TOP 30 Business finance management in Wheeling, West Virginia
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McCoy Wealth Management LLC
● ClosedMcCoy Wealth Management LLC is a trusted finance and insurance agency located at 44 15th Street in Wheeling, West Virginia, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and integrity in wealth management. Whether you are looking for investment advice, retirement planning, or insurance coverage, McCoy Wealth Management LLC is here to support you every step of the way.
44 15th St, Wheeling, WV 26003, United States -
S.R. Snodgrass - Wheeling
● ClosedS.R. Snodgrass in Wheeling, West Virginia is a reputable accounting and finance institution located at 980 National Road. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, S.R. Snodgrass is here to help. Visit us today and experience the difference our expertise can make in your financial success.
980 National Rd, Wheeling, WV 26003, United States -
McKenzie Riedel Wealth Management
● OpenMcKenzie Riedel Wealth Management is a finance institution located at 2001 Main Street, Wheeling, West Virginia, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. For parties residing outside of the U.S., this information is for informational purposes only and should not be construed as an offer to participate in any investment. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. It is recommended to review the third-party's policies and terms and conditions before providing any personal information.
2001 Main St Suite 701, Wheeling, WV 26003, United States -
Anthony Investment Management
● OpenAnthony Investment Management is a reputable finance institution located at 2 22nd Street in Wheeling, West Virginia, United States. With a team of experienced professionals, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Anthony Investment Management provides personalized strategies tailored to your individual needs. Trustworthy and reliable, they are committed to delivering exceptional results and ensuring the financial success of their clients.
2 22nd St Suite 306, Wheeling, WV 26003, United States -
Raymond James- Wheeling
● ClosedRaymond James- Wheeling is a finance institution located at 1144 Market Street in Wheeling, West Virginia, United States. Our dedicated team of financial experts provides a wide range of services including investment planning, wealth management, retirement planning, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the world of finance with confidence and expertise.
1144 Market St Suite 200, Wheeling, WV 26003, United States -
Wheeling Neighborhood Ventures
● OpenWheeling Neighborhood Ventures is a community development organization based in Wheeling, West Virginia. Located at 135 Serig Drive, this institution is dedicated to improving the quality of life in the neighborhood through various initiatives and programs. From affordable housing projects to community events and partnerships, Wheeling Neighborhood Ventures works tirelessly to create a more vibrant and inclusive community for all residents. Join us in our mission to build a better Wheeling for everyone.
135 Serig Dr, Wheeling, WV 26003, United States -
Wheeling Finance Department
● ClosedThe Wheeling Finance Department, located at 1500 Chapline St #115, Wheeling, WV 26003, serves as a vital hub for the city's financial and accounting operations. As a local government office, the department is dedicated to ensuring fiscal responsibility and transparency within the community. It provides a wide range of services, including budget management, financial reporting, and the administration of public funds. The team at the Wheeling Finance Department works diligently to support the city's financial health, offering expertise and guidance on economic matters to both residents and businesses. Whether you're seeking information on municipal finances, looking to pay taxes, or need assistance with financial regulations, the Wheeling Finance Department is your trusted resource for all financial and accounting needs in Wheeling, West Virginia.
1500 Chapline St # 115, Wheeling, WV 26003, United States -
Mail Center-Plus
● ClosedMail Center-Plus is a multi-functional institution located at 953 National Road in Wheeling, West Virginia. Serving as both a finance center and post office, Mail Center-Plus offers a wide range of services to meet your needs. Whether you need to send mail, ship packages, or handle financial transactions, our friendly and knowledgeable staff are here to assist you. Conveniently located in the heart of Wheeling, Mail Center-Plus is your one-stop shop for all your mailing and financial needs.
953 National Rd, Wheeling, WV 26003, United States -
Orrick
● ClosedOrrick is a global law firm located at 2121 Main Street in Wheeling, West Virginia, United States. The firm operates its Global Operations & Innovation Center (GOIC) in Wheeling, which was the first global insourcing center within a major U.S. law firm when it opened in 2002. The GOIC is known for its innovative staffing, state-of-the-art technology, project management excellence, and global connectivity. The GOIC team at Orrick provides a wide range of services to more than 25 offices worldwide, including IT, knowledge management, lawyer development, human resources, finance, graphic design, marketing, and client intake. The center is home to full-time career associates who support various practices within the firm, bringing high quality and efficiency to client services such as due diligence, research, drafting, and Ediscovery.
2121 Main St, Wheeling, WV 26003, United States -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 1021 National Road in Wheeling, West Virginia, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit rebuilding. With a focus on providing personalized solutions to help individuals achieve their financial goals, OneMain Financial is dedicated to helping their customers navigate their financial journey with confidence and ease.
1021 National Rd #1, Wheeling, WV 26003, United States -
WesBanco Bank
● ClosedWesBanco Bank is a trusted financial institution located at 1 Bank Plaza in Wheeling, West Virginia, United States. As a full-service bank, WesBanco offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing excellent customer service and innovative financial solutions, WesBanco is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking account, mortgage loan, investment services, or business banking solutions, WesBanco Bank is here to help you manage your finances with confidence and convenience.
1 Bank Plaza, Wheeling, WV 26003, United States -
Main Street Bank
● ClosedMain Street Bank is a trusted financial institution located at 2001 Main Street in Wheeling, West Virginia. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our friendly and knowledgeable staff are dedicated to providing personalized service and helping our customers achieve their financial goals. Whether you're looking to open a checking account, apply for a loan, or invest for the future, Main Street Bank is here to help. Visit us today to experience the difference of banking with a community-focused institution.
2001 Main St #100, Wheeling, WV 26003, United States -
Howard Bertram - WesBanco Wealth Advisor
● ClosedHoward Bertram - WesBanco Wealth Advisor is a finance institution located at 2207 National Road in Wheeling, West Virginia, United States. Please note that Internet Explorer is no longer supported, which may affect your access to Online Banking. By agreeing to receive electronic disclosures, you can access account agreements and other important information in a convenient format. WesBanco Securities, Inc. offers a variety of investment services and products to individuals and companies, with Michael Schneider serving as VP and Financial Advisor. To receive a complimentary financial plan, please provide information about your investable assets, household income, and most pressing financial need. WesBanco Securities, Inc. is a member of FINRA and SIPC, investing in nondeposit investment products. For more information about notices, fees, privacy, and security, visit the WesBanco website. WesBanco Bank, Inc. is a Member FDIC and Equal Housing Lender.
2207 National Rd, Wheeling, WV 26003, United States -
Rohrig Financial
● ClosedRohrig Financial is a reputable finance institution located at 1031 National Road in Wheeling, West Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rohrig Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1031 National Rd, Wheeling, WV 26003, United States -
Seachrist and Associates, A.C.
● ClosedSeachrist & Associates, A.C. is a reputable accounting and finance institution located at 21 Warden Run Road in Wheeling, West Virginia, United States. Established on November 1, 1998, our dedicated team of Certified Public Accountants (CPAs) is committed to providing high-quality services to both current and prospective clients. Our comprehensive range of services includes tax returns, payroll, financial planning, and more. With a focus on excellence in all that we do, Seachrist & Associates, A.C. is your trusted partner for all your accounting and finance needs. Visit us today for a detailed explanation of our services.
21 Warden Run Rd 100 100, Wheeling, WV 26003, United States -
Costanzo & Associates PLLC
● OpenCostanzo & Associates PLLC is an accounting and finance institution located at 1341 National Road in Wheeling, West Virginia, United States. They offer online apps for easy business transactions and strive to take the stress out of running your business. Their team provides deep analysis and strategic guidance to help clients make smart business decisions and achieve a healthy financial future. The mission of Costanzo & Associates is to transform the lives of clients and employees through effective communication, service excellence, and value. They conduct business with integrity and seek to understand the critical needs of clients and employees to create a sense of partnership. With expert guidance, strategic planning, and a focus on wellness, Costanzo & Associates helps lead clients toward financial success. They also offer tips on managing business debt, utilizing technology, surviving supply chain disruptions, and creating inclusive holiday feasts.
1341 National Rd, Wheeling, WV 26003, United States -
The Glessner Group
● ClosedThe Glessner Group is a leading accounting, finance, and insurance agency located at 2084 National Road in Wheeling, West Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or insurance coverage, our dedicated team is here to assist you every step of the way. Trust The Glessner Group to help you navigate the complexities of the financial world and achieve your goals.
2084 National Rd, Wheeling, WV 26003, United States -
Shaw Jamie
● OpenShaw Jamie is a reputable accounting and finance institution located at 111 Park View Lane in Wheeling, West Virginia, United States. With a team of experienced professionals, Shaw Jamie offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Shaw Jamie is dedicated to providing top-notch financial solutions to help you achieve your financial goals. Contact Shaw Jamie today to learn more about how they can assist you with your accounting and finance needs.
111 Park View Ln, Wheeling, WV 26003, United States -
Costanzo Michael D CPA
● OpenCostanzo Michael D CPA is an accounting and finance institution located at 1341 National Road in Wheeling, West Virginia, United States. They offer a range of online apps to help you conduct business with ease and take the stress out of running your business. Their mission is to transform the lives of clients and employees by providing deep analysis, strategic guidance, and effective communication to help clients realize their lifestyle and profit potential. With a focus on service excellence, motivation, and value, Costanzo Michael D CPA strives to promote trust, innovation, and teamwork among clients and employees. They conduct business with the highest standards of integrity and seek to understand and meet the critical needs of all. With expert guidance and strategic planning, Costanzo Michael D CPA can help lead you toward financial success and wellness. They offer tips on managing business debt, utilizing technology, and surviving supply chain disruptions, as well as advice on creating a joyful and satisfying holiday feast for all guests.
1341 National Rd, Wheeling, WV 26003, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 2001 Main Street in Wheeling, West Virginia, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized guidance and expert advice to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2001 Main St Suite 700, Wheeling, WV 26003, United States -
Fort Henry Capital
● ClosedFort Henry Capital is a reputable finance institution located at 48 14th Street in Wheeling, West Virginia, United States. Specializing in providing a wide range of financial services, Fort Henry Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, wealth management, or financial planning, Fort Henry Capital is committed to delivering top-notch service and expertise to help you succeed financially.
48 14th St, Wheeling, WV 26003, United States -
McKinley Carter Wealth Services
● ClosedMcKinley Carter Wealth Services, located at 2100 Market Street in Wheeling, West Virginia, is a finance institution dedicated to helping clients build their financial instincts and confidence. Their 4Q2023 Market Review and Investment Outlook for 2024 offers valuable insights for clients looking to take control of their wealth and future. With a focus on designing and managing retirement plans for peak return, McKinley Carter helps clients stay true to their values without sacrificing financial returns. As an SEC registered independent wealth management firm, McKinley Carter provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services. Every conversation with McKinley Carter is an energizing experience aimed at helping clients elevate their financial instincts and confidence.
2100 Market St, Wheeling, WV 26003, United States -
The Monteverde Group, LLC- Jason C. Haswell
● ClosedThe Monteverde Group, LLC- Jason C. Haswell is a finance institution located at 2001 Main Street in Wheeling, West Virginia, United States. With a focus on providing comprehensive financial services, the institution offers expert advice and personalized solutions to help clients achieve their financial goals. Led by Jason C. Haswell, the team at The Monteverde Group is dedicated to delivering top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment guidance, retirement planning, or estate planning, The Monteverde Group, LLC- Jason C. Haswell is committed to helping you secure a stable financial future.
2001 Main St #402, Wheeling, WV 26003, United States -
Felton & Felton, CPAs
● OpenFelton & Felton, CPAs is an accounting and finance institution located at 1144 Market Street in Wheeling, West Virginia, United States. Our team of professionals is dedicated to providing top-notch services to help you manage your business effectively. From payroll processing to tax season assistance, we have you covered. We also offer expertise in optimizing the use of QuickBooks and managing cash flow. With our deep analysis and strategic guidance, we can help you make sound business decisions. Our online apps make it easy to do business with us, and we are committed to reducing the burden of running your business. Let us help you navigate the complexities of business debt, technology integration, and supply chain disruptions. Focus on the wellness of your business, body, and mind with our personalized, human-centric approach. Contact Felton & Felton, CPAs today to see how we can help your small business thrive.
1144 Market St #600, Wheeling, WV 26003, United States -
Kozicki Hughes Tickerhoof, PLLC
● ClosedKozicki Hughes Tickerhoof, PLLC is a reputable accounting and finance firm located in Wheeling, West Virginia, United States. With years of experience and a team of skilled professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or auditing, Kozicki Hughes Tickerhoof, PLLC is committed to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to learn more about how they can help you achieve your financial goals.
32 20th Street 3rd Floor, Suite 300, Wheeling, WV 26003, United States -
Commonwealth Financial Services
● ClosedCommonwealth Financial Services is a trusted finance institution located at 21 Warden Run Road in Wheeling, West Virginia, United States. With a commitment to providing personalized financial solutions, Commonwealth Financial Services offers a wide range of services including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn how we can help you navigate the complexities of the financial world with confidence and ease.
21 Warden Run Rd #201, Wheeling, WV 26003, United States -
DeFranco Financial
● ClosedDeFranco Financial is a leading finance institution located at 1320 National Road in Wheeling, West Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust DeFranco Financial to help you achieve your financial goals and secure your financial future.
1320 National Rd, Wheeling, WV 26003, United States -
Edward Jones - Financial Advisor: Daniel Young, CFP®
● ClosedEdward Jones - Financial Advisor: Daniel Young, CFP® is a reputable finance institution located at 1078 East Bethlehem Boulevard in Wheeling, West Virginia, United States. As a Certified Financial Planner, Daniel Young provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones is dedicated to providing top-notch service and guidance to individuals seeking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Daniel Young and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence.
1078 E Bethlehem Blvd, Wheeling, WV 26003, United States -
Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street, Wheeling, West Virginia, United States. Bernadette Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect her expertise in various areas of financial planning, asset management, retirement planning, estate planning, and more. She is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
1206 Chapline St Ste 175, Wheeling, WV 26003, United States -
First Capital Financial Group - Ameriprise Financial Services, LLC
● OpenFirst Capital Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street in Wheeling, West Virginia, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, with a focus on protecting client information. Clients can refer friends and family members to the institution for assistance with financial goals.
1206 Chapline St Ste 175, Wheeling, WV 26003, United States
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