TOP 30 Business financial planning in West Virginia
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The Health Plan
● ClosedThe Health Plan, located at 1110 Main Street in Wheeling, West Virginia, is an insurance agency offering a variety of plans for different demographics. They provide plans for Ohio and West Virginia residents aged 65 or older, as well as those who meet Medicare requirements. They also offer low- or no-cost plans for children, pregnant women, and small to medium businesses. The Health Plan offers HMO, PPO, and POS health insurance plans for organizations in Ohio and West Virginia, along with services to help businesses cover employee medical costs. Members can track payments, find doctors, and access free healthy living tools through their Member Portal. The Health Plan also provides free Zoom for Healthcare for Medicare and Medicaid/CHIP members. They offer resources such as online directories for healthcare providers, health coaching, wellness resources, and self-management tools. Additionally, they provide information on financial assistance, food pantries, medical care, and COVID-19 protocols. Members can also access a Nurse Line for health care needs and providers can join The Health Plan’s network by filling out an interest form.
1110 Main St, Wheeling, WV 26003, United States -
Preston Business Services
● OpenPreston Business Services is a leading accounting and finance institution located at 23939 George Washington Highway in Aurora, West Virginia, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, payroll, and financial consulting. With a commitment to excellence and personalized service, Preston Business Services is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
23939 George Washington Hwy, Aurora, WV 26705, United States -
Phoenix Rising Financial Services LLC
● ClosedPhoenix Rising Financial Services LLC is a reputable accounting and finance institution located at 1831 Valley Road in Berkeley Springs, West Virginia. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Phoenix Rising Financial Services LLC to help you navigate the complexities of the financial world and secure a brighter financial future.
1831 Valley Rd, Berkeley Springs, WV 25411, United States -
Mazurkraemer Business Law
● OpenMazurkraemer Business Law is a small, female-led boutique business law & consulting firm located in Weirton, West Virginia, United States. Our team of former large firm lawyers offers comprehensive services in areas such as business, bankruptcy, creditors' rights and collection, consulting, litigation, real estate, and Italian citizenship matters. We pride ourselves on our top-notch technical skills and legal scholarship, while also being flexible, responsive, and client-centered. Our mission is to be your go-to business lawyers and trusted advisors for life, helping you navigate the complexities of the business world and achieve success. Contact us today for efficient and outstanding legal results.
Weirton, WV 26062, United States -
United Financial Center, LLC
● ClosedUnited Financial Center, LLC is a professional and independent insurance agency located at 16136 Appalachian Highway in Thomas, West Virginia. Specializing in personal and business insurance, as well as financial services, UFC is dedicated to providing high-quality service that exceeds clients' expectations. With a wide range of insurance and financial products, UFC ensures that clients are adequately covered at the best rates possible. Founded in 2011 by Zac, a West Virginian native and graduate of Fairmont State University, UFC is committed to serving fellow citizens and business owners in the area. Zac is passionate about helping clients make the best decisions for themselves, their families, or their businesses. Hunter, an Insurance Specialist at UFC, joined the team in 2016 and brings a wealth of knowledge and experience to the agency.
16136 Appalachian Hwy, Thomas, WV 26292, United States -
Hott Insurance & Financial Svc
● ClosedHott Insurance & Financial Services is a reputable insurance agency located at 568 South Mineral Street in Keyser, West Virginia. With a commitment to providing top-notch insurance and financial services to individuals and businesses in the area, our experienced team is dedicated to helping clients protect their assets and plan for their future. Whether you need auto, home, life, or business insurance, we offer a wide range of options to suit your needs. Contact us today to learn more about how we can help you secure your financial future.
568 S Mineral St, Keyser, WV 26726, United States -
Lendmark Financial Services LLC
● ClosedLendmark Financial Services LLC is a finance institution located at 796 Foxcroft Avenue in Martinsburg, West Virginia, United States. They provide a range of financial services including personal loans, debt consolidation, and auto loans. With a focus on customer service and personalized financial solutions, Lendmark Financial Services LLC is committed to helping individuals achieve their financial goals.
796 Foxcroft Ave Suite 105, Martinsburg, WV 25401, United States -
Allstate Personal Financial Representative: James Work
● ClosedAllstate Personal Financial Representative: James Work is a trusted finance and insurance agency located at 411 Oakland Street in Morgantown, West Virginia, United States. With a commitment to providing personalized financial solutions to meet the unique needs of each client, James Work offers a wide range of insurance products and financial services. Whether you are looking to protect your assets, plan for retirement, or invest for the future, James Work is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.
411 Oakland St, Morgantown, WV 26505, 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 -
TIAA Financial Services
● ClosedTIAA Financial Services is a trusted institution located at 1399 Stewartstown Road in Morgantown, West Virginia. As a comprehensive financial services provider, TIAA offers a range of banking, investment, and insurance services to meet the diverse needs of its clients. With a commitment to financial security and stability, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Visit TIAA Financial Services today to experience personalized service and expert advice from their team of professionals.
1399 Stewartstown Rd # 100, Morgantown, WV 26505, United States -
Clear Mountain Financial Solutions
● ClosedClear Mountain Financial Solutions, located at 102 Venture Drive in Morgantown, West Virginia, offers goals-based financial planning services to help clients achieve their financial goals through holistic planning strategies. With access to quality investment products such as portfolios, annuities, insurance, and education savings plans, our experienced team can assist clients at every stage of life, whether they are getting married, starting a family, changing careers, planning for retirement, or simply organizing their finances. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker/dealer. Clear Mountain Bank and Clear Mountain Financial Solutions work in partnership with LPL to provide comprehensive financial guidance. Schedule a meeting with us today to review your portfolio and discuss your financial needs.
102 Venture Dr, Morgantown, WV 26508, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 299 Rock Cliff Drive in Martinsburg, West Virginia, United States. With a strong reputation for providing personalized financial services and investment advice, Raymond James is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Raymond James Financial Services offers a wide range of financial solutions tailored to meet your specific needs. Trust in Raymond James to guide you towards a secure financial future.
299 Rock Cliff Dr, Martinsburg, WV 25401, United States -
Sterling Financial Management, Inc
● ClosedSterling Financial Management, Inc is a reputable finance institution located at 319 Panorama Drive in Martinsburg, West Virginia. With a focus on providing top-notch financial services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Sterling Financial Management, Inc has a team of experienced professionals ready to assist you every step of the way. Trustworthy and reliable, this institution is dedicated to helping clients secure their financial future.
319 Panorama Dr, Martinsburg, WV 25403, United States -
Benefits One Financial Services
● ClosedBenefits One Financial Services, located at 1604 West King Street in Martinsburg, West Virginia, is your go-to advisor for personal planning and employee benefits solutions. With over 25 years of combined experience, we specialize in Life Insurance, Personal Financial Planning, and Group Benefits. Whether you're a new parent, business owner, or going through a major life change, we can help you navigate the complex world of benefits and find the best options at the right price. We make planning and comparing benefits easy, so you can save valuable time and resources. Our services are available online, and we serve the local areas of Martinsburg, Inwood, Hedgesville, Shepherdstown, and Charles Town in West Virginia, as well as Winchester, Virginia, and Hagerstown, Maryland.
1604 W King St, Martinsburg, WV 25401, United States -
Edward Jones - Financial Advisor: Brett Nesselrodt, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Brett Nesselrodt, CFP®|AAMS™ is a finance institution located at 111 South Grove Street in Petersburg, West Virginia, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Brett Nesselrodt offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial advice and guidance to individuals, families, and businesses. Contact Brett Nesselrodt today to start planning for a secure financial future.
111 S Grove St Ste 2, Petersburg, WV 26847, United States -
Edward Jones - Financial Advisor: Tony M Cook
● ClosedEdward Jones - Financial Advisor: Tony M Cook is a renowned financial institution located at 739 North Main Street in Moorefield, West Virginia, United States. Specializing in finance, this institution offers expert advice and personalized financial solutions to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships with clients, Financial Advisor Tony M Cook provides tailored financial plans and investment strategies to maximize wealth and secure a stable financial future. Trust Edward Jones - Financial Advisor: Tony M Cook for all your financial needs.
739 N Main St Suite C, Moorefield, WV 26836, United States -
John Everson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Everson, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1270 Winchester Avenue in Martinsburg, West Virginia, offers a range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Everson is equipped to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, and insurance products. Specializing in wealth transfers, federal taxation, and financial planning for domestic partners, John Everson is dedicated to helping clients achieve their financial goals. With a focus on fiduciary practices and comprehensive knowledge of investment strategies, John Everson is committed to providing personalized financial solutions tailored to each client's unique needs. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, John Everson is here to help guide you towards financial success.
1270 Winchester Ave, Martinsburg, WV 25405, United States -
Edward Jones - Financial Advisor: Rachel A Elkins, CFP®
● ClosedAt Edward Jones - Financial Advisor: Rachel A Elkins, CFP®, located in Martinsburg, West Virginia, United States, you can trust in the expertise and professionalism of our Certified Financial Planner, Rachel A Elkins. With a commitment to helping clients achieve their financial goals, we offer personalized financial planning services to individuals and families. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Rachel A Elkins is dedicated to providing sound financial advice tailored to your specific needs. Visit us at 1804 West King Street to start planning for a secure financial future today.
1804 W King St Suite 100, Martinsburg, WV 25401, United States -
Mass Mutual Financial Group
● ClosedMass Mutual Financial Group is a reputable finance and insurance agency located at 510 South Raleigh Street in Martinsburg, West Virginia. With a strong presence in the United States, Mass Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals are dedicated to providing personalized solutions and exceptional customer service to clients. Whether you are looking to invest for the future, secure your family's financial future, or protect your assets, Mass Mutual Financial Group is committed to helping you navigate the complexities of the financial world with confidence.
510 S Raleigh St, Martinsburg, WV 25401, United States -
Mary C Linton Financial & Tax
● ClosedMary C Linton Financial & Tax is a reputable accounting and finance institution located at 490 Williamsport Pike in Martinsburg, West Virginia, United States. With a team of experienced professionals, we offer a wide range of financial and tax services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. We strive to provide personalized and reliable solutions to help our clients achieve their financial goals. Visit us today to experience our exceptional services and expertise.
490 Williamsport Pike, Martinsburg, WV 25404, United States -
The Myrias Group - Ameriprise Financial Services, LLC
● OpenThe Myrias Group - Ameriprise Financial Services, LLC is a finance institution located at 1270 Winchester Avenue in Martinsburg, West Virginia, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations on financial planning concepts. While they cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of the institution's website are bound by certain rules and regulations, and can expect privacy and security measures to be in place. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing additional assurance to clients. Referrals are welcomed and will be contacted promptly to discuss their financial needs.
1270 Winchester Ave, Martinsburg, WV 25405, United States -
Phillip McCoy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhillip McCoy - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1270 Winchester Avenue, Martinsburg, West Virginia, United States. With a range of certifications and designations 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®, CERTIFIED FINANCIAL PLANNER™, 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®, the institution offers comprehensive financial planning services. The team at Phillip McCoy - Financial Advisor is dedicated to providing expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Their commitment to ethical practices and ongoing education ensures that clients receive top-notch financial guidance tailored to their individual needs. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Phillip McCoy - Financial Advisor, Ameriprise Financial Services, LLC is equipped to help you achieve your financial goals."
1270 Winchester Ave, Martinsburg, WV 25405, United States -
Edward Jones - Financial Advisor: Amanda Burkhart Ryder, CFP®
● OpenEdward Jones - Financial Advisor: Amanda Burkhart Ryder, CFP® is a reputable financial institution located at 75 Maddex Square Drive in Shepherdstown, West Virginia, United States. Specializing in personalized financial planning and investment strategies, Amanda Burkhart Ryder, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones is committed to helping individuals and families secure their financial future. Contact Amanda Burkhart Ryder today for expert financial advice and guidance.
75 Maddex Square Dr, Shepherdstown, WV 25443, United States -
Edward Jones - Financial Advisor: Jennifer Blackford Fountain
● ClosedEdward Jones - Financial Advisor: Jennifer Blackford Fountain is a reputable finance institution located at 112 East 3rd Avenue in Ranson, West Virginia, United States. Jennifer Blackford Fountain is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships based on trust and integrity, Jennifer provides expert guidance on retirement planning, investment management, and wealth preservation. Whether you are looking to grow your wealth or plan for a secure future, Edward Jones - Financial Advisor: Jennifer Blackford Fountain is committed to helping you navigate the complexities of the financial world with confidence.
112 E 3rd Ave, Ranson, WV 25438, United States -
Petersburg Tax Prep & Business Services LC
● ClosedPetersburg Tax Prep & Business Services LC is a professional accounting and finance institution located at 411 Virginia Avenue in Petersburg, West Virginia, United States. Specializing in tax preparation and a wide range of business services, our experienced team is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax planning, bookkeeping, or payroll services, we are committed to providing personalized solutions to meet your specific needs. Trust Petersburg Tax Prep & Business Services LC for expert financial guidance and support.
411 Virginia Ave Suite A, Petersburg, WV 26847, United States -
West Liberty University Gary E. West College of Business
● OpenWest Liberty University Gary E. West College of Business is a prestigious institution located at University Drive in Overbrook, West Virginia, United States. The college offers a wide range of undergraduate and graduate programs in business administration, accounting, finance, marketing, and more. With a strong focus on experiential learning and professional development, students at the college are provided with the knowledge and skills needed to succeed in today's competitive business world. The faculty at the Gary E. West College of Business are experts in their fields and are dedicated to providing students with a high-quality education. Whether you are looking to start your career in business or advance to the next level, West Liberty University Gary E. West College of Business is the perfect place to achieve your goals.
University Dr, Overbrook, WV 26003, United States -
West Liberty University Business Office
● ClosedThe West Liberty University Business Office is the central hub for all financial transactions and services at the university. Located at 208 University Drive in West Liberty, West Virginia, this office handles everything from student tuition payments to payroll for university employees. The dedicated staff at the Business Office are available to assist students, faculty, and staff with any financial questions or concerns they may have. Whether it's setting up a payment plan, processing refunds, or providing information on financial aid, the Business Office is here to help ensure a smooth and efficient financial experience for all members of the university community.
College Union, 208 University Dr, West Liberty, WV 26074, United States -
Allstate Personal Financial Representative: Janice Smith
● ClosedAllstate Personal Financial Representative: Janice Smith is a trusted finance and insurance agency located at 1122 Frankfort Highway in Ridgeley, West Virginia, United States. Janice Smith is dedicated to helping clients achieve their financial goals and secure their future through personalized financial planning and insurance services. With a strong commitment to customer satisfaction and expertise in the industry, clients can trust Janice Smith to provide reliable and comprehensive financial guidance. Contact Allstate Personal Financial Representative: Janice Smith today to start planning for a secure financial future.
1122 Frankfort Hwy, Ridgeley, WV 26753, United States -
Horizon Financial Group
● ClosedHorizon Financial Group is a leading finance institution located at 200 Ivy Lane in Weirton, West Virginia, United States. With a strong commitment to providing top-notch financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Horizon Financial Group has a team of experienced professionals ready to assist you. Trust in Horizon Financial Group to help you navigate the complex world of finance and secure a prosperous future.
200 Ivy Ln, Weirton, WV 26062, 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
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