Financial advisor for individuals in Bridgeport, West Virginia
19 results found
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Northwestern Mutual - Bridgeport WV
● ClosedNorthwestern 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 -
Merrill Lynch Financial Advisor J. David Jackson
● ClosedMerrill 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 -
Childers Financial Planning
● ClosedChilders Financial Planning is a leading finance institution located at 119 State Street in Bridgeport, West Virginia, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are saving for retirement, planning for your child's education, or looking to invest for the future, Childers Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
119 State St, Bridgeport, WV 26330, United States -
Edward Jones - Financial Advisor: Aaron J Mann
● ClosedEdward 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
● ClosedBen 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 -
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 -
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 -
Merrill Lynch Financial Advisor David Evans
● ClosedMerrill 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 -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 937 West Main Street in Bridgeport, West Virginia, United States. We specialize in providing tax preparation services to individuals and businesses, helping our clients navigate the complexities of tax laws and maximize their refunds. Our team of experienced professionals is dedicated to providing accurate and reliable tax services in a timely manner. Whether you need assistance with filing your taxes, tax planning, or resolving tax issues, Liberty Tax is here to help you every step of the way. Visit us today to experience our personalized and efficient tax services.
937 W Main St, Bridgeport, WV 26330, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 122 Thompson Drive in Bridgeport, West Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Visit us today to experience the expertise and exceptional service that sets H&R Block apart in the industry.
122 Thompson Dr Ste 7, Bridgeport, WV 26330, United States -
Bill Pulice: Allstate Insurance
● ClosedBill Pulice: Allstate Insurance is a reputable insurance agency located at 5 Chenoweth Drive in Bridgeport, West Virginia, United States. With a strong focus on providing personalized insurance solutions to meet the needs of each individual client, Bill Pulice and his team are dedicated to helping customers protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, you can trust Allstate Insurance to provide you with quality coverage and exceptional customer service. Contact Bill Pulice: Allstate Insurance today to discuss your insurance needs and receive a personalized quote.
5 Chenoweth Dr, Bridgeport, WV 26330, United States -
Bankers Life
● ClosedBankers Life, located at 600 Marketplace Avenue in Bridgeport, West Virginia, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Humana, and UnitedHealthcare®. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the increasing need for long-term care planning, it's essential to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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 -
Stifel
● OpenStifel is a prestigious financial institution located at 45 Professional Place in Bridgeport, West Virginia, United States. Known for its expertise in finance, Stifel offers a wide range of services such as investment banking, wealth management, and securities trading. With a reputation for excellence and a commitment to client satisfaction, Stifel is a trusted partner for individuals and businesses seeking expert financial guidance. Visit Stifel today to experience the difference that their experienced team of professionals can make in achieving your financial goals.
45 Professional Pl Suite 100, Bridgeport, WV 26330, United States -
Murray Roger a CPA
● OpenMurray Roger, a CPA, is a reputable accounting and finance institution located at 118 East Main Street in Bridgeport, West Virginia, United States. With years of experience and expertise in the field, Murray Roger offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants is dedicated to providing top-notch professional services to individuals and businesses alike. Whether you need help with your taxes or financial planning, Murray Roger, a CPA, is the trusted choice for all your accounting and finance needs.
118 E Main St, 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 -
Beacon Wealth Management
● ClosedBeacon Wealth Management is a finance institution located at 4565 Benedum Drive in Bridgeport, West Virginia, United States. Specializing in helping individuals in The Retirement Redzone (age 50-80), Beacon Wealth Management focuses on the 5 Financial Building Blocks to Living Your Best Retirement. CEO John Halterman emphasizes the importance of having a comprehensive strategy and a tested process to retire confidently. The institution offers a Wisdom 2 Wealth Library with on-demand videos and complimentary eBooks to educate clients on various financial topics. The goal is to align the money you have with the lifestyle you want to live and the legacy you want to provide. With a focus on transparency and putting clients' best interests first, Beacon Wealth Management aims to simplify and organize your entire financial situation so you can have more confidence in your investments. The BWM Retirement Redzone Advisory Process involves discovery sessions, analysis, strategy recommendations, and ongoing monitoring to ensure your financial goals are met. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc. Beacon Wealth Management operates independently of Cambridge and serves clients in several states. Contact them for a 15-minute discovery call to see if they are the right fit for your financial needs.
4565 Benedum Dr, Bridgeport, WV 26330, United States
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