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Investments & Financial Planning

Park View Advisors

At Park View Advisors, we take a consultative approach to financial planning—whether you’re just starting your journey or you’re a seasoned investor. From retirement planning and investment guidance to establishing trusts and estate planning, our team is here to answer your questions and help you feel confident about your financial future. And the best part? Your first consultation with a Park View Advisor is completely free.

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Plan for Your Future with a Park View Advisor

Park View Advisors helps you create a plan for your finances with confidence. We work with you to create a simple plan that covers your budget, savings, insurance, and retirement goals. Whether you’re saving for the future or seeking to protect what you’ve worked hard for, our team is here to support you every step of the way.

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    Retirement

    From IRAs, rollovers (401k, IRA, etc.) and beyond, receive personalized guidance from our financial professionals to help formulate your retirement or savings plan.
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    Investment Management

    A Park View Advisor can help you to identify your needs, create a personalized strategy, and monitor your portfolio's performance to help you stay on track.
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    Estate Planning

    Preparing for the unexpected now is the best way to ensure you’ve covered what matters most. Let our dedicated team of financial professionals guide you.

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    Insurance Planning

    A Park View Advisor can help you assess your specific needs, recommend coverage options, and ensure your insurance strategy supports your overall goals.

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    Education Planning

    It’s never too early to start planning for higher education expenses. We can help you plan and save for a child’s future educational needs.
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    Investment Business Solutions

    We offer SEP IRAs and 401(k) plans to help you build financial security and attract top talent. Our advisors work with you to create a strategy that fits your business goals.

Meet Our Team

Park View Advisors

Our Financial Advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a complimentary, no-obligation meeting.

Debbi Watcher Square

Debra (Debbi) Wachter, CFP®1,3

Certified Financial Planner®1,3
Financial Advisor

(540) 564-6111

debra.wachter@ceterawealth.com

Melinda Square

Melinda Walton, RICP®2

Retirement Income Certified Professional®2
Financial Advisor

(540) 564-6111

melinda.walton@ceterawealth.com

Cindy Square

Cindy Smoker

Office manager

(540) 564-6111

cindy.smoker@ceterawealth.com

Kristina Showalter

Kristina Showalter

Administrative Assistant

(540) 564-6111

kristina.showalter@ceterawealth.com

 

Learn more about Park View Advisors by visiting their independent website at www.parkviewadvisors.org, or stop by their office at 1675 Virginia Ave, Suite C, Harrisonburg, VA 22802.

Check the background of this firm on FINRA's BrokerCheck.

 

1, 2Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC, a broker-dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
1675 Virginia Ave Ste C, Harrisonburg, VA 22802
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
3CFP Board owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certificate requirements.
This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
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