CONNECT

Address:

9927 Stephen Decatur Hwy, Ste 19
Ocean City, MD 21842

Phone:

(410) 213-8513 (Local) (800) 371-4415 (Toll-free)

Fax/Other:

(410) 213-8516

At Old Dominion Investment Corp., we recognize that building long-term wealth not only means working with a trusted advisor, but also relies upon comprehensive  consulting and financial review. Our broker/dealer has established relationships with industry leading producers of mutual funds, annuities, real estate investment trusts, insurance companies, retirement and 401(k) plans.  Through our relationship with H. Beck, Inc. we are able to provide a broad array of products.

 We serve individuals and businesses in all areas of financial management, including:


  • Retirement Planning

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
  • Employee and Executive Benefits

    Helping your business attract and retain qualified employees through benefit packages.
  • Education Funding

    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Risk Management

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Tax Management

    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate Planning

    Reviewing your wills and trusts. Helping you preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck