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Qualifications of Financial Advisor in Roanoke

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Financial Advisors in Roanoke, Virginia
Financial Advisor Office Location Phone Number
Brian Bowen CCPS®,
Integrity Financial Planning, Inc.
1315 Second St. SW, Suite 102,
Roanoke, VA  24016
(540) 266-3100
Brandon Bell,
Brandon Bell Financial Partners
2762 Electric Road,
Roanoke, VA  24018
(540) 556-2235
Jim Martin RFC, AAMS,
New River Financial Group, LLC
Serving Radford & Roanoke area,
Radford, VA  24141
(540) 639-4810

Information on Qualified Financial Advisors in Roanoke

Qualifications CRD# 4470298
FirmCRD# 164481
Series 65

Office Location 1315 Second St. SW, Suite 102,
Phone Number (540) 2663100

Brian Bowen is registered as an Investment Advisor Representative and is the President of Integrity Financial Planning, Inc., a Registered Investment Advisor in the State of Virginia. He educates radio listeners on 'Retire with Integrity' on Saturday mornings at 10 a.m. on WFIR 960AM/107.3FM, has been featured on WSLS-TV's 'Wealth Wednesday', and contributes articles to CNNMoney, Money and Fortune. Brian's mission is to help his clients achieve their goals by providing them with objective, personal financial advice specific to their situation. The perspective and experience he gained in his early financial services career with Morgan Stanley Dean Witter, Conseco Finance, and Farm Bureau Financial Services led him to search for a better way to deliver unbiased, comprehensive planning that considers the interdependent mix of financial strategies, tax planning, estate planning, retirement planning, and risk management. Brian believes no financial decision should be made in a vacuum without considering all of these variables and their impact on each other. Brian lives in the Roanoke, VA area with his wife, Sheri, and their 6 children.

About Integrity Financial Planning, Inc.

Integrity Financial Planning, Inc., an Independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and finds creative strategies to increase your income. Our fiduciary duty helps to ensure that we are working with our clients' best interests at heart. As independent financial advisors, we have the ability to select from a wide range of products and services that may be appropriate for each clien'?s situation. Our philosophy is to get to know you first. Then, together, we develop a plan to reach your stated financial goals. The plan drives the investment strategy and how we address your retirement needs. We place emphasis on helping preserve retirement assets and creating the income you need in retirement.

Office Location 2762 Electric Road,
Suite E,
Phone Number (540) 5562235

Brandon is the founding principal of Brandon Bell Financial Partners in Roanoke, Virginia. Throughout his more than 20 years in the financial services industry, Brandon has made it his mission to work with clients on conservative investment strategies that help them prepare for and maintain a comfortable standard of living during retirement. As an Investment Advisor Representative and a Licensed Insurance Professional, Brandon takes great pride in the fiduciary responsibility of doing whats in the best interest of his clients. While other firms focus on sales quotas and top-down corporate mandates, Brandons 7-Step Process provides a comprehensive and seamless transition from the planning stage to implementation. Community service has always been an essential part of Brandons personal and professional life. He has served two terms as a member of the Virginia Senate, five years on the State Board of Education, and was a member of the Radford University Board of Visitors. He currently serves as a Trustee on the Board of the Virginia Retirement System. Brandon currently resides in Roanoke, Virginia with his wife Debbie and their two children Parker and Sarah.

About Brandon Bell Financial Partners

Given the ever-changing landscape of retirement, income planning and other insurance needs, our clients take comfort in knowing that we specialize and focus our efforts in helping them navigate through the complexities of planning for and living in retirement. With over 20 years of industry experience, we are prepared to address your retirement-related planning needs. You will have your questions answered, your fears put to rest, and your objectives and goals incorporated into any advice or recommendations you receive from our firm. We use proven and effective strategies easily tailored for each individual situation, and our straightforward approach and plain language make it easy to understand our process every step of the way.

Office Location Serving Radford & Roanoke area,
Phone Number (540) 6394810

Jim Martin is a financial advisor focusing on retirement solutions and asset preservation strategies.After spending several distinguished years with a nationally recognized brokerage firm, Mr. Martin founded New River Financial Group. His philosophy is to keep his client's needs at the center of every decision. For Jim, financial planning is more than strategies and statistics, it's about creating enduring personal relationships with his clients to help them live their dreams. Mr. Martin is a local resident with his wife Theresa and son Kyle, and is active in his church as well as a number of local civic, community, and professional organizations

About New River Financial Group, LLC

A Word From Our Founder “It all begins with a plan, and at New River Financial Group, we take financial planning very seriously. Our proprietary planning process builds a financial blueprint that fits your individual needs, starting with sustainable income in your retirement years that is not dependent on the day-to-day performance of the stock market.” - Jim Martin, Founder and CEO