Wealth Management 
SERVICES

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We offer access to:

  • Stocks
  • Mutual Funds
  • Tax-deferred Annuities
    • Fixed
    • Variable
  • Life Insurance
  • Health Insurance
  • Long-Term Care Insurance
  • IRAs
  • Pension Plans
  • Profit Sharing Plans
  • 401(k) Plans
  • 403(b) Plans
  • Private Pensions

What VCB Financial Group can do for you:

  • Help increase your cash flow
  • Help lower your income tax
  • Help ensure your post-retirement financial comfort
  • Help increase your standard of living

Our philosophy is to focus on investments that:

  • Are conservative
  • Have income potential
  • Offer liquidity
  • Are tax-advantaged

*We do not provide tax advice. Consult your tax advisor.

Wealth Management Services 

VCB Financial Group provides access to a complete financial services center within the facilities of Virginia Commonwealth Bank formerly Bank of Lancaster.

We supplement the skills of your lawyer, CPA, and insurance advisor to provide a comprehensive plan for investing and estate planning-all under one roof.

Our Infinex Financial Consultants share years of experience in many areas of finance. We are professionals who inform, educate, and advise you from beginning to end, helping develop a financial package tailored to your needs.

Wealth Management Area of VCB Financial Group is an Independent Program

We have the flexibility to offer alternatives for a conservative, cost-effective financial package to help meet your needs-now and in the future. We serve individuals, self-employed people, small businesses and corporations. We offer access to:

  • College Planning and 529 College Saving Plans
  • Investment Planning
  • Portfolio Management Advice
  • Insurance Review and Analysis
  • Retirement Planning, including IRAs and 401(k)s
  • Brokerage Services
  • Real Estate Investment Trust (REITS)
  • 1031 - Tax Free Real Estate Exchanges

Our purpose is to provide more than just access to wealth management planning. We want to help provide your financial peace of mind.

We Build Relationships.

Our Infinex Financial Consultants are trained to work with you on a personal and confidential level. They know the importance of a relationship built on trust and understanding-especially when it comes to the investment of your money. Our Infinex Financial Consultants will:

  • Introduce you to a variety of investments
  • Inform you of the advantages and disadvantages of all information reviewed
  • Make recommendations based on your total financial picture

Pictured Above (L-R): Tom Haskins,
Michelle Crowther and Ed Pittman
To make an appointment for a free consultation,
please give us a call or send us an e-mail.

Ed Pittman
(
804) 435-4152
epittman@vcbfinancial.com

Tom Haskins
(804) 435-4115
Cell: (804) 815-1640
thaskins@vcbfinancial.com

Michelle Crowther
(804) 435-4103
mcrowther@vcbfinancial.com

VCB Financial Group, Bank of Lancaster and Virginia Commonwealth Bank are subsidiaries of Bay Banks of Virginia. Infinex is not affiliated with any of those companies. Investment services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.

  • Not a deposit of or guaranteed by the Bank
  • Not FDIC insured
  • Not insured by any Federal Government Agency
  • May go down in value