Josh Werle, Financial Advisor

FINANCIAL ADVISOR
Josh Werle

CFP®, AAMS®
5 West Back Street Suite 102, Fincastle, VA 24090opens in a new window
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Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Sherry Callahan
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(540) 473-3640

Fax

(877) 395-8194

Office Address

5 West Back Street Suite 102
Fincastle, VA 24090opens in a new window

Mailing address

P O Box 767
Fincastle, VA 24090

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