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Financial Advisor in Roanoke, Virginia

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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
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,
Roanoke,
VA 
24016
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 client'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.



Qualifications CRD# 5625493
FirmCRD# 283428


Office Location Serving Radford & Roanoke area,
Radford,
VA 
24141
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



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