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Wealth Preservers Group, LLC

128 Bellview Ave Suite 101
Orange, VA 22960

Phone:

Phone: 540-672-0046 - Toll Free: 888-269-9697

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Our Focus Is What Makes Cents

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Our Firm

Wealth Preservers Group LLC is a financial services firm that has been doing business in the Atlantic Coast and Southeastern Regions of the United States for more than 25 years. Our staff is dedicated to helping individuals, families and businesses build and protect their financial futures. Click the links at the top or bottom of this home page to discover a multitude of financial resources, such as: newsletters, calculators, personal and business organizers, available products, and services offered.

Our Services

Our investment securities are brokered through Cambridge Investment Research Inc., a Broker-dealer. Also, we also offer individual and business, health, life and disability insurance products. Each individual, family, or business has its own special needs; with the access to a wide variety of advisory services and financial products, we can design programs to fit most any financial need. Our areas of expertise include, but are not limited to, Needs Analysis and Plan Implementation in the areas of Business Continuation and Employee Benefits, Estate Protection, Income Replacement with Long Term Care Protection, Retirement Planning, and Educational Funding.

About Rick

Richard (Rick) Aldridge, owner of Wealth Preservers Group LLC, has been a resident of Orange, Virginia for the past 20 years. His office is located at 128 Belleview Ave, Suite 101 in historic downtown Orange. Rick grew up in Florence, Alabama and attended The University of North Alabama, majoring in Economics and History. Rick built his successful financial services practice the old fashion way with hard work, common sense solutions, and great customer service. Rick, a very civic minded person, is a member of two local Lions Clubs, the Chamber of Commerce, the Orange Downtown Alliance, and the Better Business Bureau. Please do not hesitate to give Rick a call for a free financial consultation regarding your personal and business planning needs. Rick can be reached locally at 1-540-672-0046, toll free 1-888-269-9697, and via email rick@wealthpreserversgroupllc.com

Check the background of this firm on FINRA BrokerCheck

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Shows how transfer-on-death designations help avoid probate costs.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This calculator can help you determine how soon you can pay off your mortgage.

Estimate the future value of your current savings.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck