Customized financial solutions in Charleston, West Virginia
32 results found
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 340 MacCorkle Avenue Southeast in Charleston, West Virginia, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions for their customers, OneMain Financial strives to help individuals achieve their financial goals and improve their overall financial well-being. Their experienced team of professionals are dedicated to providing excellent customer service and tailored financial solutions to meet the unique needs of each individual.
340 MacCorkle Ave SE Ste 310, Charleston, WV 25314, United States -
Roop Insurance and Financial Services
● ClosedRoop Insurance and Financial Services is a trusted insurance agency located at 1557 Robert C Byrd Drive in Crab Orchard, West Virginia. Serving the communities of Charleston, Beckley, Princeton, and Lewisburg for over 29 years, we specialize in providing both personal and business insurance solutions. As an independent agency, our focus is on finding the right coverage options and pricing for your individual needs, rather than pushing specific insurance companies. We offer a wide range of insurance providers to choose from, ensuring that you receive the best fit for your unique situation.
1557 Robert C Byrd Dr, Crab Orchard, WV 25827, United States -
Roop Insurance and Financial Services
● ClosedRoop Insurance and Financial Services, located at 3788 Robert C Byrd Drive in Beckley, West Virginia, is a trusted insurance agency serving Crab Orchard, Charleston, Beckley, Princeton, and Lewisburg. With over 29 years of experience, we offer personal and business insurance with specialties in various areas. As an independent agency, our focus is on finding the right coverage options and pricing for your unique needs, working with a range of insurance providers. Our commitment to exceptional customer service includes 24/7 availability via texting, email, and Facebook, as well as convenient payment options. Explore our interactive graphics to understand your risks and find suitable insurance solutions. Contact us at 304-255-5720 or visit our office to learn more about how we can protect you from the unexpected.
3788 Robert C Byrd Dr, Beckley, WV 25801, United States -
Allstate Personal Financial Representative: David Sullwold
● ClosedAllstate Personal Financial Representative: David Sullwold is an insurance agency located at 5215 MacCorkle Avenue Southwest in Charleston, West Virginia, United States. As a trusted representative, David Sullwold helps individuals and families with their insurance needs, providing personalized financial solutions and advice. Whether you're looking for auto, home, life, or other types of insurance coverage, David is dedicated to helping you protect what matters most. With a commitment to excellent customer service and a wealth of knowledge in the insurance industry, you can trust Allstate Personal Financial Representative: David Sullwold to provide you with the coverage and peace of mind you deserve.
5215 MacCorkle Ave SW, Charleston, WV 25309, United States -
Merrill Lynch Financial Advisor Joshua Cross
● ClosedMerrill Lynch Financial Advisor Joshua Cross, located at 500 Lee Street, Charleston, West Virginia, United States, is a finance institution that prides itself on its dedicated advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to providing exemplary client service and building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team offers expertise in asset allocation, diversification, and rebalancing to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding what matters most to clients, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing tools like the Investment Personality Assessment, the team can tailor financial approaches to align with the unique goals and priorities of each client. Through ongoing communication and personalized planning, Merrill Lynch Financial Advisor Joshua Cross aims to help clients navigate the complexities of their financial lives and achieve their goals.
500 Lee St Unit 1100, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor Trip Shumate
● ClosedMerrill Lynch Financial Advisor Trip Shumate, located at 500 Lee Street in Charleston, West Virginia, offers personalized financial advice and guidance to help clients develop a customized financial strategy. With nearly 30 years of experience in the newspaper business, venture capital, and public accounting, Trip Shumate has a deep understanding of the financial challenges facing small business owners. As an entrepreneur within a large company, Trip creates a client-centered practice with access to the extensive resources of a respected financial services firm. At Merrill Lynch Wealth Management, Trip and his team focus on building strong client relationships based on trust and personalized service. They utilize the Merrill Personal Wealth Analysis™ to create a personalized plan centered on each client's goals and aspirations. By listening to clients' needs and priorities, Trip helps them navigate through life's transitions and financial challenges.
500 Lee St Unit 1100, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor J B Willis
● ClosedMerrill Lynch Financial Advisor J B Willis is a trusted institution located at 500 Lee Street in Charleston, West Virginia, United States. With over 30 years of experience in finance, JB Willis is dedicated to building strong relationships with his clients and helping them make important financial decisions. He works with clients to develop personalized wealth management strategies, from investment selection to business ownership transfer. JB's passion for his work is evident in his commitment to providing personalized service and guidance to his clients. As a graduate of Marshall University with a B.S. in Marketing and Finance, JB has a strong background in the industry. He now works with third-generation clients, a testament to the long-term relationships he has built over the years. With access to the global resources of Merrill, JB's team is comprised of talented individuals focused on building trust and providing personalized service to clients.
500 Lee St Unit 1100, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor Lyle Smith
● ClosedMerrill Lynch Financial Advisor Lyle Smith is a prestigious finance institution located at 500 Lee Street, Charleston, West Virginia, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to providing exemplary client service, supported by the global resources of the company. The advisors focus on building strong client relationships based on trust and personalized service, tailored to individual goals and priorities. Through the Investment Personality Assessment, Merrill aims to understand clients better and customize financial approaches to help them pursue meaningful goals. The institution offers wealth management plans, investment insights, trust services, and banking convenience through Bank of America. The advisors at Merrill Lynch work with clients to develop personalized plans that address their needs and goals, ensuring they stay on track regardless of market fluctuations. The institution also provides the latest investment insights, tips, and strategies to help clients achieve their financial objectives. Merrill Lynch Financial Advisor Lyle Smith is committed to putting clients first and providing comprehensive financial solutions to help them live their best financial life.
500 Lee St Unit 1100, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor Jamie O'Connor
● ClosedMerrill Lynch Financial Advisor Jamie O'Connor" located in Charleston, West Virginia, United States. O'Connor & Associates is a dynamic financial advisory team that believes in building strong relationships through teamwork and involvement. They offer customized wealth management services to clients, businesses, and families across the country. Their goals-based wealth management process begins by getting to know you and your family, so they can create personalized strategies to help you pursue your dreams. Services provided by O'Connor & Associates include retirement strategies, life insurance analysis, residential lending, alternative investments, estate preparation, cash management, professional practice lending, retirement plan design, and business succession planning. They work with clients' CPAs and attorneys to ensure comprehensive financial planning.
500 Lee Street E Suite 1100, Laidley Tower, Charleston, WV 25301, United States -
Jeremy King - RBC Wealth Management Financial Advisor
● ClosedJeremy King - RBC Wealth Management Financial Advisor is a leading financial institution located at 500 Lee Street East in Charleston, West Virginia, United States. Specializing in wealth management, Jeremy King and his team provide expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Jeremy King - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complex world of finance with confidence and peace of mind. Contact them today to learn more about how they can help you secure your financial future.
500 Lee St E Suite 170, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor Les O'Connor Jr
● ClosedMerrill Lynch Financial Advisor Les O'Connor Jr is a finance institution located in Charleston, West Virginia, United States. The institution, situated at 500 Lee Street, East Suite 1100 Laidley Tower, Charleston, WV 25301, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates, along with access to global investment capabilities of Merrill and banking convenience of Bank of America, aim to be your primary source for financial advice and guidance. The institution offers customized wealth management services to clients, businesses, and families across the country, focusing on integrity, personalized service, responsiveness, and transparency. Their goals-based wealth management process begins with getting to know you and your family, understanding your objectives, and creating customized strategies to help you pursue your dreams. O'Connor & Associates works with individuals, families, and businesses to incorporate retirement strategies, life insurance analysis, residential lending, alternative investments, estate preparation, and more. They provide fiduciary advisory services, legacy of service excellence, and a team that shares your priorities. The institution believes in a personalized approach to financial planning, helping you manage, grow, and preserve your wealth while considering the impact it can have for years to come. With access to investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. The team at Merrill Lynch Financial Advisor Les O'Connor Jr is committed to building strong client relationships based on trust and personalized service, helping you reach your goals and stay on track to achieve what's most important to you.
500 Lee Street E Suite 1100, Laidley Tower, Charleston, WV 25301, United States -
1F Cash Advance
● Closed1F Cash Advance is a trusted finance institution located at 4118 Cottage Avenue in Charleston, West Virginia, United States. We specialize in providing quick and convenient cash advance services to help individuals meet their financial needs. Our experienced team is dedicated to providing excellent customer service and personalized solutions to assist our clients in managing their expenses. With a focus on transparency and integrity, 1F Cash Advance is committed to helping our customers navigate their financial challenges with ease. Visit us today to learn more about our services and how we can help you with your financial needs.
4118 Cottage Ave, Charleston, WV 25304, United States -
C T Corporation System
● ClosedC T Corporation System, located at 5098 Washington Street West in Charleston, West Virginia, is a part of Wolters Kluwer, a global provider of professional information, software solutions, and services for various industries including healthcare, finance, legal, and regulatory sectors. Specializing in clinical technology, evidence-based solutions, and regulatory compliance, C T Corporation System offers tools and guidance to help companies meet their obligations and manage risks efficiently. They provide expert solutions for financial departments and institutions to ensure real-time and accurate financial reporting.
5098 Washington St W, Charleston, WV 25313, United States -
Matthew Rowsey - State Farm Insurance Agent
● ClosedMatthew Rowsey - State Farm Insurance Agent is a reputable insurance agency located in Charleston, West Virginia. Specializing in health insurance, they offer a wide range of coverage options to meet the individual needs of their clients. With a commitment to providing excellent customer service and personalized insurance solutions, Matthew Rowsey and his team strive to help their clients protect their health and financial well-being. Conveniently located at 401 58th Street Southeast, this State Farm Insurance Agent is dedicated to serving the community with integrity and professionalism.
401 58th St SE, Charleston, WV 25304, United States -
Summit Community Bank
● ClosedSummit Community Bank is a trusted financial institution located at 400 Washington Street East in Charleston, West Virginia, United States. As a full-service bank, Summit Community Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts through the bank's ATMs located at the branch. With a commitment to providing personalized service and innovative banking solutions, Summit Community Bank is dedicated to helping individuals and businesses achieve their financial goals.
400 Washington St E, Charleston, WV 25301, United States -
Huntington Bank
● ClosedHuntington Bank is a trusted financial institution located at 500 Lee Street East in Charleston, West Virginia, United States. As a full-service bank, Huntington Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. With convenient ATM locations, customers can easily access their accounts and manage their finances. With a commitment to providing excellent customer service and innovative financial solutions, Huntington Bank is a top choice for individuals and businesses looking for reliable banking services.
500 Lee St E, Charleston, WV 25301, United States -
Isaac Holstein - Gateway Mortgage
● ClosedIsaac Holstein - Gateway Mortgage is a finance institution located at 1202 Virginia Street East in Charleston, West Virginia. Specializing in mortgage services, they offer a range of financial solutions to help individuals achieve their home ownership goals. With a focus on customer service and expertise in the mortgage industry, Isaac Holstein - Gateway Mortgage is dedicated to providing personalized and reliable financial assistance to clients in the Charleston area and beyond.
1202 Virginia St E, Charleston, WV 25301, United States -
Building Appalachia LLC
● OpenBuilding Appalachia LLC is a general contractor and real estate agency located at 600 Westmoreland Office Park in Dunbar, West Virginia, United States. If you are looking to sell your home in West Virginia, Building Appalachia can provide you with a cash offer within 24 hours. They can close fast or on your timeline, taking the stress off your current real estate situation. By selling your home directly to Building Appalachia, you can avoid realtor fees and commissions. As real estate investors, Building Appalachia takes pride in helping distressed homeowners find solutions to their real estate problems. They pay cash, cover all closing costs, and can close on your timeline. They specialize in buying homes in any condition and focus on revitalizing distressed properties, including single and multi-family homes. Whether you are looking to sell or buy a home, their team can guide you through the process and make it a hassle-free transaction.
600 Westmoreland Office Park STE 100, Dunbar, WV 25064, United States -
United Bank
● ClosedUnited Bank is a leading financial institution located at 500 Virginia Street East in Charleston, West Virginia. As a full-service bank, United Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a strong commitment to customer service and community involvement, United Bank is dedicated to helping customers achieve their financial goals and dreams. Whether you're looking for personal banking solutions, business banking services, or investment options, United Bank has the expertise and resources to help you succeed. Visit us today to experience the difference that United Bank can make in your financial life.
500 Virginia St E, Charleston, WV 25301, United States -
Walmart Money Center
● ClosedThe Walmart Money Center located at 2700 Mountaineer Boulevard in South Charleston, West Virginia, is a convenient and reliable financial institution within the Walmart store. Offering a wide range of financial services such as money transfers, check cashing, bill payments, and money orders, the Walmart Money Center provides customers with easy access to essential financial transactions. With a focus on convenience and affordability, this institution is a one-stop shop for all your financial needs.
2700 Mountaineer Blvd, South Charleston, WV 25309, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company is a leading insurance agency located in Charleston, West Virginia, United States. With a strong commitment to providing reliable and comprehensive insurance solutions, they offer a range of products to meet the individual needs of their clients. Whether you are looking for life insurance, retirement planning, or investment options, Western & Southern Life Insurance Company has the expertise and resources to help you secure your financial future. Their experienced team of professionals is dedicated to delivering exceptional customer service and personalized guidance to ensure that you have the coverage you need. Trust Western & Southern Life Insurance Company to protect what matters most to you.
200 Association Dr Forbes CTR, STE 150, Charleston, WV 25311, United States -
Central Insurance Advisors, LLC
● ClosedCentral Insurance Advisors, LLC is a reputable health insurance agency located at 107 Hale Street in Charleston, West Virginia. Our team of experienced advisors is dedicated to helping individuals and families find the best insurance coverage to meet their needs. We offer personalized service and strive to make the insurance process easy and stress-free for our clients. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
107 Hale St ste 321 fl 3, Charleston, WV 25301, United States -
Triple Crown Wealth Management
● OpenTriple Crown Wealth Management is a leading finance institution located at 232 Capitol Street in Charleston, West Virginia, United States. With a focus on providing expert financial advice and personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Triple Crown Wealth Management is committed to providing tailored solutions to meet your unique needs. Trust us to guide you towards financial success and prosperity.
232 Capitol St, Charleston, WV 25301, United States -
BLAIR & COMPANY, A.C.
● ClosedBLAIR & COMPANY, A.C. is a reputable accounting and finance institution located at 179 Summers Street in Charleston, West Virginia, United States. With a strong commitment to providing top-notch financial services, our team of experienced professionals offers a wide range of accounting and financial solutions to meet the needs of individuals and businesses alike. Whether you require tax preparation, auditing, consulting, or financial planning services, BLAIR & COMPANY, A.C. is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
179 Summers St #721, Charleston, WV 25301, United States -
Joel McDavid - Morgan Stanley
● OpenJoel McDavid - Morgan Stanley is a renowned financial institution located at 500 Lee Street East in Charleston, West Virginia, United States. With a strong reputation for excellence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and financial advisory. Clients can trust in the expertise and experience of the professionals at Joel McDavid - Morgan Stanley to help them achieve their financial goals and secure their financial future.
Laidley Twr, 500 Lee St E Ste 300, Charleston, WV 25301, United States -
Diversified Investments Strategies
● ClosedDiversified Investments Strategies is a finance institution located at 132 Ruthlawn Drive in South Charleston, West Virginia, United States. Our team specializes in creating personalized investment strategies to help our clients achieve their financial goals. With a focus on diversification and risk management, we offer a wide range of investment options to suit individual needs and preferences. Our experienced professionals are dedicated to providing expert guidance and support to help clients navigate the complex world of investing. Contact us today to learn more about how Diversified Investments Strategies can help you build a secure financial future.
132 Ruthlawn Dr, South Charleston, WV 25309, United States -
Brett K. Staples - Truist Wealth
● OpenBrett K. Staples - Truist Wealth is a finance institution located at 300 Summers Street in Charleston, West Virginia, United States. Brett Staples, the Managing Director and Financial Advisor, has over 30 years of experience in private banking, trust, and investments. The institution specializes in serving high-net-worth clients who have at least $1M in investments and desire discretionary investment management. The team focuses on providing customized attention and dedicated service to their clients, integrating internal and external professional advisors to deliver comprehensive solutions. Services offered include banking products, trust and investment management, securities brokerage, insurance, investment advisory, and mortgage products. Truist Advisors are associated persons of Truist Investment Services, Inc. and Truist Advisory Services, Inc. The institution provides resources for consumers with Limited English Proficiency, including translation or other language access services. Customers are encouraged to consult with their tax or legal professionals before taking any action with potential tax or legal consequences.
300 Summers St Suite 500, Charleston, WV 25301, United States -
Truist Wealth
● OpenTruist Wealth, located at 300 Summers Street in Charleston, West Virginia, is a finance institution that is part of the Houchins Group of Truist Investment Services, Inc. Offering a range of services including banking products, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products, Truist Wealth is committed to providing comprehensive financial solutions to its clients. With a team of experienced professionals, including Truist Advisors, the institution aims to help individuals and businesses achieve their financial goals. Please note that all communications and agreements from Truist Bank and its subsidiaries will be in English, and translation services may be available for customers with Limited English Proficiency.
300 Summers St Suite 500, Charleston, WV 25301, United States -
United Bank
● ClosedUnited Bank is a leading financial institution located at 4605 Pennsylvania Avenue in Charleston, West Virginia. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and communities in the United States. Our dedicated team of professionals is committed to providing personalized solutions to meet the unique needs of our customers. Whether you are looking for a checking account, savings account, mortgage, or business loan, United Bank is here to help you achieve your financial goals. Visit us today and experience the difference of banking with United Bank.
4605 Pennsylvania Ave, Charleston, WV 25302, United States -
United Bank
● ClosedUnited Bank is a leading financial institution located at 4901 MacCorkle Avenue Southeast in Charleston, West Virginia. As a trusted bank, we provide a wide range of financial services to individuals, businesses, and communities in the United States. With a commitment to customer service and financial stability, United Bank aims to help our clients achieve their financial goals and thrive in today's economy. Visit us today to experience personalized banking solutions and expert financial advice.
4901 MacCorkle Ave SE, Charleston, WV 25304, United States
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