPC and a Registered Investment Advisor, is not affiliated with Valley Wealth Management or Valley Bank.  Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not isured by the FDIC or any other Federal Government agency * not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.  ICA does not provide tax or legal advice.

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (1) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: VA, NC, SC, TX, FL, IL, MS, CO

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