Financial Services

Investology Inc. is a registered trademark advisor with the State of Virginia and pursuant to pertinent laws and regulations.

Investology Advisors offers a group of financial services for individuals and families.

Our financial services include:

Individual Services

  • Traditional IRAs
  • Roth Conversions and Contributions
  • Rollover Contributions from Employee Sponsored Plans Business Services

Business Services

  • Defined Benefit Plans
  • SEP IRA
  • SIMPLE IRA
  • Keoghs
  • Establishing a 401(k) or 403(b) plan

College Savings Plans

  • 529 Plans
  • Coverdell Education Savings Account (CESA)
  • UGMA/UTMA Account