Financial advisory services in Charleston, West Virginia

Hunter Insurance & Financial is a reputable insurance agency located at 1434 Greenbrier Street in Charleston, West Virginia, United States. Our experienced team is dedicated to reviewing your current policy to help you save money and ensure you are better protected. Specializing in commercial insurance, we strive to find small business owners affordable liability coverage. In today's digital age, cyber liability risks are a concern for every business. Are you covered if your data is compromised? Let us help you plan for unforeseen circumstances and protect your financial future. With over 25 years of experience in the Kanawha Valley, our team offers personalized financial planning services to meet your needs. We prioritize our clients and aim to provide them with the knowledge and resources they need to make informed decisions about their insurance and financial products. Visit our website or social media pages to learn more about how we can help you save money on your homeowners and car insurance. Advisory services are offered through Vicus Capital, Inc., a federally registered investment advisor. Trust Hunter Insurance & Financial for all your insurance and financial needs.

Merrill 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.

McKinley Carter Wealth Services is a finance institution located at 129 Summers Street in Charleston, West Virginia, United States. At McKinley Carter, we believe in building your financial instincts along with your wealth, helping you take control of your financial future with confidence. Our services include retirement plans designed for peak return, staying true to your values while maximizing financial returns, and energizing conversations to enhance your financial instincts. As an SEC registered independent wealth management firm, we offer Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services. Visit us to check out our latest Market Review and Investment Outlook for 2024.

BerryDunn Charleston is a leading accounting and finance institution located at 300 Capitol Street in Charleston, West Virginia. Our team of experienced professionals is dedicated to providing top-notch financial services to clients in the area. With a focus on delivering personalized solutions and expert advice, BerryDunn Charleston is committed 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.

Merrill 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.

Merrill 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.

Accounting & Tax Offices Inc is a reputable institution located at 701 Virginia Street West in Charleston, West Virginia. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial guidance and tax assistance to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients navigate the complexities of financial management and tax compliance. Whether you need help with bookkeeping, tax preparation, or financial planning, Accounting & Tax Offices Inc is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Jones & Associates is a reputable institution located at 13 Kanawha Boulevard West in Charleston, West Virginia. With a strong presence in the financial industry, Jones & Associates offers a wide range of services including investment management, financial planning, and wealth advisory. The institution prides itself on providing personalized and tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, Jones & Associates is dedicated to delivering exceptional service and expertise to individuals and businesses in the United States.

Spilman Thomas & Battle PLLC is a prestigious law firm headquartered in Charleston, West Virginia. Situated in the Spilman Center, a modern office building with stunning views of the Kanawha River, the firm is home to a talented team of attorneys and staff handling a wide range of legal matters. With its strategic location, the firm benefits from Charleston's affordable cost of living, competitive energy costs, and attractive real estate rates, ultimately providing economic advantages for both the firm and its clients. Trust Spilman Thomas & Battle PLLC for top-notch legal services in a comfortable and convenient setting.

Huntington Private Bank, located at 500 Lee Street East in Charleston, West Virginia, is a premier institution offering a wide range of wealth and financial services. Our team of dedicated professionals includes Private Bankers, Wealth and Investment Management experts, and licensed investment representatives who provide top-notch banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated, ensuring the highest level of quality and expertise. Trust and investment management services are provided by The Huntington National Bank, a trusted national bank with fiduciary powers. Lending products are subject to credit approval, and certain insurance products are offered through Huntington Insurance, Inc. Your financial well-being is our top priority, and we are committed to helping you achieve your goals. Visit us today to experience the difference with Huntington Private Bank.

Merrill 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.

BLAIR & 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.

Brown Edwards: Valerie R. Ellis, CPA, CGMA is a reputable accounting and finance institution located at 707 Virginia Street East in Charleston, West Virginia, United States. With a team of over 350 professionals, Brown Edwards is one of the largest independent CPA firms in the Virginia/West Virginia/Tennessee region. The institution offers a wide range of services including accounting, assurance, tax, and management advisory services. At Brown Edwards, the core mission is to provide clients with the highest quality service tailored to their unique needs. The institution has helped thousands of companies with financial management, tax preparation, and strategic planning. The team at Brown Edwards stays updated on industry trends by attending trade shows, conferences, and continuing education programs.

Joel 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.

Ovie Gibson CPA AC is a premier accounting and finance institution located at 207 Tennessee Avenue in Charleston, West Virginia, United States. With over 30 years of experience, Ovie Gibson is a Certified Public Accountant, Certified Tax Resolution Specialist, and Certified Tax Coach who works with the IRS and State Tax Departments to protect your assets and provide you with peace of mind. The team at Ovie Gibson CPA AC prioritizes their clients and is dedicated to providing quality services to ensure financial security. Whether in-person or virtually, their professionalism, responsiveness, and quality services set them apart as one of the leading accounting firms in the Charleston area and beyond. Contact Ovie Gibson CPA AC for Tax Resolution and Accounting services to safeguard your financial future.

Brown Edwards: Melissa A. Price, CPA is a reputable accounting and finance institution located at 707 Virginia Street East in Charleston, West Virginia, United States. With a team of over 350 professionals, Brown Edwards offers a wide range of services including accounting, assurance, tax, and management advisory services. The institution is known for providing high-quality service tailored to meet the specific needs of each client. Melissa A. Price, a partner at the Charleston office, brings nearly 25 years of experience to the table. She specializes in client accounting and advisory, tax services for healthcare sector, professional service firms, retailers, nonprofit organizations, and closely held businesses. Melissa holds certifications as a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), and Certified Quickbooks ProAdvisor.

Brown Edwards: Timothy J. Gibbons, CPA is an accounting and finance institution located at 707 Virginia Street East, Charleston, West Virginia, United States. Tim Gibbons, a partner at Brown Edwards, will be officially retired as of June 30, 2023. Tim joined Brown Edwards in 2018 with the acquisition of Gibbons & Kawash in Charleston, WV. With over 40 years of experience in public accounting, Tim specialized in business valuation and litigation support services. In his free time, Tim enjoys reading, golfing, playing tennis and pickleball, and biking. Brown Edwards offers a range of services including traditional assurance and tax services, as well as professional business advisory and consulting services to provide clients with the peace of mind they deserve.

Brown Edwards: Harold Holstein, CPA, CMM is an accounting and finance institution located at 707 Virginia Street East, Charleston, West Virginia, United States. With a team of over 350 professionals, we are one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. Our core mission is to provide high-quality accounting, assurance, tax, and management advisory services tailored to each client's unique needs. We have helped thousands of companies with financial management, tax preparation, and strategic planning. Our team stays updated on industry trends and regularly attends conferences and education programs to better serve our clients. At Brown Edwards, we focus on niche industries and offer specialized services for community banks. Our community banking team hosts quarterly virtual seminars on industry hot topics, and we provide expertise on compliance issues and digital innovation to help institutions improve procedures, manage risks, and stay competitive. With over 100 years of experience in financial institutions, our team includes former bank management and lenders who hold various certifications.

Brett 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.

Hawley Candice, a CPA, is a reputable accounting and finance institution located at 4628 Pennsylvania Avenue in Charleston, West Virginia, United States. With years of experience and expertise in financial matters, Hawley Candice offers a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Trust Hawley Candice to help you navigate the complexities of financial management and achieve your financial goals.

Brown Edwards: Tony Rager, CPA is an accounting and finance institution located at 707 Virginia Street East in Charleston, West Virginia, United States. With a team of over 350 professionals, Brown Edwards offers expert accounting, assurance, tax, and management advisory services to clients in the Virginia, West Virginia, and Tennessee region. The firm's core mission is to provide high-quality service tailored to each client's unique needs, helping them with financial management, tax preparation, and strategic planning. Brown Edwards specializes in serving financial institutions, with a focus on community banking, digital innovation, and regulatory compliance. Tony Rager, with over 25 years of experience, specializes in tax planning and compliance for privately-owned businesses in industries such as law firms and medical practices. From traditional services to business advisory and consulting, Brown Edwards is committed to providing clients with peace of mind and staying informed on the latest industry news.

Four 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.