TOP 10 Financial consulting in Wheeling, West Virginia
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Bernie Glenn Insurance & Financial Service
● ClosedBernie Glenn Insurance & Financial Services, located at 1804 Warwood Avenue in Wheeling, West Virginia, has been proudly serving the Ohio Valley community since 1999. With a team of experienced professionals who prioritize customer service, we strive to make your insurance experience efficient and enjoyable. Our energetic and dedicated staff works hard to make a positive impact on our customers' lives. We prioritize customer satisfaction and are always available to answer any questions you may have. As an independent insurance agency, we offer a wide range of insurance solutions to protect you from the unexpected.
1804 Warwood Ave, Wheeling, WV 26003, United States -
The Lewis Financial Group
● ClosedThe Lewis Financial Group is a reputable insurance agency located at 1 Kruger Street in Wheeling, West Virginia, United States. With a focus on providing personalized and comprehensive insurance solutions, The Lewis Financial Group is committed to helping individuals and businesses protect their assets and achieve financial security. Their team of experienced professionals offers expert advice and guidance to ensure clients have the coverage they need. Whether you are looking for auto, home, life, or business insurance, The Lewis Financial Group is dedicated to serving your insurance needs with integrity and excellence.
1 Kruger St, Wheeling, WV 26003, United States -
H. Voellinger - Prudential Financial
● OpenH. Voellinger - Prudential Financial is a trusted finance and insurance agency located at 21 Warden Run Road in Wheeling, West Virginia. With a strong reputation for providing reliable financial services and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, H. Voellinger - Prudential Financial is committed to delivering personalized solutions tailored to your specific needs. Visit us today to discover how we can help secure your financial future.
21 Warden Run Rd #201, Wheeling, WV 26003, United States -
Rohrig Financial
● ClosedRohrig Financial is a reputable finance institution located at 1031 National Road in Wheeling, West Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rohrig Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1031 National Rd, Wheeling, WV 26003, United States -
S.R. Snodgrass - Wheeling
● ClosedS.R. Snodgrass in Wheeling, West Virginia is a reputable accounting and finance institution located at 980 National Road. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, S.R. Snodgrass is here to help. Visit us today and experience the difference our expertise can make in your financial success.
980 National Rd, Wheeling, WV 26003, United States -
Commonwealth Financial Services
● ClosedCommonwealth Financial Services is a trusted finance institution located at 21 Warden Run Road in Wheeling, West Virginia, United States. With a commitment to providing personalized financial solutions, Commonwealth Financial Services offers a wide range of services including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn how we can help you navigate the complexities of the financial world with confidence and ease.
21 Warden Run Rd #201, Wheeling, WV 26003, United States -
Eric Kramer - Ameriprise Financial Services, LLC
● OpenEric Kramer - Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street in Wheeling, West Virginia, United States. Each Ameriprise advisor at this institution has specific "Top areas of focus" which can be reviewed to determine the best approach for your financial goals. You can learn more about their backgrounds, credentials, and experience before filling out a "Request consultation" form to connect with your desired advisor. The advisor will then reach out to you to schedule a complimentary initial consultation to discuss your financial needs and objectives.
1206 Chapline St Ste 175, Wheeling, WV 26003, United States -
LPL Financial
● OpenLPL 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.
75 Edgington Ln, Wheeling, WV 26003, United States -
DeFranco Financial
● ClosedDeFranco Financial is a leading finance institution located at 1320 National Road in Wheeling, West Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust DeFranco Financial to help you achieve your financial goals and secure your financial future.
1320 National Rd, Wheeling, WV 26003, United States -
Edward Jones - Financial Advisor: Daniel Young, CFP®
● ClosedEdward Jones - Financial Advisor: Daniel Young, CFP® is a reputable finance institution located at 1078 East Bethlehem Boulevard in Wheeling, West Virginia, United States. As a Certified Financial Planner, Daniel Young provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones is dedicated to providing top-notch service and guidance to individuals seeking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Daniel Young and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence.
1078 E Bethlehem Blvd, Wheeling, WV 26003, United States -
Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street, Wheeling, West Virginia, United States. Bernadette Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect her expertise in various areas of financial planning, asset management, retirement planning, estate planning, and more. She is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
1206 Chapline St Ste 175, Wheeling, WV 26003, United States -
First Capital Financial Group - Ameriprise Financial Services, LLC
● OpenFirst Capital Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street in Wheeling, West Virginia, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, with a focus on protecting client information. Clients can refer friends and family members to the institution for assistance with financial goals.
1206 Chapline St Ste 175, Wheeling, WV 26003, United States -
Raymond James- Wheeling
● ClosedRaymond James- Wheeling is a finance institution located at 1144 Market Street in Wheeling, West Virginia, United States. Our dedicated team of financial experts provides a wide range of services including investment planning, wealth management, retirement planning, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the world of finance with confidence and expertise.
1144 Market St Suite 200, Wheeling, WV 26003, United States -
Edward Jones - Financial Advisor: Mael Glennon, AAMS™
● ClosedEdward Jones - Financial Advisor: Mael Glennon, AAMS™ is a reputable financial institution located at 1078 East Bethlehem Boulevard in Wheeling, West Virginia. Specializing in personalized financial planning and investment strategies, Mael Glennon, AAMS™ 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 rely on expert advice and guidance to navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones - Financial Advisor: Mael Glennon, AAMS™ is committed to providing tailored solutions to meet your individual needs. Contact them today to start your journey towards financial success.
1078 E Bethlehem Blvd, Wheeling, WV 26003, United States -
Joanou Financial Group
● OpenJoanou Financial Group is a reputable insurance agency located at 1144 Market Street in Wheeling, West Virginia, United States. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of knowledgeable professionals is dedicated to providing personalized solutions and excellent customer service. Whether you are looking for auto, home, life, or business insurance, Joanou Financial Group is committed to helping you protect what matters most. Contact them today to learn more about their offerings and how they can assist you with your insurance needs.
1144 Market St # 515, Wheeling, WV 26003, United States -
Lewis Financial Group: Wood Matthew T
● ClosedLewis Financial Group: Wood Matthew T is an insurance agency located at 1 Kruger Street in Wheeling, West Virginia, United States. With a focus on providing comprehensive insurance solutions, the institution offers a range of services to meet the individual needs of their clients. Whether you are looking for auto, home, life, or business insurance, Lewis Financial Group: Wood Matthew T is dedicated to helping you protect what matters most. Their team of experienced professionals is committed to providing personalized service and expert guidance to ensure that you have the coverage you need. Contact them today to learn more about their insurance offerings and how they can help you secure your financial future.
1 Kruger St, Wheeling, WV 26003, United States -
Truist Financial
● OpenWelcome 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.
1226 Water St, Wheeling, WV 26003, United States -
VA Home Loans Wheeling WV - VA Mortgage West Virginia - VA Refinance Loans
● ClosedVA Home Loans Wheeling WV - VA Mortgage West Virginia - VA Refinance Loans Located at 1025 Main St in the heart of Wheeling, WV, VA Home Loans Wheeling WV - VA Mortgage West Virginia - VA Refinance Loans is your trusted local partner for all your veteran home financing needs. Specializing in VA loans, we are committed to providing veterans, active-duty service members, and their families with tailored mortgage solutions that honor their service and meet their unique financial needs.
1025 Main St, Wheeling, WV 26003, United States -
Wheeling Finance Department
● ClosedThe Wheeling Finance Department, located at 1500 Chapline St #115, Wheeling, WV 26003, serves as a vital hub for the city's financial and accounting operations. As a local government office, the department is dedicated to ensuring fiscal responsibility and transparency within the community. It provides a wide range of services, including budget management, financial reporting, and the administration of public funds. The team at the Wheeling Finance Department works diligently to support the city's financial health, offering expertise and guidance on economic matters to both residents and businesses. Whether you're seeking information on municipal finances, looking to pay taxes, or need assistance with financial regulations, the Wheeling Finance Department is your trusted resource for all financial and accounting needs in Wheeling, West Virginia.
1500 Chapline St # 115, Wheeling, WV 26003, United States -
Padden Financial Services
● OpenPadden 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.
147 Stone Church Rd, Wheeling, WV 26003, United States -
Thomas E McIntire & Associates, LC
● ClosedLocated at 82 1/2 14th Street in Wheeling, West Virginia, Thomas E McIntire & Associates, LC is a finance and law institution dedicated to providing high-quality legal guidance through bankruptcy cases. Whether you are seeking relief from overwhelming debt or facing foreclosure and creditor harassment, our Wheeling bankruptcy lawyer is committed to helping you achieve long-term financial debt relief. With nearly 30 years of experience, we offer personalized solutions for individuals pursuing Chapter 7 or Chapter 13 bankruptcy. Our founding attorney, Thomas E. McIntire, provides personal attention to each client and works towards a resolution tailored to their specific debt situation. From credit card debt to illegal actions by debt collectors, we are here to help you navigate the complexities of bankruptcy and consumer protection laws. Trust in our proven record of results and schedule a free case consultation with our Wheeling bankruptcy lawyer today by calling 304-313-4094. Let us help you regain your financial footing and find peace of mind amidst your debt problems.
82 1/2 14th St, Wheeling, WV 26003, United States -
Ghaphery Law Offices, PLLC
● ClosedGhaphery Law Offices, PLLC is a local personal injury attorney located at 601 National Road in Wheeling, West Virginia. If you have been injured in a car accident, slip & fall incident, or lost a loved one due to negligence, we are here to help you get the compensation you deserve. With millions of dollars in settlements and verdicts for our clients, we take a personal approach to every case to ensure you receive the care and representation you need. Attorney Brian Ghaphery, a Wheeling native, will fight to get you paid and make you whole again both physically and financially. Don't settle for less, contact Ghaphery Law Offices today for a free case evaluation and let us fight for your rights.
601 National Rd # 201, Wheeling, WV 26003, United States -
Dinsmore & Shohl LLP
● ClosedDinsmore & Shohl LLP is a prestigious law firm located at 2100 Market Street in Wheeling, West Virginia, United States. With a team of experienced attorneys, they offer a wide range of legal services to individuals and businesses in the area. Known for their professionalism and dedication to their clients, Dinsmore & Shohl LLP is a trusted institution in the legal community. Whether you need assistance with a personal injury case, estate planning, or business law matters, their team is ready to provide you with expert guidance and representation. Contact them today to schedule a consultation and see how they can help you with your legal needs.
2100 Market St, Wheeling, WV 26003, United States -
Ruiz Insurance
● ClosedRuiz Insurance is the go-to insurance agency in Wheeling and the Ohio Valley, located at 2201 Chapline Street in Wheeling, West Virginia, United States. Our mission is to provide the best coverage options tailored to each individual's needs and budget. We prioritize building personal relationships with our policyholders to ensure they receive the perfect protection and service at the lowest cost possible, following Erie's mantra. Whether you're a small business owner looking to improve your financial literacy or planning a home remodel, we are here to help guide you through the process. Take our quick quiz to test your knowledge on life insurance and let us assist you in protecting your family and assets. Contact Ruiz Insurance today for all your insurance needs!"
2201 Chapline St, Wheeling, WV 26003, United States -
Jessica Hoskinson - State Farm Insurance Agent
● ClosedJessica Hoskinson - State Farm Insurance Agent is a trusted insurance agency located at 50 Washington Avenue in Wheeling, West Virginia. Serving residents of both Ohio and West Virginia, Jessica Hoskinson is a State Farm Agent with a passion for helping clients save on their insurance needs. Whether you're looking for auto, home, renters, or rental property insurance, Jessica and her team are here to provide you with free, no obligation insurance quotes. Located in the Hole N Run Plaza across the street from Greco's, Jessica Hoskinson's office is a welcoming environment where you can also meet their office dog, Marcus. Beyond insurance services, Jessica Hoskinson - State Farm Agent can help you and your family prepare for the unexpected, whether it's through life insurance or other financial planning services.
50 Washington Ave, Wheeling, WV 26003, United States -
First Choice Amer Community Fed Cu
● ClosedFirst Choice Amer Community Fed Cu is a trusted financial institution located at 1990 Chapline Street in Wheeling, West Virginia. As a credit union, we are dedicated to serving the community and providing top-notch financial services to our members. With a focus on personalized service and competitive rates, we strive to be the first choice for all your banking needs. Join us today and experience the difference of banking with a community-focused institution.
1990 Chapline St, Wheeling, WV 26003, United States -
WesBanco Bank
● ClosedWesBanco Bank is a trusted financial institution located at 1 Bank Plaza in Wheeling, West Virginia, United States. As a full-service bank, WesBanco offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing excellent customer service and innovative financial solutions, WesBanco is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking account, mortgage loan, investment services, or business banking solutions, WesBanco Bank is here to help you manage your finances with confidence and convenience.
1 Bank Plaza, Wheeling, WV 26003, United States -
WesMark Funds
● OpenWesMark Funds is a renowned finance institution located at 1 Bank Plaza in Wheeling, West Virginia, United States. With a strong reputation for excellence in financial services, WesMark Funds offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to ensure the success of our clients' financial portfolios. Trust WesMark Funds to help you navigate the complexities of the financial world and secure a stable financial future.
1 Bank PLZ, Wheeling, WV 26003, United States -
Bernstein-Burkley, P.C.
● ClosedBernstein-Burkley, P.C. is a prestigious law firm located at 48 14th Street in Wheeling, West Virginia, United States. Recognized for their professional excellence, the firm has been named to the 2024 ‘Best Law Firms’ list by Best Lawyers®. With 7 attorneys named to the 2022 Best Lawyers list, Bernstein-Burkley provides clients with peace of mind through their partnerships and national reach in various practice areas. For over 50 years, the firm has offered business solutions with offices in Pittsburgh and a commitment to meeting the highest standards for clients. With attorneys certified by the American Board of Certification, Bernstein-Burkley approaches each client with care and diligence, ensuring exceptional service for all their legal needs.
Hare Building, 48 14th St Suite 301, Wheeling, WV 26003, United States -
McCoy Wealth Management LLC
● ClosedMcCoy Wealth Management LLC is a trusted finance and insurance agency located at 44 15th Street in Wheeling, West Virginia, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and integrity in wealth management. Whether you are looking for investment advice, retirement planning, or insurance coverage, McCoy Wealth Management LLC is here to support you every step of the way.
44 15th St, Wheeling, WV 26003, United States
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