The Mainsail Group of Truist Investment Services, Inc. The Mainsail Group of Truist Investment Services, Inc.

The Mainsail Group of Truist Investment Services, Inc.

10 Franklin Rd SE

2nd Floor,

Roanoke, VA 24011-0008

Who we are

As your Financial Advisors, we help to identify a client's personal financial goals, personal tolerance for risk, and listen to what is most important to each client.

We leverage the strengths and experience of each member of our team to deliver a friendly, client centric, and comprehensive investment planning program designed to help clients address their unique financial service goals and needs.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Once we have an understanding of the current situation and desired goals, our team will go to work studying, analyzing, and modeling strategies and solutions that are designed to help clients build, manage, protect, and transition their wealth.
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