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Individual Financial Services

At Campbell Financial, we offer a comprehensive suite of services designed to address your unique needs, wherever you are in life. We listen to our clients, discuss ideas, and develop mutually beneficial relationships where each party can learn something new. The services we provide our clients include:

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance and provide our clients with assistance in protecting assets, producing income, and capital appreciation. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Managed Accounts
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

We help our clients distribute their assets as they wish over the remainder of their lifetime. This may include:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

We value the responsibility that our clients entrust in us, which is why we act as good stewards of their finances. Our goal is to provide them with as much education as they desire and work with them throughout their investment journeys.