Financial planning services in Wheeling, West Virginia

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.

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.

Hours: Monday – Friday, 8am to 5pm; Weekends by Appointment Nestled in the historic and picturesque city of Wheeling, West Virginia, Mortgage Solutions Financial Wheeling is your trusted partner for all your mortgage and refinancing needs. Whether you're looking to purchase your first home, invest in property, or refinance an existing mortgage, our team of experts is dedicated to helping you achieve your financial goals.

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.

Bernie 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.

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.

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.

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: 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.

Don's Mobile Tax Services is a reputable accounting and finance institution located at 767 Mozart Road in Wheeling, West Virginia, United States. With a team of experienced professionals, we offer a range of tax services to individuals and businesses, all from the convenience of a mobile platform. Our goal is to provide efficient and personalized tax solutions to meet the unique needs of our clients. Whether you need help with tax preparation, filing, or planning, Don's Mobile Tax Services is here to help you navigate the complexities of the tax system. Contact us today to schedule an appointment and let us take the stress out of tax season for you.

Assured Business Services, LLC is a trusted institution located at 111 Park View Lane in Wheeling, West Virginia. Our team of experienced professionals is dedicated to providing top-notch business services to help our clients succeed. From accounting and bookkeeping to tax preparation and payroll services, we strive to ensure that your business runs smoothly and efficiently. Contact us today to learn more about how Assured Business Services, LLC can support your business needs.

The 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.

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.

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.

USI Insurance Services is a reputable insurance agency located at 2 22nd Street in Wheeling, West Virginia. They provide a wide range of insurance solutions to individuals and businesses, helping them protect their assets and mitigate risks. With a team of experienced professionals, USI Insurance Services is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for coverage for your home, car, business, or employees, USI Insurance Services has the expertise and resources to help you find the right policy. Contact them today to learn more about their comprehensive insurance offerings.

Boord Accounting Services is a trusted accounting and finance institution located at 97 Lynwood Avenue in Wheeling, West Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, and financial consulting. We are committed to helping our clients achieve their financial goals and ensure compliance with all relevant laws and regulations. Contact us today to learn more about how Boord Accounting Services can help you manage your finances effectively.

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.

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.

Eric 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.

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.

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.

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.

VITA Services for the 2021 Tax Season is a finance institution located at 52 16th Street in Wheeling, West Virginia, United States. Our dedicated team of professionals is here to assist you with your tax preparation needs for the 2021 tax season. Whether you need help filing your taxes, maximizing your deductions, or understanding complex tax laws, we are here to provide expert guidance and support. Trust VITA Services for a seamless and stress-free tax filing experience.

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.

WesBanco Insurance Services, Inc. is a full-service, multi-line insurance agency located in Weirton, West Virginia. With roots dating back to 1938 and acquired by WesBanco Bank, Inc. in 1998, the agency has a longstanding history of providing comprehensive insurance solutions to its clients. WesBanco Insurance Services operates with the mission of offering customers the right protection at the best possible price, catering to a diverse clientele that ranges from small mom-and-pop stores to large businesses, including municipalities, government entities, coal mines, contractors, banks, trucking firms, and hospitals. Services:

Kroger Money Services, located at 200 Mount Dechantal Rd, Wheeling, WV 26003, is your local financial solutions hub within the Kroger store. Specializing in a variety of financial services, Kroger Money Services offers convenient and affordable options for managing your money. Whether you need to cash a check, pay bills, send or receive money transfers, or purchase money orders, our friendly and knowledgeable staff are here to assist you. We pride ourselves on providing quick and reliable financial services that fit into your busy schedule, ensuring you have one less thing to worry about. Visit us today and experience the ease and efficiency of Kroger Money Services.

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.