Financial Services | VA WV TN NC Retirement Planning

Providing tailored investment planning and personalized financial services

It all starts with a conversation. We take time to understand where you are and where you want to be, assessing your goals, time frame and risk tolerance. Our advisors develop a financial plan based on sound strategy that supports your philosophy and objectives.

Through our partnership with Osaic Institutions, you can access to a diverse range of financial and wealth management strategies, including Retirement Planning and College Savings Strategies, Individual Stocks and Bonds, Mutual Funds, Annuities, and various insurance options, such as Long-Term Care Insurance.

We have carefully chosen this alliance to provide you with a comprehensive array of products and services, all centered around common-sense investment strategies. As changes occur in your life, we'll adjust your approach to meet your needs, always providing the attentive service you deserve.

Meet the Team

Christene H. "Chris" McNew

Associate Financial Advisor, Osaic Institutions, Inc.

350 W. Main Street
Abingdon, VA 24210

Mailing Address
PO Box 69
Abingdon, VA 24212

Contact Christene
chris.mcnew@osaicinstitutions.com
Phone: (276) 628-7032
Fax: (276)619-3428

Joe E Waters, II

SVP/Executive Director Financial Services, New Peoples Bank
Financial Advisor, Osaic Institutions, Inc.

350 W. Main Street
Abingdon, VA 24210

Mailing Address
PO Box 69
Abingdon, VA 24212

Contact Joe
joewaters@osaicinstitutions.com
Phone: (276) 628-2543
Fax: (276) 525-1721

Lucas Kalber

Financial Advisor, Osaic Institutions, Inc.

350 W. Main Street
Abingdon, VA 24210

Mailing Address
PO Box 69
Abingdon, VA 24212

Contact Lucas
lucas.kalber@osaicinstitutions.com
Phone: (276) 628-7032
Fax: (276) 619-3428

Disclosure

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Osaic Institutions U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/ SIPC. New Peoples Financial Services is a trade name of New Peoples Bank. Osaic Institutions and New Peoples Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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