Please Call Us

To speak with one of our agents in Petersburg,
Please Call Us:

Phone: (804) 862-1585
Toll free: (800)222-1691

Monday-Friday: 8:30 am and 5:00 pm.

To speak with one of our agents in Dinwiddie,
Please Call: (804)469-7812.

Financial Services

Appomattox Insurance & Financial Services, Inc offers businesses and individuals financial services. We work with you to find a strategy appropriate for your needs. We are always happy to provide you with a review and comparison of your current risk management and financial planning programs:

Retirement Planning

  • Self Directed IRA Plans
  • Pension & Profit Sharing
  • Qualification Plan Review
  • IRAs
  • 401(k) Plans
  • 403(b) Plans
  • Rollovers

Equity Investments

  • Mutual Funds
  • Stocks
  • Variable Annuities


  • Life Insurance
  • Variable Life
  • Long-Term Care

Fixed Income Products

  • Corporate and Municipal Bonds
  • Unit Investment Trusts
  • Treasuries
  • Brokered CDs
  • Fixed Annuities


  • How To Help Save Money
  • How to Potentially Reduce Taxes
  • Education Funding
  • Charitable Giving
  • Estate Analysis

Appomattox Insurance & Financial Services uses Investment Centers of America as its broker dealer. You can find more about this organization at their website,

Securities, advisory services and insurance products are offered through Investment Centers of America, Inc (ICA), member FINRA / SIPC and a Registered Investment Advisor, and affiliated insurance agencies. ICA does not provide tax or legal advice. Appomattox Insurance and Financial Services, Inc. and ICA are separate companies.

ICA Privacy Policy
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

We are registered to offer securities in the following states: AL, FL, IL, MA, MT, NC, NY, TX, VA