Comprehensive wealth management services in Wheeling, West Virginia

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 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.

Bryan Wealth Management is a premier financial services firm located at 1031 National Rd, Wheeling, WV 26003, United States. Specializing in comprehensive wealth management, this locally-owned business is dedicated to helping individuals, families, and businesses achieve their financial goals. With a client-centric approach, Bryan Wealth Management offers a wide array of services including investment planning, retirement planning, estate planning, and risk management. At Bryan Wealth Management, the team of experienced financial advisors is committed to providing personalized solutions tailored to each client’s unique needs and financial situation. Whether you’re planning for retirement, looking to grow your investment portfolio, or seeking advice on managing your assets, Bryan Wealth Management provides expert guidance and strategic planning to ensure your financial success.

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.

Traditional American Medicine: Dr. Alexander Sample Located at 32 20th St Suite 430 in the heart of Wheeling, WV, Traditional American Medicine is dedicated to providing comprehensive healthcare services with a personal touch. Under the experienced guidance of Dr. Alexander Sample, our practice focuses on delivering high-quality medical care tailored to meet the unique needs of each patient.

Dr. David A. Kappel, MD, is a distinguished medical practice located at 40 Medical Park Rd #200, Wheeling, WV 26003, United States. Specializing in comprehensive healthcare services, Dr. Kappel is committed to providing exceptional medical care with a focus on patient-centered treatment. With a wealth of experience and a dedication to the well-being of his patients, Dr. Kappel offers a wide range of medical services tailored to meet individual health needs. The practice is conveniently situated in the heart of Wheeling, ensuring accessible and quality healthcare for the local community. Whether you are seeking routine check-ups, specialized medical advice, or ongoing health management, Dr. David A. Kappel, MD, and his professional team are here to support your journey to optimal health.

WesBanco Bank, located at 333 Penco Rd, Weirton, WV 26062, is a reputable financial institution dedicated to providing a comprehensive range of banking and financial services to the local community. As a member of FDIC and an Equal Housing Lender, WesBanco Bank ensures the security and reliability of its services, making it a trusted partner for all your financial needs. At WesBanco Bank, customers have access to a variety of banking products, including checking and savings accounts, loans, credit cards, and investment services. The bank prides itself on offering innovative solutions like the all-in-one checking account with features such as Advance Paycheck Access, allowing customers to get paid up to two days early. Additionally, WesBanco provides competitive credit card offerings, including promotions like $150 and 4X points on dining, take-out, and food delivery, along with 2X unlimited points on groceries, gas, and streaming services.

Welcome to Truist Financial, your trusted partner in banking and finance, located at 1226 Water St, Wheeling, WV 26003, United States. As a comprehensive financial institution, Truist Financial offers a wide range of services to meet all your banking and investment needs. ### Our Services: - Banking Products and Services: Truist Bank, Member FDIC, provides a variety of banking products including loans and deposit accounts tailored to fit your financial needs.

WesBanco Bank, located at 955 Main St, Follansbee, WV, is a trusted financial institution committed to providing exceptional banking and financial services to the local community. As a member of the FDIC and an equal housing lender, WesBanco ensures security, reliability, and comprehensive support for all your financial needs.

Truist Mortgage - Wheeling, WV Located at 1145 Main St, Wheeling, WV 26003, Truist Mortgage is a leading financial service provider dedicated to helping you achieve your home ownership dreams. Specializing in mortgage products and services, Truist Mortgage offers a comprehensive array of financial solutions tailored to meet your unique needs.

Since its establishment in 2000, Security National Trust Co. has been a nationally chartered, full-service trust company dedicated to offering top-tier financial services in Wheeling, WV. Privately owned and independent, Security National serves as a "central office" for families, while also catering to many individual clients with a wide range of needs.

Welcome to WesBanco Bank, your trusted financial partner located conveniently at 613 Marshall St in McMechen, WV. As a full-service bank, we are committed to helping our customers achieve their financial goals through a comprehensive range of products and services. Whether you need personal banking solutions, business banking services, or expert financial advice, WesBanco Bank is here to support you every step of the way.

Located conveniently in Morgantown, WV, WesBanco Bank - ATM provides a range of financial services to meet your everyday banking needs. Whether you need to withdraw cash, check your account balance, or perform other essential banking transactions, our ATM is available to serve you efficiently.