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TOP 30 Financial planning company in Wheeling, WV
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The Health Plan
The Health Plan, located at 1110 Main Street in Wheeling, West Virginia, is an insurance agency offering a variety of plans for different demographics. They provide plans for Ohio and West Virginia residents aged 65 or older, as well as those who meet Medicare requirements. They also offer low- or no-cost plans for children, pregnant women, and small to medium businesses. The Health Plan offers HMO, PPO, and POS health insurance plans for organizations in Ohio and West Virginia, along with services to help businesses cover employee medical costs. Members can track payments, find doctors, and access free healthy living tools through their Member Portal. The Health Plan also provides free Zoom for Healthcare for Medicare and Medicaid/CHIP members. They offer resources such as online directories for healthcare providers, health coaching, wellness resources, and self-management tools. Additionally, they provide information on financial assistance, food pantries, medical care, and COVID-19 protocols. Members can also access a Nurse Line for health care needs and providers can join The Health Plan’s network by filling out an interest form.
AAA Wheeling Insurance and Member Services
AAA Wheeling Insurance and Member Services is a comprehensive financial institution located at 846 National Road in Wheeling, West Virginia. As a trusted insurance agency, we provide a wide range of insurance products to protect you and your assets. Additionally, we offer valuable member services such as travel planning and discounts. Whether you are looking for auto, home, or life insurance, or need assistance planning your next vacation, our experienced team is here to help. Visit us today to learn more about how we can meet your financial and insurance needs.
OneMain Financial
OneMain Financial is a finance institution located at 1021 National Road in Wheeling, West Virginia, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit rebuilding. With a focus on providing personalized solutions to help individuals achieve their financial goals, OneMain Financial is dedicated to helping their customers navigate their financial journey with confidence and ease.
H. Voellinger - Prudential Financial
H. 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.
First Capital Financial Group - Ameriprise Financial Services, LLC
First 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.
Dinsmore & Shohl LLP
Dinsmore & 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.
Ruiz Insurance
Ruiz 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!"
Noah Mull - State Farm Insurance Agent
Noah Mull - State Farm Insurance Agent is a trusted insurance agency located at 2192 National Road in Wheeling, West Virginia. With over 60 years of insurance experience, Noah and his team are dedicated to serving the Ohio Valley region as your local State Farm Agents. They offer a variety of insurance services including Homeowners, Auto, and Life Insurance to meet all your needs. Noah, a lifelong resident of West Virginia, understands the importance of family and is committed to helping you secure your family's future with a personalized insurance plan. Darla, the office manager, has been serving the Ohio Valley for 50 years and is known for her exceptional service. Kayla, the Sr. Account Rep/Marketing Manager, has 4 years of State Farm experience and is passionate about helping customers save money on their insurance policies. The office is dedicated to treating everyone like family and is committed to finding you a plan that fits your budget and gives you peace of mind.
Jessica Hoskinson - State Farm Insurance Agent
Jessica 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.
McCoy Wealth Management LLC
McCoy 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.
Howard Bertram - WesBanco Wealth Advisor
Howard Bertram - WesBanco Wealth Advisor is a finance institution located at 2207 National Road in Wheeling, West Virginia, United States. Please note that Internet Explorer is no longer supported, which may affect your access to Online Banking. By agreeing to receive electronic disclosures, you can access account agreements and other important information in a convenient format. WesBanco Securities, Inc. offers a variety of investment services and products to individuals and companies, with Michael Schneider serving as VP and Financial Advisor. To receive a complimentary financial plan, please provide information about your investable assets, household income, and most pressing financial need. WesBanco Securities, Inc. is a member of FINRA and SIPC, investing in nondeposit investment products. For more information about notices, fees, privacy, and security, visit the WesBanco website. WesBanco Bank, Inc. is a Member FDIC and Equal Housing Lender.
Yourkovich & Associates
Yourkovich & Associates is a reputable accounting and finance institution located at 246 Kruger Street in Wheeling, West Virginia, United States. Specializing in guiding clients through shale gas taxation, our experienced and proven leaders are dedicated to providing superior professional and personal service. As Certified Public Accountants (CPAs), we are committed to continuing education and professional training to ensure we can save you money and stress with our expertise in taxes and finance. Since 1996, we have been offering tax services for the Ohio Valley, including tax preparation, tax planning, electronic filing, and tax returns. We handle a variety of financial matters related to gas and oil, such as lease payments, royalties, pipeline-related payments, easements/right-of-way payments, and damage payments. Trust Yourkovich & Associates to help you develop sound tax and financial strategies for both your business and personal finances. Don't be fooled by flashy advertising campaigns - choose personalized service and expert advice with Yourkovich & Associates.
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