Joel Marks
Joel Marks
ChFC CLU
Financial Advisor
(540) 785-4315
4531 Spotsylvania Parkwa
Fredericksburg, VA 22408
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a Financial Advisor located at Virginia Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent. 

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . .

  • University of Iowa, Iowa City, Iowa
  • American College, Bryn Mawr, PA
Personal . . .
  • Married, 6 children, 7 grandchildren and 1 great grandchild, 2 dogs, 1 cat and 3 horses

Professional Services
  • Financial Planning
  • Wealth Preservation
  • Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Long Term Care Insurance
  • Charitable Giving Strategies
  • Investment Management
  • Investment Management for Seniors