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TOP 30 Comprehensive financial planning in Wheeling, WV
8 results found
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The Health Plan
The 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.
AAA Wheeling Insurance and Member Services
AAA Wheeling Insurance and Member Services is a comprehensive financial institution located at 846 National Road in Wheeling, West Virginia. As a trusted insurance agency, we provide a wide range of insurance products to protect you and your assets. Additionally, we offer valuable member services such as travel planning and discounts. Whether you are looking for auto, home, or life insurance, or need assistance planning your next vacation, our experienced team is here to help. Visit us today to learn more about how we can meet your financial and insurance needs.
Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
Bernadette 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.
First Capital Financial Group - Ameriprise Financial Services, LLC
First 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.
Seachrist and Associates, A.C.
Seachrist & 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.
The Monteverde Group, LLC- Jason C. Haswell
The 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.
The Thrasher Group, Inc.
The Thrasher Group, Inc. is a leading general contractor and local government office located at 600 White Oaks Boulevard in Bridgeport, West Virginia, United States. As the #1 design firm in West Virginia, #10 in Water Resources in the Mid-Atlantic region, #27 overall in the Mid-Atlantic, and #214 in the US, Thrasher Group is committed to helping communities and industries thrive. With a focus on integrated services for the full life-cycle of a project, Thrasher Group offers architecture, engineering, and field services including environmental, survey, materials testing, and construction management. With offices in multiple locations including Beckley, Bridgeport, Charleston, and Wheeling, Thrasher Group is dedicated to driving projects to completion and building lasting partnerships with clients. For all your project needs, contact The Thrasher Group, Inc. to get started.
Yourkovich & Associates
Yourkovich & Associates is a reputable accounting and finance institution located at 246 Kruger Street in Wheeling, West Virginia, United States. Specializing in guiding clients through shale gas taxation, our experienced and proven leaders are dedicated to providing superior professional and personal service. As Certified Public Accountants (CPAs), we are committed to continuing education and professional training to ensure we can save you money and stress with our expertise in taxes and finance. Since 1996, we have been offering tax services for the Ohio Valley, including tax preparation, tax planning, electronic filing, and tax returns. We handle a variety of financial matters related to gas and oil, such as lease payments, royalties, pipeline-related payments, easements/right-of-way payments, and damage payments. Trust Yourkovich & Associates to help you develop sound tax and financial strategies for both your business and personal finances. Don't be fooled by flashy advertising campaigns - choose personalized service and expert advice with Yourkovich & Associates.
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