Directory for financial advisors and representatives

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Showing 8 advisor(s) and rep(s)

W. Ryan Elliott

CFP®, CLU®, ChFC®

Ryan Elliott is a graduate of The Ohio State University with a Bachelor of Science in Accounting. Ryan has been with Northwestern Mutual since graduating from The Ohio State University in 2000. In all situations Ryan will make those recommendations, which he would do for himself and his family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-classVisit my website

Expertise: Wealth Management, Education Funding, Investment Strategies

Languages: English

Location: Marietta OH, 45750

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Thomas Gorrell

CLU®

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Expertise: Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Disability Income Planning, Life Insurance Planning, Investment Strategies, Long Term Care Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Bridgeport WV, 26330

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Patrick Klesel

MBA

I grew up in the Mid-Ohio Valley and have a degree in Finance and a Masters in Business. With 13 years of experience in the financial sector our team will listen and motivate you to take action on your goals and dreams. My wife, a math teacher and I live in Vienna, WV with our 2 sons. I love helping protect my clients and partnering with them to achieve long-term financial security.Visit my website

Expertise: Financial Planning, Retirement Planning, Investment Strategies, Life Insurance Planning, Business Continuation Planning, Education Funding, Estate Planning

Languages: English

Location: Parkersburg WV, 26101

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Casey Lang

MBA

I am a lifetime resident of Waterford, Ohio, and I specialize in comprehensive financial planning for pre-retirees and business owners in the Mid-Ohio Valley. I work with clients to help them create a plan and monitor that plan to ensure that they can enjoy the financial success they have worked so hard to accomplish.Visit my website

Expertise: Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Investment Strategies, Life Insurance Planning, Education Funding, Long Term Care Planning

Languages: English

Location: Parkersburg WV, 26101

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Todd Molessa

CFP®

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Expertise: Trust Services, Wealth Management, Investment Strategies

Languages: English

Location: Parkersburg WV, 26101

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Aaron StoneVisit my website

Expertise: Financial Planning, Investment Strategies, Long Term Care Planning, Qualified Plan Design Assistance, Estate Planning, Employee and Executive Benefits Planning, Retirement Planning, Special Needs Planning, Education Funding, Business Continuation Planning

Languages: English

Location: Parkersburg WV, 26101

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Andrew TreatVisit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Investment Strategies, Disability Income Planning, Education Funding, Long Term Care Planning, Employee and Executive Benefits Planning, Trust Services, Wealth Management, Life Insurance Planning

Languages: English

Location: Parkersburg WV, 26101

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Timothy Whalen

CLU®, ChFC®

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

Languages: English

Location: Bridgeport WV, 26330

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