Kendall D Avery

Services Offered

• Investment Management
• Insurance Strategy Design
• Holistic Financial Planning

About

Kendall D Avery is a financial consultant based in Richmond, Virginia, affiliated with Oppenheimer. He offers holistic financial planning and investment strategies tailored to each client's unique goals, values, and needs. His services include investment management and insurance strategy design, supported by an in-depth discovery process to understand clients' specific situations and risk tolerances. Kendall focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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