Skip to main content
menu
  • Home
  • About
    • Our Process
    • Our Philosophy
    • What You Can Expect
    • Professional Designations
    • Meet Our Teams
      • Fredericksburg Team
      • Richmond Team
      • Roanoke Team
  • Our Services
    • Financial Strategies
    • Retirement Planning
    • Estate Planning & Charitable Giving
    • Risk Management & Insurance
    • Asset Map
  • Resources
    • Equitable Advisors & You
    • My Wharton Experience
    • Beneficiary Resources
    • Account Registration
  • Articles
  • Contact
  • Account Access

Richmond Team

Joshua M. Alloway CFP®

Senior Partner
540-604-5690
joshalloway@communityfg.net

David C. Stables IV CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional
804-287-0228
davidstables@communityfg.net

William T. Mears CFP®

CERTIFIED FINANCIAL PLANNER™ professional
540-604-5690
willmears@communityfg.net

Peter S. Switzer

Financial Professional
804-287-0206
peterswitzer@communityfg.net

Kaitlyn Alloway

Administrative Assistant
804-287-0241
kaitlynalloway@communityfg.net

Let's talk to find out how we can help you reach financial freedom

We're here to help you navigate through this unprecedented time. Read Perspectives on the market and COVID-19

About Us

We are dedicated to providing investments and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted financial resource.

 

Office Location

Fredericksburg Office

107 Amelia St.
Fredericksburg, VA 22401
540-604-5690
clientcarecfg@communityfg.net

Richmond Office

7231 Forest Ave. Suite 300
Richmond, VA 23226
804-288-1100
kaitlynalloway@communityfg.net

Roanoke Office

418 1st St. SW
Roanoke VA, 24011
540-342-7890
korifalcon@communityfg.net

Resources

  • Account Access
  • Contact
  • Privacy Policy

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Community Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-163213 (2/22) (Exp. 2/26)

Link to equitable.com

Privacy Policy

Contact Us

© 2024 Community Financial Group All rights reserved.