Business Details
About
Financial ConsultantFinancial PlanningInvestment Service
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.
Location
Cardinal Wealth Management
626 North 4th Street, Steubenville, OH
43952, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
Frequently Asked Questions About Cardinal Wealth Management
What services does Cardinal Wealth Management provide?
Cardinal Wealth Management offers personalized financial planning, including estate planning, investment advising, retirement savings consulting, insurance purchase consulting, 401k planning, college funding, debt management, and comprehensive wealth management services.
What are the business hours for Cardinal Wealth Management?
The firm is open Monday through Friday from 8:00 AM to 5:00 PM. On Saturdays and Sundays, services are available by appointment only.
Where is Cardinal Wealth Management located?
It is located at 626 North 4th Street, Suite 101, Steubenville, Ohio, 43952, United States.
How can I contact Cardinal Wealth Management?
You can contact them by phone at +1 740-314-8342 or by email at gmetcalf@cardinalwealthmanagement.com.
What is the main goal of Cardinal Wealth Management?
The firm aims to guide clients through all stages of their financial lives to increase potential and reduce risk, providing service with dedication and passion in a fiduciary capacity.
What nearby places could I visit when going to Cardinal Wealth Management in Steubenville?
Nearby you can find the IBEW Local Union 246, Carpenters Local Union, Ancient Accepted Scottish Rite, and the Steubenville Board of Education. These locations might be of interest for community engagement or events before or after your visit.
Are there any convenient services near Cardinal Wealth Management for everyday needs?
Yes, Two Brothers Dry Cleaners is nearby for laundry services, and Vontrie's Couture Salon & Apothecary offers beauty and spa services.
What local organizations near Cardinal Wealth Management provide community services?
Nearby organizations include United Way of Jefferson County and United Way of Jefferson County Ohio, both offering social and human services for the community.
Does Cardinal Wealth Management have an online presence where I can learn more?
Yes, more information can be found on their website at http://cardinalwealthmanagement.com and on their Facebook page.
Is Cardinal Wealth Management affiliated with any broker/dealer or investment advisor?
Yes, securities are offered through First Allied Securities, Inc., a registered Broker/Dealer and member of FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, Inc., a registered Investment Advisor.