Cardinal Wealth Management, Gregory R. Metcalf Owner, Financial Planner and Sue Pevac Financial Advisor
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Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks
626 N 4th St, Steubenville, OH 43952
740-314-8342
CLOSED NOW:
Today: 8:00 am - 5:00 pm
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- General Info
- As a client driven Wealth Management Firm, we work in a Fiduciary capacity for our clients and provide them with highly personalized financial planning services. We guide our clients through all stages of their financial lives so as to increase their potential and reduce risk while addressing their goals. Service, Dedication and Passion are what drives us everyday for you, our client. Securities offered through first Allied Securities, Inc. a registered Broker/Dealer, Member FINRA/SICP. Advisory services offered through first Allied Advisory Services, Inc. a registered Investment Advisor. First Allied is under separate ownership from any other named entity.
- Extra Phones
Phone: 740-275-4276
Fax: 740-275-4276
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Categories
- Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Mutual Funds
- Services/Products
- 401k Planning and Advising College Funding Comprehensive Financial Planning Comprehensive Wealth Management Debt Management Estate Planning Financial Planning Home Purchase Financial Advising IRA's Insurance Purchase Consulting Investment Advising Life Insurance Life Transition Financial Planning Retirement Savings Consulting Social Security Planning
- Payment Options
- Other Link
- Other Information
Parking: Lot
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