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About Us
CLIENT INTRODUCTION



Clients
ADVISOR INTRODUCTION



Services
CONTACT INFORMATION

 

 

WHAT IS YOUR DREAM? WHAT DRIVES YOU?

 

Our insurance and financial services agency was started in 1989 by Ron and Charlene Dortch. Our dream and what drives us is living a life of purpose and doing our part in "protecting the American Dream". Our offices are located in Richmond, VA.

Our passion was and continues to be to serve others by helping them improve their lives and working with numbers and finance. Over the years, we have helped families, businesses and individuals with all aspects of their financial picture including increasing their cash flow, net worth, wealth accumulation, college planning, risk management, debt elimination, and planning retirement. We are independent agents. This decision helps us to shop the market on our clients' behalf to find the most appropriate products for them.

We subscribe to the Four Way Test developed by Rotary International: Is it the truth? Is it fair to all concerned? Will it build good will and better friendships? Will it be beneficial to all concerned? Clients really appreciate the fact that when we work with them it is about them. It is not about a product or our company. It is about the mission. They like having space to decide without pressure. After you have a chance to review this site, we welcome the opportunity to speak with you further.

CONTACT
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Securities offered through HBW Securities LLC, Member www.FINRA.org / www.SIPC.org. Investment Advisory services offered through HBW Advisory Services LLC. HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA 93063, (800) 473-3856. Ron Dortch is a Registered Representative and an Investment Advisor Representative. HBW Insurance & Financial Services, Inc., HBW Securities LLC and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.

All products are not represented by HBW. All HBW agents do not sell all products offered through the HBW Insurance & Financial Services, Inc. network of products and/or providers. Although Ron Dortch is a part of the HBW Insurance & Financial Services, Inc. marketing system, he is a separate and independent agency.

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