Best Financial Advisors in Norfolk

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Norfolk Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 65 43 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Baillie & Associates Wealth Management

Baillie & Associates Wealth Management is a Portsmouth-based financial services firm that provides investment solutions to clients. The firm puts an emphasis on solutions for military professionals, but it also serves individuals, businesses, estates, and trusts. The company handles all aspects of financial planning, including retirement, estate planning, short-term cash flow analysis, college tuition planning, and insurance strategies. Its clients have access to a range of investment, life insurance, and health insurance options. The company founder, Andrew Baillie, has more than six decades of experience in the financial industry.

Portsmouth, VA 23704


MCM Financial

MCM Financial is a financial planning firm located in Newport News. Its clients have access to a diverse range of investment opportunities, including educational savings plans, long term care insurance, annuities, stocks, retirement plans, and life insurance. The company is run by Matthew Martin, an investment advisor representative with Series 66 and Series 7 registrations. He has been representing Woodbury Financial since 2014.

Newport News, VA 23606


S2S Silver Services

S2S Silver Services is a Medicare insurance specialist serving East Virginia and Hampton Roads seniors. The firm's goal is to help seniors choose a Medicare supplement plan while protecting their assets and increasing overall wealth. The company has been providing financial planning solutions to seniors for several years.

Norfolk, VA 23502


Wrong city? Here are some nearby places: