Cardinal Wealth Management, Gregory R. Metcalf Owner, Financial Planner and Sue Pevac Financial Advisor
626 N 4th St, Steubenville, OH 43952
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.
More Business Info
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Extra Phones
Fax: 740-275-4276
Phone: 740-275-4276
- 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 method
- amex, cash, debit, discover, master card, visa
- Other Link
- Categories
- Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Mutual Funds