- Middleburg Investment Group - Middleburg Trust Company
- Middleburg Investment Advisors
Middleburg Investment Group
Middleburg Investment Group offers access to a full range of financial products with the quality personal service you have grown to expect from us. Financial planning is available that can help you prepare for retirement, pay education expenses, plan your estate and meet other financial objectives. Investment products offered include stocks, bonds, mutual funds, fixed and variable annuities, U.S. Treasuries, tax-free municipal bonds and Federal Agency Securities. Our financial consultants can help you integrate your investments from money markets to 401(k) plans to stock options financing and assist you in achieving your financial goals. Whether you're just starting to invest or are already retired, call us at 703-737-3434 or email investmentservices@middleburginvestments.com for an appointment to discuss your unique situation.
Additionally, Middleburg Investment Group can help with the following.
- Employee Retirement Plans - Establish a retirement program that allows you and your staff to plan for retirement, while helping you attract and retain talented employees. Our full range of retirement plans include 401(k) Plans, 403(B) Plans, SEP and Simple Plans, Profit-sharing and Pension Plans, and Non-Qualified Deferred Compensation Plans
- Insurance Plans - Life plans can be arranged for you and your employees, based on your specific needs. Disability plans, including short-term, long-term, and integrated disability programs are also available.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other federal government agency 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.
Middleburg Trust Company
Middleburg Trust Company provides fiduciary and investment management services to individuals, institutions, and foundations. Headquartered in Richmond with offices in Middleburg and Williamsburg, Middleburg Trust (formerly Tredegar Trust Company) has serviced clients throughout Virginia since 1994. With trust power granted by the Commonwealth of Virginia, they may serve clients in the capacity of executor, trustee, custodian or agent. Middleburg Trust employs a "Growth at a Reasonable Price" investment style mandate with portfolios custom-tailored to each client's specific needs. Personal appointments may be made to discuss your individual needs by calling 540-687-4805 or 804-644-2848.
Visit Middleburg Trust Company
Read about What You Need to Know as an Executor of an Estate
Read about The Revocable Living Trust - The Flexible Way to Protect Your Assets
Middleburg Investment Advisors
Middleburg Investment Advisors specializes in fixed income securities, taxable and tax-exempt, and invests primarily in investment grade issues. For stock selections, a value strategy is used with no limitation on the market capitalization of selected companies. Their clients include individuals and trusts, corporations, associations, foundations and pensions. Middleburg Investment Advisors (formerly Gilkison Patterson Investment Advisors) is located in Alexandria, Virginia. Personal appointments may be made to discuss specific investment objectives by calling (703) 931-1366.
Middleburg Trust Company and Middleburg Investment Advisors, Inc.
are wholly owned subsidiaries of Middleburg Financial Corporation
