Navigating Bridgeport’s Financial Landscape: Top Financial Planners of the City

July 26, 2023

Bankers Life

Categories: Insurance Agency, Life Insurance Agency, Long Term Care Insurance Agency, Financial Planner, and more.
With a remarkable legacy that began in 1879, Bankers Life stands out for its specialty in insurance products tailored for those approaching or in retirement. Their deep-rooted commitment to local communities and client’s financial futures places them at the forefront of financial planning in Bridgeport.
Visit their website

Allstate Personal Financial Representative: Janice Flanagan

Categories: Financial Planner, Investment Service, Life Insurance, IRA, Retirement Planning, and more.
Janice Flanagan, under the renowned Allstate banner, brings a comprehensive suite of financial services to Bridgeport.
Explore more here

Peak Wealth Management

Categories: Financial Planner, Insurance Agent, Investing Service.
Peak Wealth Management caters to the financial and investment needs of Bridgeport’s residents with diligence and expertise.
Discover their services

Ameriprise Financial

Categories: Financial planner, Financial Services, Financial Advisors, Core Advisor.
A leading name in financial planning, Ameriprise’s sound advice is a testament to their commitment to customer’s retirement and investment goals.
Learn more

Northwestern Mutual – Bridgeport, WV

Categories: Insurance company, Financial Service, Investment Management Company, Financial planner.
Offering a diversified range of financial solutions, Northwestern Mutual is synonymous with trust and expertise in Bridgeport.
Explore their offerings

Axa Advisors

Categories: Financial planner.
AXA Advisors continues to build its reputation on tailored financial advice and solutions that matter.

Ben Hall – Financial Advisor, Ameriprise Financial Services, LLC

Categories: Financial Planning, Investment Service, Insurance, Retirement Planning Strategies, and more.
Ben Hall’s client-centric approach, combined with Ameriprise’s robust framework, promises a roadmap to financial stability and growth.
Connect with Ben

WesBanco Bank

Categories: Bank, Mortgage Lender, Investment Service, Credit Cards, Wealth Management, and more.
Founded in 1870, WesBanco amalgamates technology and personalized service, ensuring a holistic banking experience for its clients.
Locate their branches

Matthew Williams – Financial Advisor, Ameriprise Financial Services, LLC

Categories: Financial Planning, Investment Service, Insurance, Tax Planning Strategies, and more.
Matthew Williams, backed by Ameriprise, is a beacon of financial guidance and support in the ever-evolving markets.
Seek his guidance

Sherald Hill – Financial Advisor, Ameriprise Financial Services, LLC

Categories: Financial Planning, Financial Consultant, Investment Management, Retirement Planning Strategies.
For those searching for strategic financial planning in Bridgeport, Sherald Hill stands out with his vast experience and client commitment.
Engage with Sherald

Good Life Financial Advisors of West Virginia

Categories: Financial Service, Financial consultant.
Good Life Financial Advisors bring to the table a blend of expertise and tailored solutions that resonate with West Virginia’s financial aspirations.
Discover the Good Life

One Stop Tax & Business Services LLC

Categories: Accountant, Financial Consultant, Tax Preparation Service.
For comprehensive tax solutions and financial consultancy, One Stop Tax & Business Services is a trusted name in Bridgeport.
Learn more

Merrill Lynch

Categories: Security Services, Financial Consultant, Commodity Brokers, Securities Brokers.
Merrill Lynch, a global leader in financial services, provides Bridgeport’s residents with unparalleled investment advice and solutions.
Navigate their expertise

Nationwide Michael Tomes

Categories: Insurance Agents.
Michael Tomes, representing Nationwide, ensures the residents of Bridgeport are well-insured against life’s unpredictabilities.
Secure your future

This overview showcases just a glimpse of Bridgeport’s thriving financial landscape. Each institution, with its unique offerings and profound commitment to clients, ensures that the city’s residents are well-equipped for their financial futures.

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