Old Dominion Investment & Retirement Advisors. (ODIRA) works with Acorn Financial Advisory Services (AFAS) and Great Point Capital to offer investment and insurance products, including: Individual Stock and Bond portfolios, access to Institutional Class Money Managers, Wealth Management, Portfolio Management, Investment Advisor services, Mutual Funds, IRAs, Rollover IRAs, Roth IRAs, Fixed Tax Deferred Annuities, Indexed Annuities and Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance and Employee Benefit plans including employer sponsored Retirement options like 401k Plans, 403b Plans, Profit Sharing Plans, Simple Plans and SEP plans.
Old Dominion Investment & Retirement Advisors was established by Donald L. Unger in the Richmond area in early 1991. Mr. Unger started in the financial industry in 1981, when the Dow was only at 800(!!). While working at E.F. Hutton, Mr. Unger earned his Masters Degree in Financial Services and was a member of their National Financial Planning Council. Mr. Unger has earned the Accredited Investment Fiduciary (AIF) designation and is licensed as an Investment Advisor Representative of Acorn Financial Advisory Services (AFAS). The idea behind the formation of ODIRA was simple. At ODIRA we believe that having a Financial Plan can be a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where ODIRA and our founder, Donald L. Unger comes in.
Donald L. Unger is a licensed professional, an Investment Advisor Representative a certified Accredited Investment Fiduciary and whether you are just starting out or getting ready to retire, he can draw on years of financial experience when creating a strategy customized for you. Whether your concern is making sure you have enough insurance to protect you and your family in case of a long term disability or pre-mature death, or making sure that you can accumulate enough assets to enjoy a long and happy retirement, or finally, making sure that you can pass along to your heirs as much as possible from your estate while minimizing taxes, Don can help you. Through the use of consultative services, and choosing from our large selection of products and services, Don can find the right combination of investment and insurance products to help you work to achieve your goals and protect your family. Don is proud to work with Acorn Financial Advisory Services (AFAS) to help his clients work toward reaching their financial goals.
Donald Unger would like to add you to his list of satisfied customers here in the Richmond Virginia area, including Henrico Country, Hanover County, Chesterfield County, Goochland County or Powhatan County. Call to set up a no obligation consultation or insurance quote.
Donald L. Unger has been married for thirty-five years and has two grown children. Donald gives back to his community by donating 20–30 hours of his time each month to help the sick and injured in Henrico County thru his work as a volunteer Paramedic with the Tuckahoe Volunteer Rescue Squad where he has been a member since 1973. Don even appeared in an episode of "Rescue 911" hosted by William Shatner in 1995.
Appointments are available in the main office, or if it is more convenient Don will come to your office or home Monday-Thursday 9:00 AM – 5:00 PM, Fridays from 8:30 – noon. Evening and Saturday appointments are available by request.
Old Dominion Investment & Retirement Advisors, is not a subsidiary of nor controlled by Acorn Financial Advisory Services (AFAS) or Great Point Capital, LLC. Advisors. Securities offered through registered representatives of Great Point Capital, LLC, Member FINRA, IEX, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), an SEC registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of GPC, which is otherwise unaffiliated with AFS and AFAS.
Serving clients in Amelia county, Chesterfield County, Goochland County, Hanover County, Henrico County, Louisa County, New Kent County, Powhatan County, Ashland, Charlottesville, Mechanicsville, City of Richmond, City of Petersburg, Colonial Heights, Newport News, Tappahannock, James City County, Williamsburg and more....