Meet Our Experienced Team
Our mission at F&M Financial Services is to provide exceptional wealth management services to the Shenandoah Valley community. We strive to build lasting relationships with our clients by understanding their unique financial goals and needs. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning, investment management, and retirement planning services that help our clients achieve their financial objectives. We are committed to providing transparent and trustworthy advice, and we work tirelessly to ensure our clients’ financial success and peace of mind.
Meet Our Wealth Management Team
Calan Jansen
Osaic Institutions Financial Advisor
Phone: 540-325-5642
Email Calan
Recent Wealth Management News
Broadridge Annual Market Review 2024
Annual Market Review 2024
Overview
The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoil…
What’s New for 2025?
To help you stay informed, here are five changes you can look forward to in the new year.
Higher catch-up contributions for some. As of January 1,…
Choosing a Beneficiary for Your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits,…