Appomattox Wealth Management/Insurance announces the purchase of Burnette Insurance Agency, located at 4331 Old Hundred Rd in Chester. Appomattox has been serving the financial and insurance needs of clients out of their Petersburg and Dinwiddie offices for over 20 years, and the company is looking forward to being a part of the Chester community with this expansion. “We will be able to provide more insurance carrier options to clients and we are really excited about the opportunity to add financial planning to the services offered,” said Burke Steele,
Former Burnette Insurance Agency in Chester now Progressive financial advisor and president of Appomattox. The company’s wealth management services, offered through Investment Centers of America, include customized and comprehensive financial planning to help individuals, families, and businesses achieve their goals. Appomattox also offers a full range of personal, health, and commercial insurance products to protect clients’ assets with superior service at an affordable price.
According to Forbes.com, studies over the last several years indicate that less than one-third of Americans have a financial plan, even though most are concerned about their ability to save enough money to pay for future expenses such as college tuition and retirement. “It’s critical to understand how much money you’ll need to meet these goals and have a well structured plan to get there,” added Rob Steele, a financial advisor who will be located at the Chester office.
The Chester location will undergo a complete renovation in the coming months and will remain open for business during the process. Clients will have access to wealth management and insurance services at all three locations.
For a complimentary financial consultation, you can reach Burke and his team at (804) 862-1585.
Securities, advisory services and insurance products are offered through Investment Centers of America Inc. (ICA) member FINRA/SIPC and a Registered Investment Advisor and affiliated insurance agencies. ICA and Appomattox Wealth Management/Insurance are separate companies.
