James Kmetz - Financial Services Representative

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James Kmetz - Financial Services Representative Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from James Kmetz - Financial Services Representative, Financial service, .

It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do.

Exciting News!I am thrilled to share that I will be serving on the board of Nest Academy RVA, a nonprofit dedicated to s...
13/02/2025

Exciting News!

I am thrilled to share that I will be serving on the board of Nest Academy RVA, a nonprofit dedicated to supporting young adults with complex medical, physical, and intellectual disabilities.

Nest Academy was founded by families who saw a gap in post-high school opportunities for their loved ones and decided to create something truly special—a place where young adults can continue to learn, form friendships, and thrive in a supportive community.

This mission deeply resonates with me, and I am honored to contribute to an organization that is making such a meaningful impact on individuals and families in the Richmond area.

If you’d like to learn more or get involved, feel free to reach out!

Nest Academy RVA is a day Program for Young Adults with Special Needs

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
08/05/2024

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q...
07/05/2024

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
06/05/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
03/05/2024

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
01/05/2024

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
29/04/2024

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
26/04/2024

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

Before buying a vacation home, it can pay to do your homework. Learn more now.
24/04/2024

Before buying a vacation home, it can pay to do your homework. Learn more now.

Doing your research is key before buying a vacation home.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
22/04/2024

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
19/04/2024

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Worried that inflation may rise in the years ahead? You’re not alone.
17/04/2024

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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+18043464670

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