Varra Financial Associates
What makes Varra Financial different?
1. Our entire team serves every client that works with us.
We believe that every decision we make begins and ends with one thing in mind, the client. We have built a team approach so that our clients have access to the expertise and experience of each member of our team. This approach allows us to more effectively handle the complexity of our industry while putting our clients’ needs first. Our goal is to provide comprehensive planning* uninterrupted for generations to come and to be actively engaged within the community we serve. Varra strives for our employees to grow and develop their skills to empower them to better serve our clients. Our commitment is to grow our firm to better service our clients and community.
We invite you to become familiar with our team and request a meeting to come in and meet us. Our depth of knowledge and experience has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets the undivided attention of our team—from planning to execution to follow-up. We take a proactive approach to helping you develop and monitor a strategy that addresses your financial goals and objectives. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
2. We have a succession plan in place to ensure that the exceptional personal service you receive from our office will remain consistent for generations to come. We are committed to providing comprehensive financial planning* uninterrupted for generations to come.
3. Our team works in a physical office and someone is always here to assist you Monday through Friday from 8am - 5pm. We also offer virtual meetings if you prefer, we want to make it easy and convenient to do business with us.
We invite you to check out our Resource Center and the Products and Services to which we offer access. If something prompts a question, please send us an email or call our office. We would enjoy the opportunity to connect with you.
*through LPL Financial