Independent financial advisor in West Virginia
33 results found
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United Financial Center, LLC
● ClosedUnited 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.
16136 Appalachian Hwy, Thomas, WV 26292, United States -
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 -
Edward Jones - Financial Advisor: Ed Stone
● ClosedEdward 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.
8067 Winchester Ave, Inwood, WV 25428, United States -
Integrity Financial Planning
● ClosedIntegrity Financial Planning is an independent financial services firm located in Morgantown, West Virginia. Our team specializes in helping clients pursue their financial goals through a variety of strategies, while also providing protection in the face of unexpected events. We focus on guiding clients through the Three Phases of Financial Planning, offering personalized advice and solutions tailored to individual needs. At Integrity Financial Planning, we understand the importance of long-term investing and offer valuable insights on the subject. Our website features informative videos and resources to help clients make informed decisions about their financial future. Please note that our financial advisors do not provide tax or legal advice, and we recommend consulting with professionals in those fields for specific guidance.
1283 Suncrest Towne Centre Drive, Morgantown, WV 26505, United States -
Derek Nuzum, Financial Services Professional
● ClosedDerek Nuzum, Financial Services Professional is an insurance agency located at 742 Fairmont Road in Morgantown, West Virginia, United States. With years of experience in the financial services industry, Derek Nuzum offers a wide range of insurance products and services to meet the individual needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning, Derek Nuzum is dedicated to providing personalized and professional service to help you secure your financial future. Contact Derek Nuzum, Financial Services Professional today to schedule a consultation and learn more about how they can help you protect what matters most.
742 Fairmont Rd # C, Morgantown, WV 26501, United States -
Horizon Financial
● ClosedHorizon 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.
13 Chase Dr, Hurricane, WV 25526, United States -
Northwestern Mutual Financial
● ClosedNorthwestern Mutual Financial, located at 2092 West Webster Road in Summersville, West Virginia, is a top-rated finance institution that offers a wide range of financial services to help you protect your family and achieve your goals. Our experienced financial advisors will work with you to create a personalized plan that balances your current and future priorities, providing you with the confidence to live the life you've always wanted. As a top 10 Independent Investment Broker-Dealer and the Best Life Insurance Company for Customer Experience according to NerdWallet, Northwestern Mutual offers a variety of financial options, including investments and insurance, designed to meet your specific goals. With the highest financial strength ratings from all major rating agencies, you can trust that your financial future is in good hands.
2092 W Webster Rd, Summersville, WV 26651, United States -
Gorrell - Molessa Financial Services
● OpenGorrell - Molessa Financial Services is a trusted finance and insurance agency located at 2519 Ohio Avenue in Parkersburg, West Virginia. With a commitment to providing personalized financial solutions and top-notch insurance products, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Visit us today to learn more about our comprehensive services and how we can help secure your financial future.
2519 Ohio Ave A, Parkersburg, WV 26101, United States -
Ben Hall - Ameriprise Financial Services, LLC
● ClosedBen 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.
117 S 4th St, Clarksburg, WV 26301, United States -
Edward Jones - Financial Advisor: Caleb Durst
● ClosedEdward Jones - Financial Advisor: Caleb Durst is a reputable finance institution located at 905 Washington Street in Ravenswood, West Virginia, United States. Caleb Durst is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Caleb Durst can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Caleb Durst is committed to helping clients secure their financial future.
905 Washington St Ste C, Ravenswood, WV 26164, United States -
John Bane - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Bane is a Financial Advisor at Ameriprise Financial Services, LLC located at 101 Washington Street East, Charleston, West Virginia, United States. John Bane holds multiple certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate John Bane's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. John Bane is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professional development, John Bane is committed to helping clients achieve their financial goals and secure their financial future.
101 Washington St E Ste 124, Charleston, WV 25301, United States -
Greg Bumgarner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGreg Bumgarner, a Financial Advisor at Ameriprise Financial Services, LLC located at 330 Association Drive in Charleston, West Virginia, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular reviews and updates, Greg helps you track your progress towards achieving your financial objectives. You can access your investments and accounts securely from any device and receive guidance on retirement planning, market trends, and potential challenges that may impact your income in retirement. Schedule a complimentary initial consultation to explore how Greg can assist you in securing a more confident financial future. Please note that investment products involve risks and are not insured by federal agencies. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Greg Bumgarner is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Reach out to Greg to discuss your financial priorities and refer friends or family members to help them achieve their financial goals.
330 Association Dr, Charleston, WV 25311, United States -
Edward Jones - Financial Advisor: Wayne Rhodes
● OpenEdward Jones - Financial Advisor: Wayne Rhodes is a reputable financial institution located at 269 Market Road in Beckley, West Virginia, United States. As a trusted financial advisor, Wayne Rhodes offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Wayne Rhodes provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Edward Jones - Financial Advisor: Wayne Rhodes is dedicated to helping you secure a sound financial future.
269 Market Rd, Beckley, WV 25801, United States -
Principal Financial
● OpenWelcome to Principal Financial, your local partner in achieving financial security and confidence. Located at 7464 National Rd, Triadelphia, WV, we specialize in providing comprehensive financial services to help you protect what matters most and achieve your long-term financial goals.
7464 National Rd, Triadelphia, WV 26059, United States -
Personal Service Income Tax
● OpenPersonal Service Income Tax is an accounting and finance institution located at 3185 Pennsylvania Avenue in Weirton, West Virginia, United States. We specialize in helping individuals manage their personal service income tax obligations, offering expert advice and guidance to ensure compliance with tax laws and regulations. Our team of professionals is dedicated to providing personalized service and assisting clients in maximizing their tax savings. Whether you are a freelancer, consultant, or independent contractor, Personal Service Income Tax is here to help you navigate the complexities of income tax and achieve financial success.
3185 Pennsylvania Ave d, Weirton, WV 26062, United States -
United Security Agency
● ClosedUnited Security Agency is a finance, health, and insurance agency located at 486 Old Cheat Road in Morgantown, West Virginia, United States. When you choose United Security Agency, you are not limited to a single insurance company for quotes and coverage options. Our agents are partners with a carefully chosen group of companies selected for stability, service, superior products, and competitive prices. We pride ourselves on providing quality products and services tailored to your needs. Our local agents have strong roots in the community and understand the risks you face. They will help you design an insurance program to manage these risks and explain complex policy language so you can better understand your coverage. We are committed to every customer, with every call answered by a person during business hours.
486 Old Cheat Rd, Morgantown, WV 26508, United States -
Kimberly Cionni Business Services
● OpenKimberly Cionni Business Services is a reputable accounting and finance institution located at 1420 Commerce Street in Wellsburg, West Virginia, United States. As a team of certified public accountants, we pride ourselves on maintaining independence and ethical integrity while providing a full range of accounting and tax services for individuals and businesses. Our diverse range of services includes financial statement preparation, tax planning, budgeting, and more. With our expertise and dedication to client satisfaction, we strive to help our clients achieve their financial goals and succeed in their endeavors.
1420 Commerce St, Wellsburg, WV 26070, United States -
McKinley Carter Wealth Services
● ClosedMcKinley 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.
2100 Market St, Wheeling, WV 26003, United States -
Hazlett Burt & Watson Inc
● ClosedHazlett Burt & Watson Inc, located at 1300 Chapline Street in Wheeling, West Virginia, is a privately owned and independent finance institution that has been providing investment and financial planning solutions since 1883. Unlike large firms, Hazlett, Burt & Watson focuses on individual clients and their families, tailoring their services to meet specific needs such as investment management, income generation, retirement planning, and college tuition planning. Their experienced team values open communication and listens to clients' needs before utilizing research, analytical tools, and their own expertise to provide personalized solutions. With a commitment to empowering clients and helping them achieve their financial goals, Hazlett Burt & Watson is a trusted partner for individuals and families seeking financial stability and growth.
1300 Chapline St, Wheeling, WV 26003, United States -
Mundy & Associates
● OpenMundy & Associates is a reputable institution located at 422 9th Street in Huntington, West Virginia, United States. We are a trusted provider of professional services, offering a wide range of solutions to meet the needs of our clients. Our team of experienced professionals is dedicated to delivering high-quality results and excellent customer service. Whether you are looking for financial advice, legal assistance, or business consulting, Mundy & Associates has the expertise and resources to help you achieve your goals. Contact us today to learn more about how we can support your success.
422 9th St # 300, Huntington, WV 25701, United States -
Kiger Insurance Agency
● ClosedKiger Insurance Agency is a local independent agency located at 1215 Avery Street in Parkersburg, West Virginia. Established in 2007, we offer personal and business insurance in Parkersburg, WV, Vienna, WV, Marietta, OH and Belpre, OH. Our specialties include home insurance, auto insurance, renters insurance, farm insurance, dealership insurance, brewery insurance, restaurant insurance, and business owners insurance. Led by Principal and Financial Advisor John Kiger, and lead agent Zachary Kiger, we pride ourselves on providing our clients with expert advice and personal attention. As an independent agency, we work with multiple carriers to find the right policy for each client's specific needs. Whether you're looking for coverage for your personal property, liability protection, or off-premises theft coverage, we have you covered. Our interactive graphics can help you understand your unique risks and the insurance solutions available to you. Our clients appreciate our fast and efficient service, as well as our competitive rates. If you're in need of insurance in the Parkersburg, WV area, Kiger Insurance Agency is here to help. Contact us today to learn more about how we can protect you from the unexpected.
1215 Avery St, Parkersburg, WV 26101, United States -
Calhoun Insurance Agency
● ClosedCalhoun Insurance Agency is your local, independent agency, serving the community since 1958. Located at 401 High Street in Grantsville, West Virginia, we provide insurance solutions throughout Pennsylvania, Ohio, Virginia, Maryland, Kentucky, and Indiana. We also offer insurance in Grantsville, Weston, and Parsons in West Virginia, as well as in Edgewood, KY. At Calhoun Insurance Agency, we are dedicated to creating innovative solutions to even the toughest risk management challenges. Our experienced team believes in providing expert advice, personal attention, and custom-designed insurance programs tailored to meet your specific needs. We are committed to protecting your financial security and quality of life by helping you make smart decisions for the unexpected and the predictable.
401 High St, Grantsville, WV 26147, United States -
United Security Agency
● ClosedUnited Security Agency is a finance, health, and insurance agency located at 103 8th Avenue in Huntington, West Virginia, United States. When you choose United Security Agency, you have access to quotes and coverage options from a variety of carefully selected insurance companies known for their stability, service, and competitive prices. Our local agents are deeply rooted in the community and will work with you to design an insurance program tailored to your needs. We pride ourselves on our commitment to every customer, ensuring that every call is answered by a person during business hours. Financial strength is a top priority for us, and we only represent companies with the highest financial strength ratings and excellent reputations for claims service. Whether you need personal insurance for your home or automobile, or complex business packages, we are dedicated to providing responsive, cost-effective, and customized insurance solutions.
103 8th Ave, Huntington, WV 25701, United States -
Northwestern Mutual - Bridgeport WV
● ClosedNorthwestern Mutual in Bridgeport, WV is a trusted finance and insurance agency located at 99 Cambridge Place in Bridgeport, West Virginia. Our dedicated team of professionals is committed to helping clients plan for their financial future and protect what matters most to them. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Northwestern Mutual is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing a stable financial future.
99 Cambridge Pl, Bridgeport, WV 26330, United States -
Beacon Wealth Management
● ClosedBeacon Wealth Management is a finance institution located at 4565 Benedum Drive in Bridgeport, West Virginia, United States. Specializing in helping individuals in The Retirement Redzone (age 50-80), Beacon Wealth Management focuses on the 5 Financial Building Blocks to Living Your Best Retirement. CEO John Halterman emphasizes the importance of having a comprehensive strategy and a tested process to retire confidently. The institution offers a Wisdom 2 Wealth Library with on-demand videos and complimentary eBooks to educate clients on various financial topics. The goal is to align the money you have with the lifestyle you want to live and the legacy you want to provide. With a focus on transparency and putting clients' best interests first, Beacon Wealth Management aims to simplify and organize your entire financial situation so you can have more confidence in your investments. The BWM Retirement Redzone Advisory Process involves discovery sessions, analysis, strategy recommendations, and ongoing monitoring to ensure your financial goals are met. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc. Beacon Wealth Management operates independently of Cambridge and serves clients in several states. Contact them for a 15-minute discovery call to see if they are the right fit for your financial needs.
4565 Benedum Dr, Bridgeport, WV 26330, United States -
Christopher Erlewine, CFP - Buckingham Strategic Wealth
● ClosedChristopher Erlewine, CFP - Buckingham Strategic Wealth is a finance institution located at 101 Washington Street East, Suite 120 in Charleston, West Virginia, United States. Led by Christopher Erlewine, a Certified Financial Planner, the institution is dedicated to providing comprehensive financial planning services to help clients achieve their financial goals and create peace of mind. As a fiduciary and fee-only advisor, Christopher uses his decades of experience to create customized wealth management plans tailored to each client's unique situation. He is passionate about financial education and is actively involved in various community organizations, including serving on the board of directors for the Kanawha County Public Library and as an adjunct professor at the University of Charleston. With a focus on helping clients dedicate more time to what they are passionate about, Christopher is committed to guiding them on the right path towards a secure financial future.
101 Washington St E #120, Charleston, WV 25301, United States -
McKinley Carter Wealth Services
● ClosedMcKinley 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.
129 Summers St Ste 200, Charleston, WV 25301, United States -
Brown Edwards: Valerie R. Ellis, CPA, CGMA
● ClosedBrown Edwards: Valerie R. Ellis, CPA, CGMA is a reputable accounting and finance institution located at 707 Virginia Street East in Charleston, West Virginia, United States. With a team of over 350 professionals, Brown Edwards is one of the largest independent CPA firms in the Virginia/West Virginia/Tennessee region. The institution offers a wide range of services including accounting, assurance, tax, and management advisory services. At Brown Edwards, the core mission is to provide clients with the highest quality service tailored to their unique needs. The institution has helped thousands of companies with financial management, tax preparation, and strategic planning. The team at Brown Edwards stays updated on industry trends by attending trade shows, conferences, and continuing education programs.
707 Virginia St E # 300, Charleston, WV 25301, United States -
Poling Wealth
● ClosedPoling Wealth is a reputable financial institution located at 330 Harper Park Drive in Beckley, West Virginia, United States. Specializing in wealth management and financial planning services, Poling Wealth is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Poling Wealth is committed to providing expert guidance and exceptional service to help you secure a successful financial future.
330 Harper Park Dr # C, Beckley, WV 25801, United States -
Four D's Investment, LLC
● ClosedFour D's Investment, LLC is a reputable real estate agency located at 513 Charleston Road in Spencer, West Virginia. Specializing in buying, selling, and managing properties, our team of experienced professionals is dedicated to providing top-notch service to our clients. Whether you are looking to invest in a new property or sell your current one, Four D's Investment, LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.
513 Charleston Rd, Spencer, WV 25276, United States
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