The Best Financial services advisor in Bluefield, Virginia
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Peter R Romano - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPeter R Romano is a Financial Advisor at Ameriprise Financial Services, LLC, located at 524 Virginia Avenue, Bluefield, Virginia, United States. Peter holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Peter is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Peter is committed to helping clients achieve their financial goals. Contact Peter R Romano at Ameriprise Financial Services, LLC for personalized financial advice and investment solutions.
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Edward Jones - Financial Advisor: Christopher Benson, AAMS™
● ClosedEdward Jones - Financial Advisor: Christopher Benson, AAMS™ is a reputable financial institution located at 9 Westwood Medical Park in Bluefield, Virginia, United States. As a highly qualified Accredited Asset Management Specialist (AAMS™), Christopher Benson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Christopher Benson, AAMS™ is committed to providing top-notch financial services to individuals and families in the Bluefield area.
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Deel Financial
● OpenDeel Financial is a reputable finance institution located at 2005 Leatherwood Lane in Bluefield, Virginia, United States. We provide a wide range of financial services including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to secure a loan, grow your investments, or plan for your future, Deel Financial is here to help. Visit us today to learn more about how we can assist you with your financial needs.
2005 Leatherwood Ln, Bluefield, VA 24605, United States -
AXA Advisors
● OpenAXA Advisors is a reputable health and insurance agency located at 511 Virginia Avenue in Bluefield, Virginia, United States. With a strong focus on providing comprehensive insurance solutions to individuals and businesses, AXA Advisors is dedicated to helping clients protect their health and assets. Their team of experienced advisors offers personalized service and expert guidance to ensure that each client's needs are met with the most suitable insurance products. Trust AXA Advisors to provide reliable and trustworthy insurance services for your peace of mind.
511 Virginia Ave, Bluefield, VA 24605, United StatesAdvertisements -
Wood Wealth Management Group - D.A. Davidson & Co.
● ClosedWood Wealth Management Group - D.A. Davidson & Co. is a finance institution located at 2113 College Avenue, Bluefield, Virginia, United States. The advisors at Wood Wealth Management Group are members of SIPC and offer a range of securities, investment services, annuity, and insurance products through D.A. Davidson & Co. The team is led by Mike Wood Jr., CFP™ Senior Vice President, Financial Advisor, and Portfolio Manager, along with Michael Wood III, Associate Financial Advisor, and Portfolio Manager. They provide personalized financial advice and portfolio management services to help clients achieve their financial goals. Clients can also access informative videos on the institution's website. Please note that D.A. Davidson does not provide tax, accounting, or legal advice, and clients should consult with their own professionals in these areas. Securities, products, and services may vary by state, and clients should verify the availability of specific offerings in their jurisdiction. This institution does not offer investment or securities advice on its website. Please review the background of the investment professionals at Wood Wealth Management Group before making any financial decisions.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 709 South College Avenue in Bluefield, Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support. Visit us today to see how we can help you achieve your financial goals.
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Brown Edwards: Nita F. Vollmer, CPA
● ClosedBrown Edwards: Nita F. Vollmer, CPA is a well-established accounting and finance institution located at 513 State Street in Bristol, Virginia, United States. As of May 31, 2022, their partner, Nita Vollmer, will be officially retired after over 40 years of professional accounting and tax experience. Nita's journey with Brown Edwards has been long and fruitful, starting as an associate in their Bluefield, WV office in 1980 and eventually transferring to Abingdon and Bristol. She joined Dent K. Burk Associates in 1999, which later merged with Brown Edwards in 2015. Throughout her career, Nita has helped numerous small businesses and their owners achieve their financial goals and plan for succession.
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