Mabe Financial Services
129 L E Mullins Lane
Clintwood, VA 24228
Email: ctf_94@yahoo.com
Contact: Christen Mabe
Phone: 276-870-4311
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Financial Advisor
138 Dunrobin Road
Clinchco, VA 24226
Contact: Dr. Heather Lyall
Phone: 866-435-0268
Email: hlyall@thesummitweb.com
Website: www.thesummitweb.com
Bio: Provides consulting services to both businesses and not-for-profit organizations, Summit also provides a number of training opportunities delivered in a group setting for professionals and leaders who are interested in learning general information on selected topics. These trainings are available at set times and locations throughout the year, but specialized training opportunities can also be provided to groups upon request. Regardless of the format, location, or target audience, all training opportunities are structured to deliver valuable and relevant information to business owners.
Envestnet
Nathan Yates
Product Research Analyst
1801 California Street
23rd Floor
Denver, CO 80202
Email: nathan.yates@envestnet.com
Phone: 276-218-0350
Jason B. Sturgill, AAMS® Phone: (276) 325-5061
Financial Advisor Email: jason.sturgill@wellsfargo.com
Vice President – Investments Website: www.wellsfargoadvisors.com
Wells Fargo Advisors
“I love being a financial advisor here in Southwest Virginia. Finance is one aspect of life that we all must deal with and is often the most complicated. I believe that everyone needs to have financial goals in their life and a professional to help make sure that they plan to meet those long-term goals. My ideal clients are long-term focused and need help in preparing for the specific goals they have in mind. No matter your stage in life or your income, I believe I can help.
Being from this area and also living here now, I'm very well equipped to help the people of this area. I have lived here most all of my life, so I know the struggles our community members face. I believe that we live in one of the finest places in the USA. I hope that by collaborating with the people that live here to help them reach their financial goals, we will make it even better!”
Offices located at:
701 Park Ave 454 Clintwood Main Street
Norton, VA 24273 Clintwood, VA 24228
Services include: Advisory, Alternative Investments, Business Services, Capital Market Services, Education Planning, Envision Planning, Estate Planning Strategies, Executive Services, Investment Planning, Institutional Consulting, Investment Products, Retirement Planning, Syndicate, Tax-Sensitive Investing, and Wealth Management
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Investment and Insurance Products are:
• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
