TOP 30 Estate planning services in West Virginia
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Merrill Lynch Financial Advisor Joshua Cross
● OpenMerrill 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 -
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 -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 500 Lee Street in Charleston, West Virginia, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and estate planning services. The advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations.
500 Lee St Unit 1100, Charleston, WV 25301, United States -
Poling Wealth
● OpenPoling Wealth is a reputable financial institution located at 330 Harper Park Drive in Beckley, West Virginia, United States. Specializing in wealth management and financial planning services, Poling Wealth is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Poling Wealth is committed to providing expert guidance and exceptional service to help you secure a successful financial future.
330 Harper Park Dr # C, Beckley, WV 25801, United States -
Edward Jones - Financial Advisor: John Flowers
● OpenEdward Jones - Financial Advisor: John Flowers is a reputable finance institution located at 1000 Technology Drive in Fairmont, West Virginia, United States. With John Flowers at the helm, clients can expect personalized financial advice and expert guidance to help them achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust in John Flowers and the team at Edward Jones to help secure your financial future.
1000 Technology Dr Ste 1335, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Brian Kerekes, CFP®
● OpenEdward Jones - Financial Advisor: Brian Kerekes, CFP® is a reputable financial institution located at 1000 Technology Drive in Fairmont, West Virginia, United States. As a Certified Financial Planner, Brian Kerekes provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to providing personalized and comprehensive financial solutions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian Kerekes, CFP® is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1000 Technology Dr Suite 1340, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Scott A Kinty
● OpenEdward Jones - Financial Advisor: Scott A Kinty is a reputable financial institution located in Fairmont, West Virginia. As a trusted financial advisor, Scott A Kinty provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Scott A Kinty is dedicated to helping individuals and families secure their financial future. Visit their office at 724 East Park Avenue to start planning for a better tomorrow.
724 E Park Ave, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Tom Kliethermes
● OpenEdward Jones - Financial Advisor: Tom Kliethermes is a trusted financial institution located at 419 Fairmont Avenue in Fairmont, West Virginia, United States. As a dedicated finance professional, Tom Kliethermes provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance in managing their investments and securing their financial future. Contact Tom Kliethermes today to schedule a consultation and start planning for a brighter tomorrow.
419 Fairmont Ave Suite 2, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Robert A Kozul, AAMS™
● OpenEdward Jones - Financial Advisor: Robert A Kozul, AAMS™ is a finance institution located at 419 Fairmont Avenue, Fairmont, West Virginia, United States. As a trusted financial advisor, Robert A Kozul, AAMS™ provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families navigate the complex world of finance and investments. Contact Edward Jones - Financial Advisor: Robert A Kozul, AAMS™ today to start planning for a secure financial future.
419 Fairmont Ave Suite 2, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Jason A Graser
● OpenEdward Jones - Financial Advisor: Jason A Graser is a trusted financial institution located at 724 East Park Avenue in Fairmont, West Virginia. As a dedicated financial advisor, Jason A Graser provides personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason A Graser and the team at Edward Jones are here to help you every step of the way. Visit us today to start planning for a secure financial future.
724 E Park Ave, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz
● OpenEdward Jones - Financial Advisor: Mattie Kliethermes-Trefz is a trusted financial institution located at 419 Fairmont Avenue in Fairmont, West Virginia, United States. Specializing in personalized financial planning and investment services, Mattie Kliethermes-Trefz is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz is committed to providing top-notch financial guidance and support.
419 Fairmont Ave Suite 2, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Caleb Durst
● OpenEdward Jones - Financial Advisor: Caleb Durst is a reputable finance institution located at 905 Washington Street in Ravenswood, West Virginia, United States. Caleb Durst is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Caleb Durst can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Caleb Durst is committed to helping clients secure their financial future.
905 Washington St Ste C, Ravenswood, WV 26164, United States -
RBC Wealth Management Branch - Huntington
● OpenRBC Wealth Management Branch in Huntington is a trusted financial institution located at 704 4th Avenue in Huntington, West Virginia. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to start planning for a secure financial future.
704 4th Ave, Huntington, WV 25701, United States -
David Miller - RBC Wealth Management Financial Advisor
● OpenDavid Miller - RBC Wealth Management Financial Advisor is a leading financial institution located in Huntington, West Virginia. As a trusted advisor, David Miller provides expert financial guidance and personalized wealth management solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, David Miller offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, David Miller is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 704 4th Avenue to learn more about how we can help you secure your financial future.
704 4th Ave, Huntington, WV 25701, United States -
Merrill Lynch Financial Advisor Jamie O'Connor
● OpenMerrill 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 -
Merrill Lynch Financial Advisor Les O'Connor Jr
● OpenMerrill 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 -
Edward Jones - Financial Advisor: Richard E Hampton
● OpenEdward Jones - Financial Advisor: Richard E Hampton is a trusted financial institution located at 322 South Eisenhower Drive in Beckley, West Virginia, United States. As a dedicated finance professional, Richard E Hampton offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial guidance and support to individuals and families in the Beckley area. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Richard E Hampton and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence and peace of mind.
322 S Eisenhower Dr Suite A, Beckley, WV 25801, United States -
Edward Jones - Financial Advisor: Wayne Rhodes
● OpenEdward Jones - Financial Advisor: Wayne Rhodes is a reputable financial institution located at 269 Market Road in Beckley, West Virginia, United States. As a trusted financial advisor, Wayne Rhodes offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Wayne Rhodes provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Edward Jones - Financial Advisor: Wayne Rhodes is dedicated to helping you secure a sound financial future.
269 Market Rd, Beckley, WV 25801, United States -
Bill Kinder & Associates
● OpenBill Kinder & Associates is a reputable finance institution located at 968 Ritter Drive in Beaver, West Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Bill Kinder & Associates is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure your financial future.
968 Ritter Dr, Beaver, WV 25813, United States -
Suttle & Stalnaker, PLLC
● OpenSuttle & Stalnaker, PLLC is a leading accounting and finance institution located at 501 5th Avenue, Huntington, West Virginia, United States. Our team of industry specialists is dedicated to providing high-quality services and personal attention to help our clients achieve their financial goals. We offer comprehensive tax, audit, accounting, and advisory services to a wide range of industries, including auto dealerships, construction operations, healthcare, and nonprofit organizations. Our experienced professionals can assist with audit and review services, business valuation, client accounting, consulting, estate planning, and tax services. We understand the importance of staying up-to-date with changing tax laws and regulations, and we work diligently to maximize opportunities and mitigate risks for our clients. Whether you need assistance with financial reporting, strategic planning, or tax preparation, our team is here to help.
501 5th Ave Suite 1, Huntington, WV 25721, United States -
Sullivan Webb PLLC
● OpenSullivan Webb PLLC is a leading accounting and finance institution located at 422 Kinetic Drive in Huntington, West Virginia, United States. Our team of experienced professionals provides a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. With a commitment to excellence and personalized service, Sullivan Webb PLLC is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
422 Kinetic Dr STE B, Huntington, WV 25701, United States -
Anspach Law
● OpenAnspach Law, located at 500 Virginia Street East in Charleston, West Virginia, is a multi-faceted institution offering services in accounting, finance, and law. With a strong emphasis on providing comprehensive legal expertise across various practice areas, Anspach Law prides itself on its unique approach to addressing the individual needs of each client. Founded in 1986, Anspach Law has steadily grown its practice by adding skilled attorneys who are experts in their respective fields. This diverse team of legal professionals is dedicated to building collaborative relationships with clients, ensuring open communication, trust, and honesty throughout the legal process.
500 Virginia St E #525, Charleston, WV 25301, United States -
New Martinsville Tower
● ClosedNew Martinsville Tower is a brand new townhome community located at 191 North Street in New Martinsville, West Virginia. These townhomes offer a modern open floor plan with beautiful quartz countertops, stainless steel appliances, and a washer and dryer on the second floor. Residents can enjoy stunning views from the first-floor balcony and spacious living areas inside. Managed by Arbors Management, a premier property management company with over 4,000 units in their portfolio, New Martinsville Tower is now accepting applications for move-in ready townhomes starting March 1, 2024. The team at Arbors Management is dedicated to providing hands-on, hassle-free, and dependable management services, ensuring that residents have a safe and comfortable environment to call home.
191 North St, New Martinsville, WV 26155, United States -
Randolph Terrace Apartments
● OpenRandolph Terrace Apartments is a premier residential complex located at 1 New York Avenue in Salem, West Virginia. Our luxurious apartments offer modern amenities and stylish interiors, providing residents with a comfortable and convenient living experience. Situated in a prime location, our community is surrounded by beautiful green spaces and scenic views, creating a peaceful and serene atmosphere. With easy access to shopping, dining, and entertainment options, Randolph Terrace Apartments is the perfect place to call home. Experience the best of apartment living in West Virginia at Randolph Terrace Apartments.
1 New York Ave, Salem, WV 26426, United States -
Parkville Apartments
● OpenParkville Apartments is a premier real estate agency located at 35 Parkville Drive in Parkersburg, West Virginia. Our apartments offer modern amenities, spacious floor plans, and a convenient location in a peaceful neighborhood. Whether you are looking for a cozy one-bedroom or a spacious two-bedroom apartment, Parkville Apartments has the perfect home for you. Our professional staff is dedicated to providing excellent customer service and ensuring that our residents feel right at home. Come experience the comfort and convenience of Parkville Apartments today.
35 Parkville Dr Apartment 12, Parkersburg, WV 26101, United States -
Jordyn Terrace Apartments
● OpenJordyn Terrace Apartments is a premier real estate agency located at 100 Jordyn Lane in Mineral Wells, West Virginia, United States. Our apartments offer modern amenities, spacious floor plans, and a convenient location. Whether you're looking for a one-bedroom or two-bedroom apartment, we have options to fit your needs. Our friendly staff is dedicated to providing exceptional customer service and ensuring that our residents have a comfortable and enjoyable living experience. Come visit Jordyn Terrace Apartments and find your new home today!
100 Jordyn Ln, Mineral Wells, WV 26150, United States -
Four D's Investment, LLC
● OpenFour D's Investment, LLC is a reputable real estate agency located at 513 Charleston Road in Spencer, West Virginia. Specializing in buying, selling, and managing properties, our team of experienced professionals is dedicated to providing top-notch service to our clients. Whether you are looking to invest in a new property or sell your current one, Four D's Investment, LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.
513 Charleston Rd, Spencer, WV 25276, United States -
Arbors Management Inc
● OpenArbors Management Inc is a premier property management company located in Pittsburgh, Western Pennsylvania, and West Virginia. With over 4,000 units in our portfolio, we offer brand new townhomes with open floor plans, beautiful quartz countertops, stainless steel appliances, and more. Our dedicated team of over 100 professionals ensures the fiscal and physical management of residential and commercial properties, providing a safe and comfortable environment for all our residents. We believe in hands-on management with communication as a top priority, ensuring that the right residents are placed in the right property. Our goal is to help property owners maximize their return on investment by offering hassle-free and dependable management services. Our experience and understanding of the rental markets in Pittsburgh allow us to provide valuable insights to both property owners and residents.
401 John St, Weston, WV 26452, United States -
Huntington Land Co
● OpenHuntington Land Co is a premier real estate agency located at 144 Sunny Drive in Barboursville, West Virginia. Specializing in buying, selling, and leasing properties in the area, Huntington Land Co offers a wide range of services to meet the needs of both residential and commercial clients. With a team of experienced and knowledgeable real estate professionals, clients can trust Huntington Land Co to provide expert guidance and support throughout the buying or selling process. Whether you are looking for your dream home, a new investment property, or a prime location for your business, Huntington Land Co is dedicated to helping you find the perfect property to meet your needs. Contact them today to learn more about their services and how they can assist you with your real estate goals.
144 Sunny Dr, Barboursville, WV 25504, United States -
Village Hill Apartments
● OpenVillage Hill Apartments is a premier real estate agency located at 5400 Big Tyler Road in Charleston, West Virginia. Our apartments offer modern amenities and spacious living areas in a convenient location. With a variety of floor plans to choose from, we are sure to have the perfect apartment to suit your needs. Our professional staff is dedicated to providing top-notch customer service and ensuring that our residents feel right at home. Come experience the comfort and convenience of Village Hill Apartments today!
5400 Big Tyler Rd, Charleston, WV 25313, United States
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