The stock market has been quite a roller coaster ride for the majority of 2020. A lot of factors have influenced the ups and downs, beginning with the spread of the COVID-19 virus in March. I would like to take an in depth look at the data behind where the …
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Financial Advisor Bridgeport, WV
Good Life Financial Advisors of West Virginia started in 2019 as a means to provide independent, objective advice to families, individuals, and businesses in Bridgeport, WV, Harrison County, and beyond.
As a dedicated financial advisor, J.R. Frenzel offers a relationship-centric approach with a core focus on developing strategic financial solutions for each client. With access to independent advice, 10+ years of industry experience, and an energetic and knowledgeable team, we are one of the premier financial advisory firms in the area. Contact us today to request a consultation, and let’s start the conversation.
J.R. Frenzel graduated from West Virginia University in 2003 with a Bachelor of Arts in Political Science. Following a series of various managerial and sales jobs, he discovered his calling in the financial sector. In 2009, J.R. joined RBC Wealth Management in Clarksburg, WV to begin his career as an advisor. He joined a team of advisors in 2013 that moved from RBC to Oppenheimer. In order to keep up with an ever-changing financial environment, J.R. partnered with Good Life in 2019 as an independent advisor through LPL Financial.
J.R. holds both Series 7 and Series 66 licenses. His approach to investing is one of quality over quantity, noting that one size does not fit all. He believes each individual has a unique set of goals and circumstances, and that special attention and consideration should be given to each client in order to develop the proper solution.
J.R. was born and raised in Bridgeport, WV, where he still resides today. He was an active athlete during his school years, playing baseball and soccer. It was during high school when he met his future wife, Abbey. Together they have two children, Zane and Molly, three dogs, and three cats. Most evenings you will find J.R. on a ballfield or basketball court where he coaches various youth sports leagues in which his children participate. In his spare time, J.R. enjoys woodworking, playing guitar, and cheering on his beloved Mountaineers.
Leann Kiner is Operations Manager at Good Life Financial Advisors of West Virginia. In addition to providing support to J.R. Frenzel, she oversees administrative activities and thoroughly enjoys working with clients. Leann got her start in the financial industry after graduating from business college in 1981. In 1987, she decided to further her career by getting her Series 7 registration.Leann was born and raised in Nutter Fort, WV and graduated from RW High School. Leann loves living in the country on her small 9-acre farm in Salem, WV where her goddaughter Kaitlyn keeps her horses. Kaitlyn also made Leann a "Mimi" with her son Scott in 2016. Leann enjoys going on cruises with her sister and spending time at home with her dogs and doing crafts.
We will work closely with you to provide personalized financial advice based on your unique goals, risk preferences, and current finances.
Let us help you define your investment strategy and put a plan in action. We can also assist with managing and updating your portfolio as needed over time.
Whether you’re just entering the workforce, approaching retirement, or currently retired, we can help you create a financial strategy to meet your goals.
What level of risk are you comfortable with? Through open and friendly discussion, we’ll pinpoint your risk preferences and adjust your financial strategies accordingly.
You’ve worked hard for what you earned. Let’s make a plan to help ensure your assets go where you would like them to when you’re gone.
The cost of higher education is continuing to rise. Are you prepared to fund your children’s college? Let us help you understand your options and start saving.
Finance can be complex. We’re here to help simplify the process. Through one-on-one conversations, we’ll get to know you and your goals, breaking the process down into four easy steps:
1. Where are you now?
Through an initial, personalized consultation, we’ll get to know you, benchmark your current assets, and define your goals for the short- and long-term.
2. What kind of risk?
Knowing your openness to risk helps us outline the strategies that may be right for you. We’ll walk you through your options and help you understand the associated risk.
3. Do risks and goals align?
Here, we’ll figure out if we need to adjust your risks or goals and start to define the investment strategies to make this happen.
4. What’s our strategy?
We’ll work to determine the most cost-effective manner to deliver your personalized strategy. Over time, we’ll monitor and revise to help ensure you’re on track.
Why Work With Us?
We don’t believe in cookie-cutter, one-size-fits-all portfolios. We’ll work closely with you to understand your needs and build a custom-tailored strategy.
Thanks to our partnerships, we have access to a wide range of financial products and services, providing you with more options to build your plan.
Prior to starting Good Life Financial Advisors of West Virginia, J.R. Frenzel spent 10+ years working for a wirehouse, gaining deep industry knowledge and experience.
As your dedicated financial advisor, our job is to make you money. We care about your success far more than our own bottom line.
Affordable & Flexible
As an independent advisor, we can offer our services at a lower cost while remaining flexible enough to adjust to your specific needs.
As advisors, we commit ourselves to our clients’ financial goals
as if they were our own. Our clients in return seek a committed
relationship that is equally beneficial for both parties.