3 Best Financial Services in Norfolk, VA

Expert-recommended Top 3 Financial Services in Norfolk, Virginia. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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SHANNON CHAIN

FIRST COMMAND FINANCIAL SERVICES, INC
101 West Main Street, Suite 4300,
Norfolk, VA 23510 Directions

Since 2017

Specialty:

Comprehensive Financial Planning Risk Management Investment Strategies Debt Management Education Planning Asset Management

"Shannon Chain is 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 Chain 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 serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. Shannon Chain 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.

2026 Highlights: First Command's main goal is to coach the ones who serve in their pursuit of financial security."

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License CRD #6609012

Contact:

(757) 837-4250 (757) 707-8112

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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WELLS FARGO ADVISORS

999 Waterside Drive, Suite 1800,
Norfolk, VA 23510 Directions

Since 1879

Specialty:

Financial Planning Retirement Planning Income Strategies Estate Planning Strategies Education Funding Insurance Annuities

2026 Highlights: Wells Fargo Advisors provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. Their customized solutions allow flexibility to help you reach your goals. 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. They also provide industry-leading advice tools and resources that simplify the planning process and allow you to track closer to your desired outcomes.

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License CRD #161704

Contact:

(757) 622-8261 (800) 628-4444

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

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IRENE B O'BRIEN

EDWARD JONES 318 West 21st Street,
Norfolk, VA 23517 Directions

Since 1999

Specialty:

Retirement Savings Strategies Estate and Legacy Strategies Wealth Strategies Special Needs Financial Considerations Charitable Giving Retirement Income Strategies

"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. Edward Jones believes 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. Contact them at your convenience to schedule an appointment or learn more about their services.

2026 Highlights: Edward Jones is a privately-owned company specializing in helping individual investors and focusing on relationships rather than shareholder returns."

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License CRD #2798286

Contact:

(757) 533-9540

Mon-Thu 8:30am - 4:30pm
Fri: 8:30am - 4pm
Sat: By Appointment Sun: Closed

TBR® Inspection Report: