The 30 Best Financial advisory services in West Virginia

Preston Business Services is a leading accounting and finance institution located at 23939 George Washington Highway in Aurora, West Virginia, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, payroll, and financial consulting. With a commitment to excellence and personalized service, Preston Business Services is dedicated 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.

Dole Accounting Services is a reputable accounting and finance institution located at 729 Aztec Drive in Martinsburg, West Virginia, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Their commitment to accuracy and integrity sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact Dole Accounting Services today to see how they can help you achieve your financial goals.

United Financial Center, LLC is a professional and independent insurance agency located at 16136 Appalachian Highway in Thomas, West Virginia. Specializing in personal and business insurance, as well as financial services, UFC is dedicated to providing high-quality service that exceeds clients' expectations. With a wide range of insurance and financial products, UFC ensures that clients are adequately covered at the best rates possible. Founded in 2011 by Zac, a West Virginian native and graduate of Fairmont State University, UFC is committed to serving fellow citizens and business owners in the area. Zac is passionate about helping clients make the best decisions for themselves, their families, or their businesses. Hunter, an Insurance Specialist at UFC, joined the team in 2016 and brings a wealth of knowledge and experience to the agency.

Clear Mountain Financial Solutions, located at 102 Venture Drive in Morgantown, West Virginia, offers goals-based financial planning services to help clients achieve their financial goals through holistic planning strategies. With access to quality investment products such as portfolios, annuities, insurance, and education savings plans, our experienced team can assist clients at every stage of life, whether they are getting married, starting a family, changing careers, planning for retirement, or simply organizing their finances. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker/dealer. Clear Mountain Bank and Clear Mountain Financial Solutions work in partnership with LPL to provide comprehensive financial guidance. Schedule a meeting with us today to review your portfolio and discuss your financial needs.

Benefits One Financial Services, located at 1604 West King Street in Martinsburg, West Virginia, is your go-to advisor for personal planning and employee benefits solutions. With over 25 years of combined experience, we specialize in Life Insurance, Personal Financial Planning, and Group Benefits. Whether you're a new parent, business owner, or going through a major life change, we can help you navigate the complex world of benefits and find the best options at the right price. We make planning and comparing benefits easy, so you can save valuable time and resources. Our services are available online, and we serve the local areas of Martinsburg, Inwood, Hedgesville, Shepherdstown, and Charles Town in West Virginia, as well as Winchester, Virginia, and Hagerstown, Maryland.

Edward Jones - Financial Advisor: Ed Stone is a reputable finance institution located at 8067 Winchester Avenue in Inwood, West Virginia, United States. As a financial advisor, Ed Stone 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, clients can rely on Ed Stone for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Ed Stone is dedicated to helping you secure a stable financial future.

Integrity Tax Service is a reputable accounting and finance institution located at 920 Foxcroft Avenue in Martinsburg, West Virginia. With a commitment to honesty and transparency, their team of professionals provides expert tax services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Integrity Tax Service is dedicated to helping you navigate the complex world of taxes and finances with integrity and precision. Contact them today at 920 Foxcroft Ave, Martinsburg, WV 25401 for all your accounting needs.

McKinley Carter Wealth Services, located at 2100 Market Street in Wheeling, West Virginia, is a finance institution dedicated to helping clients build their financial instincts and confidence. Their 4Q2023 Market Review and Investment Outlook for 2024 offers valuable insights for clients looking to take control of their wealth and future. With a focus on designing and managing retirement plans for peak return, McKinley Carter helps clients stay true to their values without sacrificing financial returns. As an SEC registered independent wealth management firm, McKinley Carter provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services. Every conversation with McKinley Carter is an energizing experience aimed at helping clients elevate their financial instincts and confidence.

LPL Financial is a leading financial services firm located at 75 Edgington Lane in Wheeling, West Virginia, United States. With a commitment to providing personalized financial guidance and investment solutions, LPL Financial helps clients navigate the complexities of the financial world and achieve their financial goals. Their team of experienced advisors offers a wide range of services including retirement planning, wealth management, and investment strategies tailored to each client's unique needs. Trust LPL Financial to help you secure your financial future and make informed decisions about your money.

Lifetime Financial Growth is a leading finance and insurance agency located in Morgantown, West Virginia. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Visit us at 2002 White Willow Way to start your journey towards financial stability and long-term growth.

Padgett Business Services-Oak Hill is a professional accounting and finance institution located at 1438 Main Street East in Oak Hill, West Virginia. Our team of experienced professionals is dedicated to providing top-notch financial services to businesses in the area. Whether you need help with bookkeeping, tax preparation, payroll services, or financial consulting, we are here to help you navigate the complexities of managing your business finances. Trust Padgett Business Services-Oak Hill to provide reliable and efficient financial solutions tailored to meet your specific needs.

Hunter Insurance & Financial is a trusted insurance agency located at 204 Court Street in Spencer, West Virginia, United States. Our experienced team is dedicated to reviewing your current policy to ensure that you are both saving money and receiving the best protection possible. Specializing in commercial insurance, we work tirelessly to provide small business owners with affordable liability coverage. In today's digital age, cyber liability risks are a concern for nearly every business. Are you prepared if your data is compromised? Let Hunter Insurance help you navigate these risks and ensure that you are properly covered. Additionally, we offer financial planning services to help safeguard your financial future.

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.

Community Brokerage & Investment Services is a finance institution located at 631 Juliana Street in Parkersburg, West Virginia, United States. Our philosophy is centered around partnering with our clients to help them prepare for an unpredictable future. We offer complimentary consultations and listen to your needs and goals to provide investment recommendations that suit your comfort level and resources. Whether you're a small business owner, self-employed individual, or looking for long-term savings tools like Traditional or Roth IRAs, we have a range of options to help you achieve your financial goals. Our team is licensed to sell life and long-term care insurance in West Virginia and Ohio, and we provide assistance with 401K plans and pension rollovers. Stay informed with the latest investment news and advice, and feel secure knowing that our investment professionals are registered with FINRA's BrokerCheck.

Anthony Titus, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 200 Star Avenue in Parkersburg, West Virginia. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Anthony Titus offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services offered by Anthony Titus is assistance with Medicare Advantage plans. These plans provide comprehensive coverage that includes both medical and prescription drug benefits, with some plans even offering a $0 monthly premium option. With the rising cost of healthcare, planning for long-term care is also essential. Anthony Titus can help you navigate this complex issue and start preparing for the future.

Hall Financial Advisors is a top wealth management team located in Parkersburg, West Virginia. Recognized by Forbes as the Best-in-State Wealth Management Team in 2023 and 2024, we are dedicated to helping our clients achieve their financial goals and dreams. Our proactive approach to personal finance allows us to create customized plans that evolve with our clients' changing needs and aspirations. At Hall Financial Advisors, we understand that each individual is unique, which is why we take the time to get to know our clients on a personal level. By building strong relationships based on trust and client satisfaction, we are able to provide comprehensive financial plans that are tailored to each client's specific circumstances.

Summit Financial Networks is a finance institution located at 1042 Morgantown Avenue in Fairmont, West Virginia, United States. Our team of advisors is dedicated to helping clients with retirement planning, IRA/401K management, and investment strategies. We offer no-cost consultations to assist you in creating a personalized financial plan for your future. Our services include retirement planning, estate planning, college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. We are a full-service brokerage firm that can help you navigate the complexities of financial planning. Securities and advisory services are offered through Cetera Advisor Networks LLC, a reputable broker-dealer and Registered Investment Advisor. Contact us today for a consultation and start planning for a secure financial future.

Horizon Financial is a reputable finance institution located at 13 Chase Drive in Hurricane, West Virginia, United States. With a strong commitment to providing top-notch financial services, Horizon Financial offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, the experienced team at Horizon Financial is dedicated to helping you achieve your financial goals. Visit us today and let us help you secure your financial future.

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.

Edward Jones - Financial Advisor: Joseph M Stoltzfus is a reputable financial institution located at 2810 Grand Central Avenue in Vienna, West Virginia, United States. Specializing in providing personalized financial advice and services, Joseph M Stoltzfus is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Joseph M Stoltzfus and the team at Edward Jones are committed to helping you make informed decisions and reach your financial objectives.

Premier Group Financial Services, located at 1100 9th Street in Vienna, West Virginia, offers a range of financial services to help individuals and businesses achieve their financial goals. Our team of qualified registered representatives from MML Investors Services, LLC provide securities and investment advisory services to our clients. As a member of SIPC, we ensure that our clients' investments are protected. On our website, you can find informative videos and useful calculators to help you make informed financial decisions. We are committed to providing personalized and comprehensive financial solutions to meet your unique needs. Contact us today to learn more about how Premier Group Financial Services can help you secure your financial future.

Ben Hall - Ameriprise Financial Services, LLC is a finance institution located at 117 South 4th Street, Clarksburg, West Virginia, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients receive regular meetings to review progress and update strategies as life changes. Access to investments and accounts is available anytime, anywhere. The institution provides a complimentary initial consultation to get started. Ben Hall can only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. They focus on what is most important to each client and strive to help them achieve their financial goals. Member of FINRA and SIPC, clients can trust in the security and privacy measures in place.

Raymond James Financial Services is a reputable finance institution located at 421 Main Street in Point Pleasant, West Virginia, United States. With a strong focus on providing personalized financial services to clients, they offer a wide range of investment options and wealth management solutions. Their team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.

John Gregory - RBC Wealth Management Financial Advisor is a leading financial institution located at 704 4th Avenue in Huntington, West Virginia, United States. As a trusted advisor, John Gregory provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, John Gregory is dedicated to helping individuals and families build and protect their wealth for the future. Contact John Gregory - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.

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.

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.

Padden Financial Services is a trusted local business situated at 147 Stone Church Rd, Wheeling, WV 26003, United States. Specializing in comprehensive financial planning and advisory services, Padden Financial Services is committed to helping individuals, families, and businesses achieve their financial goals. With a focus on personalized service, the experienced team at Padden Financial Services offers a wide range of solutions including investment management, retirement planning, tax strategies, and estate planning. Known for their integrity, professionalism, and dedication to client success, Padden Financial Services is a reliable partner in navigating the complexities of financial management. Visit them today to experience tailored financial guidance that aligns with your unique needs and aspirations.

At Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC, we prioritize what matters most to you. Whether your goals include planning for retirement, funding an education, or making a significant purchase like a second home, we are here to help you achieve them. Our comprehensive financial advisory services encompass investment strategies, asset allocation, and portfolio recommendations tailored to your individual goals and personal risk tolerance.