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Our Services

Through an association with Infinex Investments, Inc., Botetourt Financial Services is able to offer access to Wall Street investing right here at home. Each client will receive a free review and assessment of his or her financial goals, and asset review. Once we gain full understanding of your needs we will be able to provide recommendations and solutions to help you achieve your goals

  • Mutual Funds
  • Money market funds
  • Short, intermediate, and long term bond funds
  • Government bond funds
  • Balanced funds
  • Income stock funds
  • Growth stock funds
  • Aggressive stock funds
  • International funds
  • Stocks
  • Government, Corporate and Municipal bonds
  • Options
  • Unit Investment Trusts (UITs)
  • Self-Directed IRAs
  • Roth IRAs
  • 529 College Savings Plans
  • Investment Advisory Accounts
  • Asset Allocation Accounts
  • Fixed Annuities
  • Variable Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Unit Investment Trusts (UITs)
  • Self-Directed IRAs

Retirement Planning

Your retirement will most likely be the largest expense of your lifetime and how you plan for it will affect your quality of life for 20 years or more.

Are You:

  • Looking to review or start a retirement plan?
  • Retiring soon or considering early retirement?
  • Looking to consolidate IRAs & retirement plans? (There are new rules!)
  • Rolling over an IRA?
  • Looking to shelter more assets from taxes?
  • Looking for penalty-free IRA withdrawals prior to age 59 ½? (under rule 72(t))

Please contact our Financial Advisor, Amanda Robinson at (540) 591-5060 or by email arobinson@infinexgroup.com to schedule a free confidential consultation. She can develop a plan to fit your needs and incorporate the latest strategies to reach your goals.

Concerned About Taxes*?

Are you:

  • Paying taxes on your Social Security?
  • Paying too much personal income tax?
  • Self-employed or a small businessperson looking for the most effective way to save on taxes and shelter money for retirement?
  • Want to save for a child's education in a tax efficient manner?
  • Concerned about the tax implications of your estate?

By meeting with our Financial Advisor, you can find out about current strategies to help lower your taxes. The following are some of the products and services:

  • Tax-deferred fixed annuities
  • Immediate annuities
  • State & Federal tax-free municipal bonds (individual bonds & bond mutual funds)
  • 529 College Savings Plans
  • "Single K" & SEP retirement plans (and many others)
  • Variable annuities and Variable Universal Life Policies
  • Estate planning services

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Important Information

Securites offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Botetourt Financial Services is a trade name of the bank. Infinex and the bank are not affiliated.


  • NOT A DEPOSIT
  • NOT FDIC-INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY THE BANK
  • MAY GO DOWN IN VALUE
* We do not provide tax advice. Please consult your tax advisor.

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