Skip to main content
Personal Financial Planning, Inc.

3536 Brambleton Ave
Suite 8A
Roanoke, VA 24018

(540) 774-8700

Get Directions

Contact Information

Main
(540) 774-8700
Toll-Free
(800) 774-9873

Who We Are

Personal Financial Planning tracks and manages investments, examines risks, reviews estate plans and evaluates your needs.  Services include:


  • Comprehensive retirement planning, IRAs and other investment programs
  • Risk management including long term care, budget management and using credit wisely
  • Estate Planning by planning for the transfer of your assets to your family, loved-one and organizations at the time of death
  • Consultation on trust funds, distributions, wills and other estate plans

Who We Serve

Languages Spoken
English
Service Area(s)
Craig County
,
Montgomery County
,
Roanoke City
,
Salem City

Cost & Payment Methods

Fee Structure
Call for Information

Age Requirements
0-5
,
6-12
,
13-21
,
22-55
,
56-60
,
60+
Family
No

Available 24/7
No
Additional Availability Comments
Saturday by appointment

Self Refer
Yes
Provider Refer
Yes
Intake Contact
Tom Nasta
Intake Contact Email
tnasta@pfplans.com, rford@pfplans.com