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Edward Jones
Making Sense of Investing
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Edward Jones - Financial Advisor: Marie Moore
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Financial Advisor: Vanessa G Brunner
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First National Bank
First National Bank
Financial Services

Since the financial services industry is so far-reaching and broad, consumers will encounter many different types of professionals in their dealings with government institutions, financial planners, brokerage firms, and financial consultants. Each one has a different specialty. One may offer lease and buying rates for autos, such as banks, while another may advise on stocks and bonds, mutual funds, and retirement planning.

Anyone working in this business should possess strong communication skills, ability to work well with others on a team and with the public, and a proficiency in the task at hand, whether that involves e-business, property asset management, government sponsored enterprises, or life insurance.

Brokerage houses and firms typically employ financial planners and consultants skilled in areas like cost containment, debt settlement, capital markets, and acquisitions. Earnings, mutual funds, annuity funds, investment strategies, and regulated markets are also areas these professionals are skilled in.

They must have backgrounds in business, financial planning, and the like. They must have at least a bachelor's degree, which is obtainable after four years in college. Financial planners should be able to easily advise clients on life solutions and strategies pertaining to their individual situations. Websites make this easy, as potential clients can have access to skilled advisors who are on call 24/7 to answer queries.

Those who work in the banking field should have experience negotiating lease and buying rates for auto loans and mortgages, for example. Whatever the specific field, financial advisors, planners, and consultants can advise clients on anything from annuity funds and asset management to investments in stocks and bonds.

National Assn. of Personal Financial Advisors
Our association represents the financial advisors that help residents grow their wealth. Our associates include financial investing, banking, and mortgage services for customers across the nation!
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AppraiserSearch.com
Find the right financial services in the Roanoke area for all of your financial needs. We can help you get the loans with our financial services in Roanoke for your home, car, or any other of your needs.
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Financial Service Centers of America
Not only do we provide you with the highest quality financial services in the local Roanoke area, we make sure you get the advice to help you in the future. Just call our financial service professionals today.
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STANDARD LISTINGS:   FINANCIAL-SERVICES IN/NEAR ROANOKE
Untersee Financial Services
1 review: *****
3433 Brambleton Ave Ste 200B, Roanoke, VA 24018
(540) 777-5821 Write review for this local business

"I am a customer of this service, and have found it to fulfill all my expectations of investment services. I highly recommend it to others. ..."
Carilion Write review for this local business
213 S Jefferson St Ste 633, Roanoke, VA 24011
(888) 822-1872  
Corporate Capital Resources LLC Write review for this local business
10 Franklin Rd SE, Roanoke, VA 24011
(540) 345-4190  
Morgan Stanley Smith Barney Write review for this local business
213 S Jefferson St Ste 1600, Roanoke, VA 24011
(540) 345-1555  
Virginia Capital Strategies Write review for this local business
110 Church Ave SW Ste 401, Roanoke, VA 24011
(540) 527-3700  
Main Street Financial Inc Write review for this local business
133 Salem Ave SW, Roanoke, VA 24011
(540) 777-3785  
Ubs Write review for this local business
10 S Jefferson St Ste 1050, Roanoke, VA 24011
(540) 581-1008  
Bluewater Financial Services Write review for this local business
19 Highland Ave SW, Roanoke, VA 24016
(540) 777-0927  
Heritage Financial Services Inc Write review for this local business
358 Campbell Ave SW, Roanoke, VA 24016
(540) 343-9985  
Professional Payee Services Write review for this local business
104 Kirk Ave SW, Roanoke, VA 24011
(540) 985-3175  
Wells Fargo Bank Write review for this local business
201 S Jefferson St, Roanoke, VA 24011
(540) 563-7757  
U.S. Trust Write review for this local business
302 S Jefferson St Fl 4TH, Roanoke, VA 24011
(800) 350-6623  
Carilion Patient Financial Services Write review for this local business
213 S Jefferson St Ste 416, Roanoke, VA 24011
(540) 224-5900  
F Brooks Lee Cfp Crpc Write review for this local business
1017 2nd St SW, Roanoke, VA 24016
(540) 981-0657  
Dlj Partnership Write review for this local business
114 Mountain Ave SW, Roanoke, VA 24016
(540) 342-7890  
Richmond Ventures LLC Write review for this local business
1317 3rd St SW, Roanoke, VA 24016
(540) 772-2236  
Davenport & Company LLC Write review for this local business
101 S Jefferson St Ste 100, Roanoke, VA 24011
(540) 345-1909  
Ameriprise Financial Write review for this local business
213 Market St SE, Roanoke, VA 24011
(540) 777-5757  
Carilion Patient Financial Services Write review for this local business
213 S Jefferson St Ste 416, Roanoke, VA 24011
(540) 224-5900  
Bank of America Write review for this local business
302 S Jefferson St, Roanoke, VA 24011
(540) 265-3120  
Financial Services Institute Write review for this local business
2728 Colonial Ave SW Ste 19, Roanoke, VA 24015
(540) 345-8002  
Edward Jones Investments Write review for this local business
1329 Grandin Rd SW, Roanoke, VA 24015
(540) 982-3741  
Financial service companies offer retirement, life, saving, rating, debt consolidating, account, equity, research, banking, regulators, data breach, identity theft and advice services. When choosing a financial services company, research their background thoroughly. Choose a few different options to start with and contact each one. Ask for references, contact information, quotes and an outline of company policy. Ask how long they have been in operation and whether it is a local, national or multinational entity. Make sure the company you choose has proper licenses and certificates. Ask them where they are located. You might find that some national companies also have local offices. Many people prefer this because they feel that being able to talk to their advisor face to face helps them make decisions about money management topics such as debt consolidation, savings for life after retirement and investments. You will need to find a company that has a schedule that works with your schedule. Ask the company representatives that you talk to what days their financial service companies are open and what hours their offices keep. When you work with a company that has a schedule that you can work with, you might be able to get all of the money management services that you need. Many people need money management services to help them with personal investing, finding the right mortgage and insurance, and saving and investing money for retirement. By remembering to ask all of the questions that you need to answers to, you will be able to make a decision that is well informed in choosing the company to serve your rating and consolidating needs.


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