TOP 30 Financial planning services in Wheeling, West Virginia

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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 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 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 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.

Rohrig 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.

S.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.

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.

Commonwealth 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.

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.

DeFranco 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.

Edward 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.

Bernadette 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.

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.

Raymond 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.

Edward 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.

Joanou 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.

Jackson Hewitt Tax Service is a finance institution located at 1213 Market Street in Wheeling, West Virginia, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option if you need money before your tax refund arrives, as the IRS can sometimes take weeks to send it. While Refund Advance is no longer available this year, we offered Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.

Lewis 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.

Consumer Credit Wheeling is a dedicated financial services business located at 1025 Main St #620, Wheeling, WV 26003, United States. Specializing in consumer credit solutions, this firm is committed to helping individuals and families manage their financial health and achieve their monetary goals. Whether you need assistance with credit counseling, debt management, or financial planning, Consumer Credit Wheeling offers personalized and professional guidance tailored to your unique financial situation. With a focus on integrity and customer satisfaction, the experienced team at Consumer Credit Wheeling strives to provide clear, actionable advice and support, empowering clients to take control of their financial future. Visit Consumer Credit Wheeling to experience reliable and compassionate financial services right in the heart of Wheeling.

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.

Located 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.

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.

Park View Professional Center is a premier institution located at 111 Park View Lane in Wheeling, West Virginia. Our center offers a wide range of professional services including dental care, medical services, financial advisement, and health and wellness counseling. Our team of experienced professionals is dedicated to providing top-notch care and services to our patients and clients. Whether you are in need of a routine check-up, financial planning assistance, or guidance on improving your overall health, Park View Professional Center is here to help. Visit us today and experience the difference in quality care and service.

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 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 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 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 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.

Seachrist & Associates, A.C. is a reputable accounting and finance institution located at 21 Warden Run Road in Wheeling, West Virginia, United States. Established on November 1, 1998, our dedicated team of Certified Public Accountants (CPAs) is committed to providing high-quality services to both current and prospective clients. Our comprehensive range of services includes tax returns, payroll, financial planning, and more. With a focus on excellence in all that we do, Seachrist & Associates, A.C. is your trusted partner for all your accounting and finance needs. Visit us today for a detailed explanation of our services.

Costanzo & Associates PLLC is an accounting and finance institution located at 1341 National Road in Wheeling, West Virginia, United States. They offer online apps for easy business transactions and strive to take the stress out of running your business. Their team provides deep analysis and strategic guidance to help clients make smart business decisions and achieve a healthy financial future. The mission of Costanzo & Associates is to transform the lives of clients and employees through effective communication, service excellence, and value. They conduct business with integrity and seek to understand the critical needs of clients and employees to create a sense of partnership. With expert guidance, strategic planning, and a focus on wellness, Costanzo & Associates helps lead clients toward financial success. They also offer tips on managing business debt, utilizing technology, surviving supply chain disruptions, and creating inclusive holiday feasts.