Personalized Investment & Retirement Planning
|
|
Take steps to ensure you can maintain the lifestyle you've created with financial services from the professionals at Bennon & Thorpe LLC, in Parkersburg, West Virginia. We provide investment planning and retirement planning that is customized to your goals.
|
|
|
Protecting All Your Financial Needs
Through a comprehensive planning approach, we help provide options and solutions for our clients in today's challenging environment. The different planning and management services we offer include:
• Comprehensive Financial Planning
• Investment Planning & Management
• Insurance Planning
• Estate Planning |
• Retirement Planning
| ARC™ |
RISK™ |
|
|
|
|
|
Professional Partnerships
In planning for our clients, we realize that you may require services outside our areas of expertise. To ensure you are successful in all your financial endeavors, we connect you with trusted service providers in the financial industry. The different types of firms we partner with include:
• CPAs
• Attorneys
• Banks |
• Trust Companies
• Property & Casualty Professionals |
|
|
Contact us to start planning for a happy and fulfilling retirement.
|
|
Fee-Based Planning & Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor.
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 * 1-800-765-5201.
Bennon & Thorpe LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
|
