Who We Are
Members contribute nominal money to a Partnership to provide the capital with which to invest through a Brokerage account. Attendance at the monthly meetings and participation in the research, examination and evaluation of stocks is expected of each partner and each partner has a vote to hold, buy or sell a stock. Experience is helpful but not required for membership. Participation is also on the social side.
Financial Planning: The local firm, Barrett-Johnson and Associates, Ameriprise Financial, offers a free and confidential one-hour financial consultation. The consultation can cover investments, tax planning, estate planning or advice on other financial matters. Call the front desk to arrange an appointment.
Who We Serve
Languages Spoken
English
Service Area(s)
Albemarle County
,
Charlottesville City
Cost & Payment Methods
Fee Structure
Call for Information
Family
No
Other Eligibility Criteria
Age 50 and older. Those wanting to have fun and invest
Available 24/7
No
Additional Availability Comments
During Winter hours from December 1st - February 28th, Tuesdays will close at 6:30 pm.
Intake Process
Contact The Center
Self Refer
Yes
Provider Refer
Yes