J. Andy Ingram - Capital Investment Companies
-
505 S. Jefferson St.
, Suite C
Roanoke, Virginia 24011 - (540) 765-2750
- Website
Hours
Chamber Rating
About
J. Andy Ingram - Capital Investment Companies
My overall objective is to become a lifetime resource for my clients. My focus is two-fold: 1). Private Wealth Management for Individuals, Businesses and their Families and 2). 401(k) / ERISA / Qualified Plan Consulting, Education and Training. My Private Wealth Management arm embodies "holistic governanceâ€. Financial conversations are approached much like a Counselor. Listening carefully to you, asking thought provoking questions that build a full understanding of your present position, and helping you determine courses of actions to realize core objectives that are important to you and your family or business. My back office staff and I work with High Net Worth Individuals, Business Owners, and Foundations to guide them with their specific objectives, including ongoing Global Portfolio Selection, overall Wealth Management, Retirement Income & Distribution Planning, Business Succession Planning and Risk Management. As a 401(k) Consultant my focus is on helping businesses implement 401(k) Industry Best Practices, working within the structure of the 401(k) plan to provide not only ongoing plan advice and regular, systematic overview of all aspects of the plan structure from head-to-toe, but also offering individualized advice and assistance to 401(k) plan participants. In addition, through Capital Investment Advisory Services, I also offer 3(38) Fiduciary Guidance to plans, which is one of the highest levels of retirement plan oversight available. Further, I have a team in place that is at the forefront of ERISA, DOL/IRS Compliance. We have the blueprint, handed directly to us from the DOL to guide and reform your plan to be ready for that eventual audit. Our process enlightens, educates and reforms your plan to the Industry Best Practices in order to reduce the burdens on Business Owners and HR professionals. We will be your last call.
Contact Info
- (540) 765-2750
- [email protected]
- Website
Services
- Retirement Planning
- College Planning
- Investment Services
Questions & Answers
Q What is the phone number for J. Andy Ingram - Capital Investment Companies?
A The phone number for J. Andy Ingram - Capital Investment Companies is: (540) 765-2750.
Q Where is J. Andy Ingram - Capital Investment Companies located?
A J. Andy Ingram - Capital Investment Companies is located at 505 S. Jefferson St., Suite C, Roanoke, Virginia 24011
Q What is the internet address for J. Andy Ingram - Capital Investment Companies?
A The website (URL) for J. Andy Ingram - Capital Investment Companies is: http://andyingram.myhomehq.biz/
Q How big is J. Andy Ingram - Capital Investment Companies?
A J. Andy Ingram - Capital Investment Companies employs approximately 20+ people.
Q What days are J. Andy Ingram - Capital Investment Companies open?
A J. Andy Ingram - Capital Investment Companies is open:
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Hours
Ratings and Reviews
J. Andy Ingram - Capital Investment Companies
Overall Rating
Overall Rating
( 0 Reviews )Jarret Wright on Google
Very helpful and considerate group. Whether you have $5k or $5m they will treat you with respect and help you put your money to good use earning returns.
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
Financial Planner Near Me in Roanoke, VA
Financial Consulting for Your Goals
Roanoke, VA 24019
540-400-7611 ( 0 Reviews )
Ayers Financial Services
Roanoke, Virginia 24019
(540) 563-9144 ( 6 Reviews )
Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services, LLC
Roanoke, Virginia 24018
(540) 777-5757 ( 1 Reviews )
Merrill Lynch Financial Advisor David Christopher Lloyd
Roanoke, VA 24011
540-985-5412 ( 0 Reviews )
Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC
Roanoke, Virginia 24018
(540) 777-5757 ( 0 Reviews )
Edward Jones - Financial Advisor: Matt Gearheart
Roanoke, VA 24019
( 0 Reviews )
Brooks Financial Group - Ameriprise Financial Services, LLC
Roanoke, Virginia 24016
540-981-0657 ( 0 Reviews )
Davidson & Garrard Inc
Roanoke, VA 24018
(540) 989-8179 ( 0 Reviews )