Directory for financial advisors and representatives

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Showing 55 advisor(s) and rep(s)

Jesse BakerI specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.Visit my website

Expertise: Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Education Funding, Investment Strategies, Business Risk Management, Special Needs Planning

Languages: English

Location: Charleston WV, 25302

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Samantha Berry Snider

J.D.

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Expertise: Disability Income Planning, Estate Planning, Life Insurance Planning, Retirement Planning, Special Needs Planning, Financial Planning, Long Term Care Planning, Business Risk Management, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Morgantown WV, 26505

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Anthony Boggs

CFP®, ChFC®, CLU®

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Expertise: Business Succession Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Qualified Plan Design Assistance, Retirement Income Planning, Wealth Management, Trust Services

Languages: English

Location: Morgantown WV, 26505

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Fredrick Bruni

CFP®, CLU®

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Expertise: Financial Planning, Wealth Management, Life Insurance Planning, Retirement Planning, Estate Planning, Disability Income Planning, Business Continuation Planning, Business Risk Management, Education Funding

Languages: English

Location: Morgantown WV, 26505

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Chad Burns

CFP®, ChFC®, MBA

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Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Bridgeport WV, 26330

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Sam CastellanaVisit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning, Education Funding, Long Term Care Planning, Employee and Executive Benefits Planning

Languages: English

Location: Bridgeport WV, 26330

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Brandon Cline

CFP®, CLU®

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Expertise: Private Client Services, Life Insurance Planning, Investment Strategies, Retirement Income Planning, Retirement Planning, Financial Planning, Disability Income Planning, Wealth Management

Languages: English

Location: Barboursville WV, 25504

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Larry ConradVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Huntington WV, 25701

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Christopher Curry

CLU®, ChFC®

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Expertise: Retirement Planning, Wealth Management, Private Client Services, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Financial Planning, Investment Strategies

Languages: English

Location: Huntington WV, 25701

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James DobbsVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Charleston WV, 25302

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