Broker Check

Dan Neice

MBA, CFP®

Financial Advisor

757-431-2929 x121

2901 South Lynnhaven Road
Suite 100
Virginia Beach, VA 23452

Investment Management

Whether opening your first IRA, needing to rollover retirement accounts from past employers, getting ready to retire, or simply desiring Professional Management of your investments.

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Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals. 

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Questions? Let's connect

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