Senior retirement advisor in West Virginia
13 results found
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Brett Clark - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrett Clark - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6000 Hampton Center in Morgantown, West Virginia, United States. Brett Clark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. Brett Clark also specializes in working with domestic partners, seniors, retirees, and small business owners to provide tailored financial advice. With a strong focus on ethical practices and continuous education, Brett Clark is dedicated to helping clients achieve their financial goals. Contact Brett Clark - Financial Advisor at Ameriprise Financial Services, LLC for comprehensive and personalized financial planning services.
6000 Hampton Center Ste E, Morgantown, WV 26505, United States -
Larry Uram - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLarry Uram - Financial Advisor, Ameriprise Financial Services, LLC, located at 2900 Culler Rd in Weirton, West Virginia, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Larry Uram provides guidance on saving for college, retirement planning, smart investments, and more. By offering tailored financial advice, clients can feel more confident and in control of their financial lives. Larry Uram is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. Ameriprise Financial Services, LLC cannot guarantee future financial results.
2900 Culler Rd, Weirton, WV 26062, United States -
Brian Floyd - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Floyd is a Financial Advisor at Ameriprise Financial Services, LLC located at 3001 Murdoch Avenue in Parkersburg, West Virginia, United States. Brian holds various 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®. Brian specializes in providing financial advice and planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a strong focus on ethics and expertise, Brian is dedicated to helping clients achieve their financial goals and navigate complex financial situations. Contact Brian Floyd at Ameriprise Financial Services, LLC for comprehensive and personalized financial guidance.
3001 Murdoch Ave, Parkersburg, WV 26101, 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 -
James C McClure - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames C McClure is a Financial Advisor at Ameriprise Financial Services, LLC, located at 101 Washington Street East in Charleston, West Virginia, United States. James C McClure holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in various areas of finance such as asset management, estate planning, retirement planning, investment strategies, and insurance products. He is also trained in behavioral finance to help clients make better financial decisions. James C McClure is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Additionally, he specializes in working with domestic partners, seniors, and those planning for retirement. With his extensive knowledge and experience, James C McClure is dedicated to helping clients achieve their financial goals and secure their financial future.
101 Washington St E Ste 124, Charleston, WV 25301, United States -
Ed Vallandingham III - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEd Vallandingham III, a Financial Advisor at Ameriprise Financial Services, LLC, located at 330 Association Drive in Charleston, West Virginia, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Ed is equipped to assist individuals with asset management, estate planning, retirement planning, and investment strategies. As a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™, Ed upholds the highest standards of excellence in personal financial planning. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or specialized services for veterans and military personnel, Ed Vallandingham III has the expertise and commitment to help you achieve your financial goals.
330 Association Dr, Charleston, WV 25311, United States -
Mackenzie Willis, Bankers Life Agent
● ClosedMackenzie Willis, Bankers Life Agent is a reputable insurance agency located at 200 Star Avenue in Parkersburg, West Virginia, United States. Specializing in providing a range of insurance products and services, our dedicated team of professionals is committed to helping clients protect their financial future. With a focus on personalized service and tailored solutions, Mackenzie Willis, Bankers Life Agent is the go-to destination for individuals and families looking for reliable insurance coverage. Contact us today to learn more about our offerings and how we can assist you in securing your peace of mind.
200 Star Ave Unit 211, Parkersburg, WV 26101, United States -
Laurie Stichler, Bankers Life Agent
● ClosedLaurie Stichler, Bankers Life Agent is an insurance agency located at 600 Marketplace Avenue in Bridgeport, West Virginia. Our agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising cost of healthcare, planning for long-term care is essential. Our agents are here to help you prepare for the future and have important discussions with your loved ones. Contact Laurie Stichler, Bankers Life Agent to start planning your next steps today.
600 Marketplace Ave Ste 108, Bridgeport, WV 26330, United States -
Michael Scott, Bankers Life Agent
● ClosedMichael Scott, Bankers Life Agent is a reputable insurance agency located at 132 Brent Way in Hurricane, West Virginia. As a Bankers Life Agent, Michael Scott provides expert advice and personalized insurance solutions to help individuals and families protect their financial future. With a strong focus on customer service and a deep understanding of the insurance industry, Michael Scott is dedicated to helping clients find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Michael Scott, Bankers Life Agent is here to help you navigate the complex world of insurance and secure peace of mind for the future.
132 Brent Wy, Hurricane, WV 25526, United States -
Mark Vinson, Bankers Life Agent
● ClosedMark Vinson, Bankers Life Agent is an insurance agency located at 132 Brent Way, Hurricane, West Virginia, United States. As a trusted Bankers Life agent, Mark Vinson provides personalized insurance solutions to meet the unique needs of individuals and families. With a focus on customer service and financial security, Mark Vinson helps clients navigate the complexities of insurance products to ensure they have the coverage they need. Whether it's life insurance, long-term care, or retirement planning, Mark Vinson is dedicated to helping clients protect what matters most. Contact Mark Vinson, Bankers Life Agent today for a consultation.
132 Brent Wy, Hurricane, WV 25526, United States -
Angelica Fletcher, Bankers Life Agent
● OpenAngelica Fletcher, Bankers Life Agent is an insurance agency located at 132 Brent Way in Hurricane, West Virginia, United States. Specializing in life insurance and financial planning, Angelica Fletcher is dedicated to helping individuals and families secure their futures. With a commitment to providing personalized service and tailored solutions, Angelica Fletcher is a trusted partner in navigating the complexities of insurance and retirement planning. Contact Angelica Fletcher, Bankers Life Agent today to discuss your insurance needs and start building a secure financial future.
132 Brent Wy, Hurricane, WV 25526, United States -
Shawn Taylor, Bankers Life Agent
● ClosedShawn Taylor, Bankers Life Agent, located at 132 Brent Way in Hurricane, West Virginia, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Shawn Taylor specializes in helping clients navigate the complexities of Medicare, including Medicare Advantage (Part C) as an all-in-one alternative to Original Medicare Parts A and B. With the rising cost of healthcare and the inevitability of needing long-term care, it is crucial to plan ahead and have important discussions with loved ones. Contact Shawn Taylor today to start planning for your future.
132 Brent Wy, Hurricane, WV 25526, United States -
Destiny White, Bankers Life Agent
● OpenDestiny White, Bankers Life Agent is an insurance agency located at 132 Brent Way in Hurricane, West Virginia, United States. As a Bankers Life Agent, Destiny White specializes in providing insurance solutions to help individuals and families protect their financial future. With a commitment to personalized service and a deep understanding of the insurance industry, Destiny White is dedicated to helping clients find the right insurance products to meet their needs. Whether you are looking for life insurance, annuities, long-term care insurance, or retirement planning services, Destiny White, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your financial well-being.
132 Brent Wy, Hurricane, WV 25526, United States
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