3 Best Financial Services in Norfolk, VA

“Irene B O'Brien is a seasoned financial advisor at Edward Jones, a company based in Norfolk that combines personalized advice with cutting-edge technology to help clients achieve their long-term financial objectives. 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 stands out as one of the leading financial advisors at First Command. She 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 Chan deeply understands the unique challenges and opportunities of military life. She is dedicated to providing tailored financial guidance to service members and their families, ensuring their financial well-being is firmly established. 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 organizing their financial situations. She serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. 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 became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Norfolk, and the surrounding communities with their financial and life goals through a personalized investment strategy. 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 each customer how they would want to be treated – with respect and integrity. 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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