LaNeave James B - Richmond, Virginia

LaNeave James B - Wealth Innovations LLC

LaNeave James B is a financial expert and the founder of Wealth Innovations LLC, a reputable investment service based in Richmond, Virginia. With a wealth of experience and a client-centric approach, LaNeave and his team provide personalized investment solutions to help clients achieve their financial goals.

Address: 4905 Dickens Rd #108, Richmond, VA 23230

Phone: 8043555543

Website: wealthinnovationsllc.com

Specialties: Investment service

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot

Opinions: This company has 4 reviews on Google My Business.

Average opinion: 4/5

Wealth Innovations LLC offers a range of financial services, including investment management, retirement planning, and portfolio optimization. The company's goal is to help clients build and preserve their wealth through tailored investment strategies that align with their unique financial situations and risk tolerance levels.

LaNeave James B and his team take a comprehensive approach to understanding their clients' financial needs and goals. They work closely with clients to develop a deep understanding of their objectives, time horizons, and preferences, allowing them to create customized investment plans that cater to each client's specific requirements.

In addition to their expertise in investment services, Wealth Innovations LLC is committed to providing exceptional customer service. The company's wheelchair accessible entrance and parking lot demonstrate their dedication to ensuring that all clients, regardless of their physical abilities, can easily access their services.

With an average rating of 4/5 based on 4 reviews on Google My Business, Wealth Innovations LLC has established itself as a trusted and reputable investment service in Richmond, Virginia. Clients appreciate the personalized attention and expert guidance provided by LaNeave James B and his team, which has helped them achieve their financial goals and build long-term wealth.

👍 Reviews of LaNeave James B

Dennis Y.

5/5

I switched my accounts to Jim after attending a seminar in which he introduced me to new and innovative approaches to investing. I reluctantly made the switch to Jim because I had been with my advisor for many years. I now realize its one of the best moves I've ever made. I've been working with Jim for over 4 years now and have been so impressed with his efforts that I have referred numerous friends to him. One of the things that I appreciate the most his willingness to spend as much time as I need to understand his strategies. His integrity is above reproach and I appreciate his Christian values. Ever since I started with him I have truly "slept well at night".

Jeffrey S.

5/5

I cannot speak highly enough about my experience working with Jim LaNeave and the Wealth Innovations team. I have worked with a handful of financial advisors over the years with varying levels of success. None have been as willing to discuss my personal financial goals, outline an investment strategy to meet those goals and explain every aspect of the process to ensure I fully understood the risks and benefits of each and every investment. With his many years of experience, proven track record of success and impeccable personal service, I highly recommend Jim LaNeave to anyone looking for someone to help plan their financial future.

Wally H.

5/5

I've been working with Jim and his folks for 5 years now and I've been nothing but impressed with his low key approach to sharing his investment and insurance ideas. He never got impatient with me as I was very slow and deliberate in my decision making process. I would recommend him or any of his other team members to anyone looking for financial advice.

Barbara Y.

1/5

For potential clients of Mr.LaNeave, I offer words of caution. At one point in my association with his firm, I learned that he made some decisions regarding my accounts that were based on politics rather than a fair and through analysis of the markets.
To further check on his background, I suggest you review the information found on the website hhtps://brokercheck.finra.org by entering his name in the appropriate box. It is not necessary to enter the firm name nor the city, state and zip. Then follow the prompts.
I am no longer with this firm.