TOP 30 Individualized wealth strategies in Bridgeport, West Virginia

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Northwestern 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.

Beacon 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.

Merrill 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.

Ben 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.

David 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.