Top Three Rated

Best Financial services in NORFOLK

3 trusted local Financial Services in Norfolk, Virginia

First Command Financial Advisor : Shannon Chain

101 W Main St Ste 4300, Norfolk, VA
Pincode: 23510
5.0 (13 reviews) Since 2017
Specialties
Savings Insurance Investments Comprehensive Financial Planning Investment Strategies Risk Management & Debt Management
About Business

Shannon Chain joined First Command Financial Services as a Financial Advisor in February 2017, following a 12-year career in the United States Navy, where she attained the rank of First Class Petty Of...

Shannon Chain joined First Command Financial Services as a Financial Advisor in February 2017, following a 12-year career in the United States Navy, where she attained the rank of First Class Petty Officer. Shannon understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

Working Hours
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
My husband and I have been going to First Command Financial for about 6 months maybe longer. Our financial advisor is Carl Hess. Carl has been helpful, kind, and patient in teaching us how to be financially stable individuals as well as a couple, because at the end of the day we both needed to learn as individuals but doing this together is better. Little by little we are getting closer to our goal and learning so much along the way, and to be honest none of this would be possible without the guidance that Carl has given us. We can't thank him enough for everything that he has done and continues to do for our family. If you need some help with your finances and want to get on track, I highly recommend Carl Hess. He is simply amazing!
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Wells Fargo Advisors

999 Waterside Dr Suite 1800, Norfolk, VA
Pincode: 23510
4.5 (4 reviews) Since 1879
Specialties
Invest IRAs College Savings Plan Insurance Annuities Brokered Liquid Deposit Borrowing Products And Solutions Advisory Services Account Services Sports & Entertainment
About Business

Wells Fargo Advisors, their team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. They...

Wells Fargo Advisors, their team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. They have access to a broad array of company resources -- including research analysts and economic and market experts who help them make informed investment recommendations based on your needs.

Working Hours
Open Mon - Fri 8:30 am - 4:30 pm
Closed Sat & Sun Closed
Customer Review
Invested with Wells Fargo due to my fathers allegiance with the company. Was planning on leaving after an extremely lack luster performance by his previous advisors. Contacted Santo Serafine to facilitate the transfer and was pleasantly surprised with the sheer amount of effort that Santo put into keeping us as customers. I have never had a financial advisor call me on a Sunday morning to discuss trades - that's the kind of service to expect from the Serafine's. Both he, and his father Dom, have been a godsend for us. Tireless workers, astute advisors. They have both earned my business and those of my family, for generations to come.
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Edward Jones : Irene B O'Brien

318 W 21st St, Norfolk, VA
Pincode: 23517
5.0 (2 reviews) Since 1999
Specialties
Employee Stock Options Information Technology Professionals Inheritance Guidance Intergenerational Planning LGBTQ+ Finances & Special Needs Financial Considerations
About Business

Irene B O'Brien, They believe it is important to partner with their clients to identify their goals and create individual strategies. They use a team approach by working closely with you and your CPA,...

Irene B O'Brien, They believe it is important to partner with their clients to identify their goals and create individual strategies. They use a team approach by working closely with you and your CPA, attorney and other professionals to help ensure you and your family have the best strategy now and for the future. she began him Edward Jones journey in 1998, became a limited partner in 2003 and financial advisor in 2012.

Working Hours
Open Mon - Thu 8:30 am - 4:30 pm Fri 8:30 am - 4:00 pm Sat By Appointment Sun Closed
Customer Review
great financial Advisor! Very knowledgeable and friendly.
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