We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Samuel Hill, CPA
Financial Professional
Bluefield, West Virginia
Telephone: (304) 325-2844
Bruce Terry III
Branch Manager
Financial Advisor
Bluefield, Virginia
Telephone: (304) 325-2842
Lindsay Price
Financial Advisor
Bluefield, West Virginia
Telephone: (304) 325-2841
Victoria Lester
Financial Advisor
Bluefield, Virginia
Telephone: (304) 325-2843
Joe Keatley
Financial Advisor
Princeton, West Virginia
Telephone: (304) 431-9050
Matt Bagley, CFP®
Financial Advisor
Boone, North Carolina
Telephone: (828) 386-6579
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Get in touch with one of our team members today and begin planning your journey.
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