V

Vested Partners - Robyn Ellis and David Ellis

(on 2nd)
Financial and Investment Services in Salem, VA
Financial and Investment Services
Lawyers and Law Firms

Hours

Monday
8:30AM - 4:30PM
Tuesday
8:30AM - 4:30PM
Wednesday
8:30AM - 4:30PM
Thursday
8:30AM - 4:30PM
Friday
8:30AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

300 E. 2nd St.
Salem, VA
24153

About

Vested Partners is a multi-family office providing legal, financial, fiduciary, and insurance services. Robyn Smith Ellis is a wills, trusts, estates, and elder law attorney. David W. Ellis is a Certified Financial Planner (tm) and provides financial planning and investment management.

Photos

Vested Partners - Robyn Ellis and David Ellis Photo

Latest

Are your wills, powers of attorney, and medical directives in order? We offer meetings by video and audio conference and “drive by” document signing. We can also come to you. https://www.vestedmfo.com/
Bravo! GOODMORNINGAMERICA.COM 91-year-old professor goes viral as he 'embraces virtual teaching like a boss' Good Morning America September 23 at 8:10 AM ·
Good Morning America September 23 at 8:10 AM ·
CBS Sunday Morning September 13 at 10:04 AM · Last month 72-y0 Gloria Scott called John Kinney, an electrician in Woburn, Mass., to fix a ceiling fixture. But he soon discovered Scott's house was in total disrepair, So, Kinney returned and started repairing her home for free. Steve Hartman reports.
We can help you tackle your personal business affairs. Financial planning, retirement planning, wills, trusts, life insurance, long term care insurance... We do it all in one place. Call for an appointment 540 389-6060. vestedmfo.com
For documentary lovers, we just discovered this compelling look at the struggle to prepare a disabled adult child for your own demise. 92 year old Mimi and 64 year old Dona. http://mimianddonamovie.com/ Now on Amazon Prime. MIMIANDDONAMOVIE.COM Mimi and Dona | Home
Growing Bolder October 12 at 10:32 AM ·
Congratulations to Salem’s newest married couple, Elizabeth and Chris!
We are dressing things up. Someone is getting married on the porch this week! ❤️
Don’t tell our geraniums it’s November!
This view out of Robyn’s office window won’t last long
Want to talk about the birds and the bees? We do! No, not THAT birds and bees talk. We call another awkward conversation you have with your parents “the birds and the bees, part 2.” It’s that talk everyone should have with their aging parents to discover what plans they have made for their future. Nobody looks forward to talking about the birds and the bees (part 1 OR part 2), but it’s a conversation you shouldn’t ignore. How would you help your parents if they suddenly became ill? Do they have a will, trust, and powers of attorney? Who do they want making decisions for them? What kind of medical care would they want if they have a terminal illness? What financial arrangements have they made if they need nursing home care? Do they want to be buried or cremated? If discussing nursing homes and funerals with your parents has you breaking out in cold sweats, let us help. We can facilitate this conversation and make it easier for everyone. We ask the hard questions, and work through the issues to help you and your parents arrive at the solutions that work best for your family. We can help broach this difficult subject with your parents. We specialize in providing peace of mind. Call us. Vested Partners - Robyn Ellis and David Ellis
Now it's easier to call Vested Partners - Robyn Ellis and David Ellis.
When dementia or other disabling condition strikes your family, the stress is overwhelming. We know. We are caregivers for our aging parents. Trying to solve your parents’ legal and financial problems when you are exhausted by helping them with their activities of daily living can feel impossible. We can lessen some of the burden by answering your questions and finding solutions for tough issues like paying for nursing home care (Medicaid planning) and adult guardianships. Consults by phone or video conference with Robyn Ellis, an AV Preeminent® attorney rated by Martindale-Hubbell®. All inquiry calls returned same business day. vestedmfo.com 540 389-6060
Cookie cutters - great for baking, not so great for estate documents and investment portfolios. Talk to our Attorney and Certified Financial Planner (R) team about your individual circumstances. Located in Salem. vestedmfo.com Vested Partners - Robyn Ellis and David Ellis

Information

Company name
Vested Partners - Robyn Ellis and David Ellis
Category
Financial and Investment Services

FAQs

  • What is the phone number for Vested Partners - Robyn Ellis and David Ellis in Salem VA?
    You can reach them at: 540-389-6060. It’s best to call Vested Partners - Robyn Ellis and David Ellis during business hours.
  • What is the address for Vested Partners - Robyn Ellis and David Ellis on 2nd in Salem?
    Vested Partners - Robyn Ellis and David Ellis is located at this address: 300 E. 2nd St. Salem, VA 24153.
  • What are Vested Partners - Robyn Ellis and David Ellis(Salem, VA) store hours?
    Vested Partners - Robyn Ellis and David Ellis store hours are as follows: Mon-Thu: 8:30AM - 4:30PM, Fri: 8:30AM - 4:00PM, Sat-Sun: Closed.