Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Norfleet is a financial advisor registered in Virginia with Heartwood Wealth Advisors, LLC. Susan has been in the industry since 2002 and holds the Personal Financial Specialist designation. Susan is experienced in financial planning, retirement planning, and estate planning. In addition to her role at Heartwood Wealth Advisors, LLC, Susan is also the President of Heartwood Tax Consultants, where she provides tax preparation and consulting services. Susan is committed to providing her clients with comprehensive and personalized financial advice to help them achieve their goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
01/11/2022 - Present
Heartwood Wealth Advisors, LLC (RICHMOND VA)
Active
Inactive
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