Kristi Daniel

Williamsburg Financial Group, located in Williamsburg, VA, is a fiduciary financial advisory firm specializing in goals-based financial planning, wealth management, legacy planning, and insurance planning. With a focus on providing best-in-class advice and services, the team leverages their extensive experience to navigate volatile markets and evolving financial landscapes. The firm adopts a comprehensive four-step planning process that includes detailed discovery meetings, thoughtful recommendations, hands-on implementation, and consistent monitoring to ensure clients' financial plans adapt to both external changes and personal life developments. Their commitment to supporting and educating clients—from first-time investors to retirees—underscores their mission to serve as trusted advisors in achieving financial success. Generated from the website

BayPort Credit Union, founded in 1928 by a group of shipyard workers in Newport News, has evolved into a trusted financial institution managing $2.4 billion in assets and serving over 152,000 individuals and businesses across the Virginia Peninsula and Southside communities. As a rated Superior 5-Star Credit Union by Bauer Financial, BayPort is dedicated to providing low-interest loans, financial education, and a variety of banking services tailored to meet the needs of its members. With a commitment to empowering members, BayPort offers innovative products such as high-yield checking accounts, cash back rewards, personal loans, and comprehensive financial wellness resources. Their mission focuses on helping members achieve financial success through personalized support and a strong community connection. Generated from the website

BayPort Credit Union, founded in 1928 by a group of shipyard workers, has evolved into a trusted financial institution with a reputation for excellent service, managing $2.4 billion in assets and serving over 152,000 members across the Virginia Peninsula and Southside communities. Recognized as a Superior 5-Star Credit Union by Bauer Financial, BayPort offers a variety of banking services designed to empower individuals and businesses to achieve their financial goals. Under the leadership of dedicated professionals like Branch Manager Christina Valentin, BayPort emphasizes financial education and community support, ensuring that members have access to a range of products including checking accounts, loans, and savings options. With a commitment to fostering financial wellness, BayPort aims to help its members be happy, healthy, and financially wise for life. Generated from the website