Financial health advisor in Norfolk, VA
13 results found
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Justice-Killam Insurance & Financial Service, Inc.
● OpenJustice-Killam Insurance & Financial Service, Inc. is a reputable insurance agency located at 6330 North Center Drive in Norfolk, Virginia, United States. With a commitment to providing top-notch insurance and financial services, our dedicated team of professionals is here to help you protect what matters most. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Trust Justice-Killam Insurance & Financial Service, Inc. to provide you with peace of mind and financial security.
6330 N Center Dr STE 140, Norfolk, VA 23502, United States -
Merrill Lynch Financial Advisor Christopher J Coffing
● OpenMerrill Lynch Financial Advisor Christopher J Coffing is located at 999 Waterside Drive in Norfolk, Virginia, United States. Christopher Coffing is a Senior Vice President, Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management, focusing on creating customized wealth management strategies, equity markets, and money management. Christopher is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing his own personalized or defined strategies. He holds two degrees and maintains Series 7, 63, and 65 FINRA registrations, as well as his Life and Health license. Christopher is dedicated to providing overall financial solutions for high net worth investors based on each client's goals and risk tolerance. As a family man, he is actively involved in the community and is a member of the Norfolk Yacht & Country Club. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution believes in focusing on clients' priorities, goals, and family dynamics to create a financial approach that aligns with their aspirations. Clients' life and goals change over time, and Merrill Lynch Wealth Management has tools to help track these changes and reflect them in their financial approach. Christopher's mission is to understand each client and what matters most to them, in order to design and implement a personalized plan to help them pursue their financial goals and manage investment risk. The institution is dedicated to helping clients stay on track to achieve what's most important to them, by regularly reviewing goals and progress made towards reaching them. Merrill Lynch Wealth Management Advisors work to sort through the financial complexities of clients' lives, helping them build a customized investment approach to address their needs and pursue their goals.
999 Waterside Dr Suite 1100, Norfolk, VA 23510, United States -
Dukes Financial LLC
● OpenDukes Financial LLC is a leading finance institution located at 400 North Center Drive in Norfolk, Virginia, United States. With a strong reputation for providing expert financial services, Dukes Financial LLC offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and top-notch customer service. Contact us today to learn more about how Dukes Financial LLC can help you secure your financial future.
400 N Center Dr Bldf 3 Suite 212, Norfolk, VA 23502, United States -
Merrill Lynch Financial Advisor Michelle L. McCoy
● OpenMerrill Lynch Financial Advisor Michelle L. McCoy, located at 999 Waterside Drive in Norfolk, Virginia, offers personalized financial services to executives, helping them manage stock positions and navigate important life events such as retirement or business sales. Michelle provides access to Bank of America Private Bank trust and estate planning services, as well as credit and lending solutions. She works closely with clients' outside advisors to coordinate financial and legacy plans. Michelle follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, she creates customized financial plans based on clients' goals and priorities. By understanding clients' investment preferences and goals, Michelle tailors financial approaches to help them achieve their objectives. She believes in building long-term relationships with clients, providing ongoing support and adjustments to financial strategies as needed. Michelle is registered to do business in multiple states and offers a range of financial services, including investment advice and financial planning.
999 Waterside Dr Suite 1100, Norfolk, VA 23510, United States -
Aldridge/Cvitanovich - UBS Financial Services Inc.
● OpenAldridge/Cvitanovich - UBS Financial Services Inc. is a reputable finance institution located at 440 Monticello Avenue in Norfolk, Virginia, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help their clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Aldridge/Cvitanovich - UBS Financial Services Inc. is committed to helping you succeed.
440 Monticello Ave 20th Floor, Norfolk, VA 23510, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a comprehensive financial, health, and insurance agency located at 5471 Bayberry Drive in Norfolk, Virginia, United States. Our team of experts specializes in helping individuals and families plan for long-term care needs, navigate the complex world of health insurance, and secure their financial future. With personalized solutions and top-notch customer service, LTC Financial Partners is dedicated to providing peace of mind and security for all our clients.
5471 Bayberry Dr, Norfolk, VA 23502, United States -
Charles M. Roberts Jr., CFP® - UBS Financial Services Inc.
● OpenCharles M. Roberts Jr., CFP® - UBS Financial Services Inc. is a reputable finance institution located at 440 Monticello Avenue in Norfolk, Virginia, United States. As a Certified Financial Planner, Charles M. Roberts Jr. and his team provide expert financial services to help clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of the team at Charles M. Roberts Jr., CFP® - UBS Financial Services Inc.
440 Monticello Ave 20th Floor, Norfolk, VA 23510, United States -
Andrew Irwin Horowitz
● OpenAndrew Irwin Horowitz is a reputable dentist located at 7400 Granby Street in Norfolk, Virginia, United States. This health institution is dedicated to providing top-quality dental care to patients of all ages. Dr. Horowitz and his team offer a wide range of services, including preventative care, restorative treatments, and cosmetic procedures. With a focus on patient comfort and satisfaction, Andrew Irwin Horowitz is committed to helping individuals achieve optimal oral health and a beautiful smile. Visit this trusted dental practice for all your oral health needs.
7400 Granby St, Norfolk, VA 23505, United States -
Joe Query - State Farm Insurance Agent
● OpenJoe Query - State Farm Insurance Agent is an insurance agency located at 1815 East Little Creek Road, Norfolk, Virginia, United States. Specializing in Life and Health Insurance, the agency focuses on providing Auto, Motorcycle, and Boat Insurance as well as resolving financial needs through Financial Services. They also offer coverage for Homeowners, Condo Unit Owners, and Renters, as well as Small Business Insurance. With over 30 years of experience in the insurance industry, Joe Query is a second-generation State Farm Agent dedicated to serving the Norfolk, VA community. Additionally, they proudly sponsor the Little Creek National Pony Baseball in Norfolk, VA. In addition to their insurance services, Joe Query - State Farm Insurance Agent provides tips for creating a business disaster plan to protect employees and assets, as well as advice on combating rising auto repair costs through DIY maintenance. They also emphasize the importance of celebrating Earth Day and Arbor Day by making small changes at home or participating in community events.
1815 E Little Creek Rd, Norfolk, VA 23518, United States -
Jim Clark - State Farm Insurance Agent
● OpenJim Clark - State Farm Insurance Agent is an insurance agency located at 1507 East Bayview Boulevard in Norfolk, Virginia, United States. Our agency serves the entire state of Virginia and North Carolina, specializing in Auto and Motorcycle Insurance, Homeowners, Condo Owners & Renters, Financial Services, Life and Health Insurance. We have a wealth of experience in assisting Small Business Owners with their Insurance and Financial Services needs. Our top priority is our clients, and we have consistently qualified for State Farm recognition awards such as Legion of Honor Qualifier, Bronze Tablet Qualifier, Silver Scroll Qualifier, VPA Club Qualifier, Ambassador Travel Qualifier, Zone SVP Club Qualifier, and VPA Agents Council. We are actively involved in our community, particularly in the Hampton Roads marketplace, and enjoy partnering with local schools and non-profit organizations. Our team of insurance professionals is dedicated to providing the highest quality service to our clients. We offer a range of insurance products including Life Insurance, Annuities, and pet insurance through American Pet Insurance Company and ZPIC Insurance Company.
1507 E Bayview Blvd a, Norfolk, VA 23503, United States -
HTK | A PennMutual Company
● OpenHTK | A PennMutual Company is a finance and insurance agency located at 110 Norfolk Avenue in Colonial Heights, Virginia, United States. Our friendly home office team is dedicated to providing top-notch service, while our cutting-edge technology is constantly evolving to meet your needs. We offer a wide range of solutions and services tailored to financial professionals who choose us as their broker-dealer and registered investment adviser. Despite being a small firm, we have the capabilities to help you best serve your clients. Whether you're a current financial professional, a client, or simply interested in learning more about us, we are here to assist you. Check the background of HTK or your financial professional on FINRA’s BrokerCheck. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC, a Registered Investment Adviser and member of FINRA/SIPC. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.
110 Norfolk Ave Ste C, Colonial Heights, VA 23834, United States -
Family Benefit Solutions
● OpenFamily Benefit Solutions is a finance and insurance agency located at 9625 Granby Street in Norfolk, Virginia. Our dedicated team is committed to providing personalized solutions to help protect and secure the financial future of your family. Whether you are looking for life insurance, health insurance, or retirement planning, we are here to help you navigate the complex world of insurance and financial services. Contact us today to learn more about how we can tailor a plan to meet your family's needs.
9625 Granby St #210, Norfolk, VA 23503, United States -
S2S Silver Services
● OpenS2S Silver Services is a comprehensive finance, health, and insurance agency located at 6353 Center Drive in Norfolk, Virginia, United States. Our institution is dedicated to providing top-notch services to our clients, helping them navigate the complexities of financial planning, health insurance, and more. With a team of experienced professionals, S2S Silver Services is committed to helping individuals and families secure their financial future and protect their health. Visit us today to learn more about how we can assist you with your financial and insurance needs.
6353 Center Dr Bldg. 8, Suite 103, Norfolk, VA 23502, United States
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