Your Financial Consultants in Winchester, Virginia

We are committed to offering sound financial planning and investment management solutions to help people prosper. With almost 25 years of 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:

Amy Flores Velasquez , ChFC®

Financial Consultant

(540) 662-4642

Amy Flores Velasquez is a Winchester Virginia native. As a fiduciary financial consultant, Amy is passionate about helping others pursue their financial goals.

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Brittany Russell

Client Relationship Manager

(540) 662-4642

Brittany Russell is a native of Winchester, Virginia and a graduate of James Wood High School (Class of 2008). She attended Laurel Ridge Community College from 2008 - 2011. Brittany joined Shenandoah Valley Financial Services in March...

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*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.