Financial advice in Bridgeport, West Virginia
30 results found
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Northwestern Mutual - Bridgeport WV
● OpenNorthwestern Mutual in Bridgeport, WV is a trusted finance and insurance agency located at 99 Cambridge Place in Bridgeport, West Virginia. Our dedicated team of professionals is committed to helping clients plan for their financial future and protect what matters most to them. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Northwestern Mutual is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing a stable financial future.
99 Cambridge Pl, Bridgeport, WV 26330, United States -
Allstate Personal Financial Representative: Janice Flanagan
● OpenAllstate Personal Financial Representative Janice Flanagan is a trusted finance and insurance agency located at 140 West Main Street in Bridgeport, West Virginia. With years of experience in the industry, Janice Flanagan offers personalized financial services to help clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or need assistance with retirement planning, Janice Flanagan is dedicated to providing top-notch service and expert advice. Contact her today to schedule a consultation and take control of your financial future.
140 W Main St, Bridgeport, WV 26330, United States -
Good Life Financial Advisors of West Virginia
● OpenGood Life Financial Advisors of West Virginia is a reputable finance institution located at 16 Sterling Drive in Bridgeport, West Virginia. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure a good life for themselves and their families. With personalized financial planning services and expert advice, we strive to provide our clients with peace of mind and confidence in their financial future. Contact us today to schedule a consultation and start planning for a better tomorrow.
16 Sterling Dr #203, Bridgeport, WV 26330, United States -
Merrill Lynch Financial Advisor Billy Pulice
● OpenMerrill Lynch Financial Advisor Billy Pulice is a finance institution located at 2000 Jerry Dove Drive, Bridgeport, West Virginia, United States. As a dedicated Financial Advisor with 27 years of experience, Billy helps individuals and businesses develop personalized financial strategies aligned with their needs, goals, and risk tolerance. Holding FINRA Series 7, 63, and 65 registrations, along with various certifications and licenses, Billy is committed to providing expert advice and guidance. With a focus on listening, analyzing, managing, and preserving investments, Billy aims to help clients achieve their financial goals. Outside of the office, Billy is actively involved in charity work and community service. The institution offers Merrill Personal Wealth Analysis™ to build customized financial plans centered on clients' goals. With a team of experienced professionals and access to global resources, Merrill Lynch Wealth Management provides personalized service and tailored investment approaches. By understanding clients' priorities and life changes, Billy works to create a financial strategy that reflects their unique needs. Through ongoing reviews and adjustments, clients can stay on track to achieve their goals. With a focus on building strong client relationships and providing comprehensive financial solutions, Merrill Lynch Financial Advisor Billy Pulice is dedicated to helping clients live their best financial lives.
2000 Jerry Dove Dr, Bridgeport, WV 26330, United States -
Merrill Lynch Financial Advisor Robert Koerber
● OpenMerrill Lynch Financial Advisor Robert Koerber is a finance institution located at 2000 Jerry Dove Drive, Bridgeport, West Virginia, United States. As your Merrill advisor, Robert can provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. The institution offers access to investment insights from Merrill and banking services from Bank of America to help you pursue your financial goals through personalized wealth management strategies. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Robert Koerber believes in creating financial approaches that align with your personal goals and aspirations, whether it's planning for retirement, funding your children's education, or passing wealth to future generations. By listening to your needs and priorities, he aims to simplify the complexities of investing and help you reach your financial goals. Through tools such as the Investment Personality Assessment, Robert can customize a financial approach that reflects your unique preferences and priorities. The institution offers ongoing support to help you stay on track towards achieving what's most important to you. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Robert Koerber is committed to helping you live your best financial life.
2000 Jerry Dove Dr, Bridgeport, WV 26330, United States -
Merrill Lynch Financial Advisor J. David Jackson
● OpenMerrill Lynch Financial Advisor J. David Jackson is a reputable finance institution located at 2000 Jerry Dove Drive in Bridgeport, West Virginia, United States. With a focus on providing expert financial advice and services, J. David Jackson and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor J. David Jackson offers personalized solutions tailored to your individual needs. Trustworthy, experienced, and committed to excellence, this institution is a trusted partner in navigating the complex world of finance.
2000 Jerry Dove Dr, Bridgeport, WV 26330, United States -
Edward Jones - Financial Advisor: Aaron J Mann
● OpenEdward Jones - Financial Advisor: Aaron J Mann is a leading finance institution located at 212 East Main Street in Bridgeport, West Virginia, United States. As a trusted financial advisor, Aaron J Mann provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Aaron J Mann is committed to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for a more secure tomorrow.
212 E Main St, Bridgeport, WV 26330, United States -
Ben Hall - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBen Hall - Financial Advisor at Ameriprise Financial Services, LLC, located at 170 Thompson Drive in Bridgeport, West Virginia, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Ben Hall provides investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan is adjusted as needed to accommodate life changes. Access your accounts and track your progress towards your goals securely from any device. Schedule a complimentary initial consultation to learn more about how Ben Hall can assist you in reaching your financial goals. As a registered advisor, Ben Hall is authorized to conduct securities business in certain states. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of financial services to help you secure your financial future.
170 Thompson Dr Ste 101, Bridgeport, WV 26330, United States -
Edward Jones - Financial Advisor: Becky Burns
● OpenEdward Jones - Financial Advisor: Becky Burns is a trusted financial institution located at 107 Cambridge Place in Bridgeport, West Virginia, United States. As a dedicated finance professional, Becky Burns provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Becky Burns is committed to helping you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Becky Burns is the go-to institution for all your financial needs.
107 Cambridge Pl Suite C, Bridgeport, WV 26330, United States -
Merrill Lynch Financial Advisor Michael T Fulks
● OpenMerrill Lynch Financial Advisor Michael T Fulks is a reputable finance institution located at 2000 Jerry Dove Drive in Bridgeport, West Virginia, United States. Specializing in providing expert financial advice and services, Michael T Fulks and his team offer personalized solutions to help clients achieve their financial goals. With a wealth of experience and knowledge in the industry, clients can trust Merrill Lynch Financial Advisor Michael T Fulks to provide sound financial guidance and support.
2000 Jerry Dove Dr, Bridgeport, WV 26330, United States -
Thomas Frame - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Frame - Financial Advisor, Ameriprise Financial Services, LLC, located at 170 Thompson Drive, Bridgeport, West Virginia, offers expert financial advice and services to help clients achieve their financial goals. With a focus on providing personalized solutions, Thomas Frame is dedicated to helping clients navigate the complexities of the financial world. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients can gain valuable insights into financial planning concepts and begin their journey towards a more secure financial future.
170 Thompson Dr Ste 101, Bridgeport, WV 26330, United States -
Edward Jones - Financial Advisor: Laiken V Beckley
● OpenEdward Jones - Financial Advisor: Laiken V Beckley is a finance institution located at 1212 West Main Street in Bridgeport, West Virginia, United States. With a focus on personalized financial planning and investment strategies, Laiken V Beckley and the team at Edward Jones are dedicated to helping clients achieve their financial goals. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Edward Jones provides expert advice and guidance to help you make informed decisions about your finances. Visit us today to start planning for a secure financial future.
1212 W Main St, Bridgeport, WV 26330, United States -
David Patterson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Patterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 170 Thompson Drive in Bridgeport, West Virginia, United States. David holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. David is dedicated to providing expert financial advice and wealth management services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and risk management, David is committed to helping clients achieve their financial goals and secure their financial future. Contact David Patterson today for personalized financial guidance and planning.
170 Thompson Dr Ste 101, Bridgeport, WV 26330, United States -
Sherald Hill - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSherald Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 170 Thompson Drive in Bridgeport, West Virginia, United States. The institution offers a wide range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning and asset management, ensuring that advisors are well-equipped to provide expert advice to clients. The institution is committed to upholding a high standard of ethics and professionalism, and its advisors are dedicated to helping individuals and businesses achieve their financial goals.
170 Thompson Dr Ste 101, Bridgeport, WV 26330, United States -
Merrill Lynch Financial Advisor David Evans
● OpenMerrill Lynch Financial Advisor David Evans is a reputable finance institution located at 2000 Jerry Dove Drive in Bridgeport, West Virginia, United States. With a focus on providing expert financial advice and services, David Evans and his team are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor David Evans offers personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.
2000 Jerry Dove Dr, Bridgeport, WV 26330, United States -
Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAt Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC, we prioritize what matters most to you. Whether your goals include planning for retirement, funding an education, or making a significant purchase like a second home, we are here to help you achieve them. Our comprehensive financial advisory services encompass investment strategies, asset allocation, and portfolio recommendations tailored to your individual goals and personal risk tolerance.
170 Thompson Dr Ste 101, Bridgeport, WV 26330, United States -
Scott Smith - State Farm Insurance Agent
● OpenScott Smith - State Farm Insurance Agent is a trusted insurance agency located at 401 West Main Street in Bridgeport, West Virginia. As a proud lifelong resident of West Virginia, Scott Smith offers a range of insurance services including auto and home insurance quotes, renters insurance quotes, life insurance plans for families, and business insurance for local businesses. In addition to insurance services, the agency also provides free notary public services. Scott Smith is a member of the Associated Businesses of Bridgeport and is dedicated to providing unmatched service to customers in Bridgeport, Morgantown, Fairmont, Charleston, and all points in between. The agency also offers valuable tips and resources for preventing animal collisions while driving, avoiding water damage, and saving on auto repair costs. Scott Smith and his team are committed to helping customers manage risks, recover from the unexpected, and achieve their dreams. Contact Scott Smith - State Farm Insurance Agent at (304) 842-6974 for assistance with insurance and financial services needs. Please note that State Farm entities do not provide tax or legal advice, so it is recommended to consult a tax or legal advisor for personalized advice.
401 W Main St, Bridgeport, WV 26330, United States -
C R Hart Co
● OpenC R Hart Co is an established accounting and finance institution located at 2525 East Main Street in Bridgeport, West Virginia, United States. With a reputation for excellence in financial services, they provide expert advice and assistance to individuals and businesses alike. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Whether you are looking to maximize your tax savings or grow your wealth, C R Hart Co is dedicated to helping you achieve your financial goals.
2525 E Main St, Bridgeport, WV 26330, United States -
Carl Andrick - State Farm Insurance Agent
● OpenCarl Andrick - State Farm Insurance Agent is a reputable insurance agency located at 104 Hill Street in Bridgeport, West Virginia, United States. Our office is easily accessible from Main St. Bridgeport to Orchard Ave, then left on Hill St. We specialize in providing insurance and financial services to our clients, with a focus on making a positive impact in the community. Our dedicated team at Carl Andrick - State Farm Agent is committed to helping our clients achieve their goals and protect their assets. Whether you need assistance with auto insurance, home insurance, life insurance, or financial planning, we are here to help. We believe in working together as a team to reach our goals and have a fun and rewarding work environment.
104 Hill St, Bridgeport, WV 26330, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a renowned financial institution located at 2000 Jerry Dove Drive in Bridgeport, West Virginia, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers comprehensive wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors and wealth managers are dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is committed to helping you secure a prosperous financial future.
2000 Jerry Dove Dr, Bridgeport, WV 26330, United States -
Truist
● OpenTruist is a financial institution located on Meadowbrook Mall Road in Bridgeport, West Virginia, United States. As a bank and finance institution, Truist offers a variety of services such as credit cards, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products. Customers can find the right financial solution by working with the professionals at Truist, who are registered on the Nationwide Mortgage Licensing System & Registry. It is important to note that Truist and its representatives do not provide tax or legal advice, so customers should consult their own professionals for such matters. Truist also offers resources for consumers with Limited English Proficiency, including translation and language access services. Overall, Truist aims to provide quality financial services to its customers in a transparent and accessible manner.
2015 MEADOWBROOK MALL, Meadowbrook Mall Rd, Bridgeport, WV 26330, United States -
Andy Formica - State Farm Insurance Agent
● OpenAndy Formica - State Farm Insurance Agent is an insurance agency located at 1210 Johnson Avenue in Bridgeport, West Virginia, United States. We specialize in providing insurance coverage for rural road driving, offering tips to help navigate the risks associated with sharing the road with farm vehicles. We also address important topics such as closing the retirement race gap for BIPOC individuals. Please note that for your protection, we advise against sharing sensitive personal information such as social security numbers or credit card details on our website. If you require assistance while using our website with a screen reader, please call (304) 842-3923.
1210 Johnson Ave, Bridgeport, WV 26330, United States -
Ethan Foley, Bankers Life Agent
● OpenEthan Foley, Bankers Life Agent is an insurance agency located at 600 Marketplace Avenue in Bridgeport, West Virginia, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families in the area. With a team of dedicated professionals, including insurance sales representatives, financial advisors, and unit field trainers, Ethan Foley, Bankers Life Agent is committed to providing top-notch customer service and expert advice. Whether you are looking for life insurance, retirement planning, or investment solutions, the team at Ethan Foley, Bankers Life Agent is here to help. Contact them today to learn more about their offerings and how they can assist you with your insurance needs.
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
Sylvia Parker, Bankers Life Agent
● OpenSylvia Parker, Bankers Life Agent is an insurance agency located at 600 Marketplace Avenue in Bridgeport, West Virginia, United States. Specializing in providing personalized insurance solutions, Sylvia Parker and her team are dedicated to helping individuals and families protect their financial future. With a focus on Bankers Life products, they offer a range of insurance options including life, health, and retirement plans. Whether you are looking for coverage for yourself or your loved ones, Sylvia Parker, Bankers Life Agent is committed to providing excellent service and expert advice to meet your insurance needs.
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
Cody Cottrell, Bankers Life Agent
● OpenCody Cottrell, Bankers Life Agent is an insurance agency located at 600 Marketplace Avenue in Bridgeport, West Virginia, United States. As a trusted agent for Bankers Life, Cody Cottrell offers a wide range of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and professional service, Cody Cottrell helps clients navigate the complexities of insurance coverage and find the right solutions to protect their financial futures. Contact Cody Cottrell, Bankers Life Agent today for expert advice and assistance with your insurance needs.
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
Roger Blake, Bankers Life Agent
● OpenRoger Blake, Bankers Life Agent is an insurance agency located at 600 Marketplace Avenue in Bridgeport, West Virginia, United States. As a trusted representative of Bankers Life, Roger Blake offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, retirement planning, or long-term care coverage, Roger Blake can help you find the right policy to protect your financial future. With a commitment to personalized service and expert advice, Roger Blake, Bankers Life Agent is dedicated to helping clients make informed decisions about their insurance needs. Contact us today to learn more about how we can help you secure your financial well-being.
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
Steven Keiffer, Bankers Life Agent
● OpenSteven Keiffer, Bankers Life Agent is an insurance agency located at 600 Marketplace Avenue in Bridgeport, West Virginia, United States. Specializing in providing insurance solutions from Bankers Life, Steven Keiffer is dedicated to helping clients protect their financial future. With a focus on personalized service and expert advice, Steven Keiffer, Bankers Life Agent is committed to helping individuals and families find the right insurance coverage to meet their needs. Contact them today to learn more about their services and how they can help you plan for the unexpected.
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
AXA Advisors
● OpenAXA Advisors is a financial institution located at 2A Chenoweth Drive in Bridgeport, West Virginia, United States. As a leading provider of financial services, AXA Advisors offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial professionals, AXA Advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their investments, retirement planning, insurance needs, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, AXA Advisors is here to help you every step of the way.
2A Chenoweth Dr, Bridgeport, WV 26330, United States -
Venture Real Estate
● OpenVenture Real Estate is a premier real estate agency located at 115 State Street in Bridgeport, West Virginia. Our Interactive Map Search tool allows you to easily view properties directly on the map, making it convenient to find listings in your favorite neighborhoods. Sign up to receive alerts of new properties that meet your search criteria, delivered right to your inbox. Thinking of selling your home? We offer a complimentary evaluation and market analysis with no obligation. Start your search for your dream home or real estate property today by viewing properties available in the area or let us conduct a personalized search for you using our Find Your New Home form. Venture Real Estate is here to help you find your perfect home.
115 State St, Bridgeport, WV 26330, United States -
Marcia Blount - WesBanco Mortgage Lending Officer
● OpenMarcia Blount - WesBanco Mortgage Lending Officer is a reputable finance business located at 1130 Johnson Ave, Bridgeport, WV 26330, United States. Specializing in mortgage lending, Marcia Blount offers personalized financial services to help clients navigate the complexities of home buying and refinancing. With a deep commitment to customer satisfaction, Marcia provides expert advice and tailored mortgage solutions that cater to individual needs and financial goals. Whether you're a first-time homebuyer or looking to refinance an existing mortgage, Marcia Blount ensures a smooth and efficient lending process, backed by the trusted name of WesBanco. Her office in Bridgeport serves as a welcoming space where clients can receive professional guidance and support in their journey toward homeownership.
1130 Johnson Ave, Bridgeport, WV 26330, United States
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