We are committed to offering sound financial planning and investment management solutions to help people prosper. With over 25 years of combined experience as financial professionals in Winchester Virginia, we understand that financial planning entails more than just management of finances. We believe it’s the successful management of assets to pursue your objectives and set up your future.
Meet our team:
LPL Registered Sales Assistant
Amy Flores Velasquez is a Winchester native. Committed to helping others.
John Clawson is a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor in Winchester VA. He is committed to assisting his clients in making informed financial decisions to pursue their future goals and objectives.
*Shenandoah Valley Financial Services is located in the city of Winchester in Frederick County, VA. We serve as financial consultants to clients in the Mid-Atlantic Region primarily in the states of VA, MD, DC, FL, NC, SC, PA, and WV.