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Financial Planning Services

At BSV Financial Services, you're more than an account number - you're our neighbor. Unlike big brokerage firms, we take the time to listen, answer your questions, and design strategies around your life, not a template.
Talk to a Local Financial Advisor
Financial planning consultation at BSV

Personalized Planning. Local Guidance. Real Results.

You'll get access to the same investment and brokerage services offered by national firms - with the added benefit of local guidance, personal attention, and a relationship that always puts your best interests first.

Why Work with BSV Financial Services?

Local advisor who know you by name, not just your portfolio

A personalized approach tailored to your goals and comfort level

Straightforward answers - no jargon, no confusing sales pitches

A partner who's invested in the success of our neighbors and community

Meet Amy Grieves.

With more than 20 years of experience in financial planning, Amy Grieves brings both expertise and heart to every client relationship. Known for her ability to simplify complex concepts, Amy takes pride in making financial planning approachable. She listens closely, designs tailored strategies, and helps clients feel confident in the decisions that shape their futures. Beyond her professional work, Amy is a dedicated volunteer with Veterans & Athletes United, reflecting her passion for serving others both in and out of the office.

Credentials & Licenses:
  • Certified Financial Planner® (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • FINRA Series 7, 6, 63 & 65
  • Licensed Life & Health Insurance Agent (VA, NC, FL, IL & ME)
Amy Grieves financial planning portrait

Comprehensive Financial Planning

Our team provides access to professional financial planning, including:

Tax-Deferred Investing

Invest for potential growth while deferring taxes

IRA Rollover Options

Transition retirement funds smoothly and securely

College Fund Planning

Save for your child’s future education with confidence

Retirement Planning

Build a strategy for the life you want after work

Asset Allocation Strategies

Balance risk and return for long-term growth

Systematic Investing

Invest steadily and strategically over time

Start Planning Your Future Today

Contact BSV Financial Services for a free, no-obligation consultation. We'll review your goals, answer your questions, and create a plan to help you build the future you envision.
Talk to a Local Financial Advisor

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. BSV Financial Services is a trade name of BSV. Osaic Institutions and BSV are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.