3 Best Financial Services in Norfolk, VA

“Irene B. O'Brien, a seasoned financial advisor at Edward Jones, combines personalized advice with advanced technology to help clients achieve their long-term financial goals. She completed her Bachelor of Science at Mount St. Mary's University. With her expertise and resources, Irene and her team can assist you in defining and evaluating your financial goals. They believe investments should align with your requirements, risk tolerance, and time horizon. They can help you navigate the complexities of the financial markets and adapt to changing circumstances. Whether you need guidance on retirement planning, education funding, estate considerations, or other financial matters, the Edward Jones team is ready to listen, advise, and support you. They can help you prepare for retirement, save for education, and be a tax-smart investor. Contact them at your convenience to schedule an appointment or learn more about their services.”

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“Shannon Chan, a financial advisor at First Command. She is committed to providing personalized financial guidance to service members and their families, helping them establish a strong foundation for financial well-being. Shannon Chan deeply understands the unique challenges and opportunities of military life. She graduated from Old Dominion University with a Bachelor's degree in Finance. She holds Series 7 and 66 securities licenses, plus life and health insurance licenses in Virginia, North Carolina, Rhode Island, Ohio, and Kentucky. She grasps the difficulties and chances linked with military life and is dedicated to aiding service members and their loved ones in organising their financial situations. She serves as a personal financial coach to clients, continually reinforcing positive financial behaviours. Shannon Chan's expertise in military pay and benefits equips her to guide clients through the complexities of the Blended Retirement System, ensuring optimal allocation of contributions to the Thrift Savings Plan and leveraging all available benefits. Collaborating closely with you, she will help define clear, personalized goals aligned with your values and develop a customized financial plan to steer your journey toward achieving those goals.”

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“Marvin Ray Brown is a licensed financial representative and Regional Vice-President at Primerica. He helps his neighbors, the residents of Norfolk, and surrounding communities achieve their financial and life goals through personalized investment strategies. His highest priority is to create value and peace of mind for his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. Marvin Ray Brown prides himself on providing excellent customer service to everyone who walks through his office doors. He and his team strive to treat every customer with respect and integrity, just as they would want to be treated. They welcome Norfolk residents to call or visit their office to see how they can help them achieve their financial goals and dreams.”

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