Individual financial planning in West Virginia
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Northwestern Mutual of Morgantown WV
● ClosedNorthwestern Mutual of Morgantown WV is a trusted finance and insurance agency located at 1053 Maple Drive in Morgantown, West Virginia, United States. Our dedicated team of professionals is committed to helping clients achieve their financial goals and protect what matters most to them. With a wide range of insurance and investment products, we strive to provide personalized solutions tailored to each individual's needs. Whether you are planning for retirement, saving for your children's education, or looking to secure your family's future, Northwestern Mutual of Morgantown WV is here to help you every step of the way. Visit us today to learn more about how we can assist you in building a secure financial foundation.
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Edward Jones
● ClosedEdward Jones is a renowned finance institution located at 1427 Earl L Core Road in Morgantown, West Virginia, United States. With a commitment to providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for a child's education, or build wealth for the future, the knowledgeable team at Edward Jones is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
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Northwestern Mutual: Chris Wade
● ClosedNorthwestern Mutual: Chris Wade is a financial institution located at 1053 Maple Drive in Morgantown, West Virginia. Specializing in providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a focus on personalized financial strategies, Chris Wade and his team offer expert advice and guidance to clients looking to build wealth, protect assets, and plan for retirement. Trust Northwestern Mutual to provide comprehensive financial solutions tailored to your specific needs and goals.
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Padgett Advisors
● ClosedPadgett Advisors is a trusted accounting and finance institution located at 1137 Van Voorhis Road in Morgantown, West Virginia. Our team of experienced advisors provides a wide range of financial services to businesses and individuals, including tax planning, bookkeeping, and financial consulting. With a commitment to personalized service and attention to detail, Padgett Advisors is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and financial needs.
1137 Van Voorhis Rd #16, Morgantown, WV 26505, United StatesAdvertisements -
Cunningham Powell Alexander, A.C.
● ClosedCunningham Powell Alexander, A.C. is an accounting and finance institution located at 1544 Mileground Road in Morgantown, West Virginia, United States. Our mission is to provide personalized financial services to help you navigate through the business of life and plan for a secure financial future. We offer a range of online apps for your convenience, making it easy to conduct business with us. Our team of licensed professionals is dedicated to optimizing your taxes, simplifying bookkeeping and payroll, and helping your new business thrive. We also focus on managing cash flow, utilizing technology for small business success, and promoting overall wellness. With our expertise, you can effectively manage business debt, navigate supply chain disruptions, and create a joyful holiday feast for all dietary preferences. Securities and Investment Advisory Services are offered through Allegheny Financial, a registered investment advisor and broker/dealer. Contact us at Stone Quarry Crossing in Pittsburgh for more information.
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Smith and Associates CPA's and Consultants
● OpenSmith and Associates CPA's and Consultants is a reputable financial institution located at 426 Drummond Street in Morgantown, West Virginia, United States. With a team of experienced certified public accountants and consultants, we provide a wide range of financial services including tax preparation, auditing, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses seeking expert financial advice. Contact us today to see how we can help you achieve your financial goals.
426 Drummond St, Morgantown, WV 26505, United StatesAdvertisements -
Smith & Associates Cpa's & Consultants
● ClosedSmith & Associates CPA's & Consultants is a trusted accounting and finance institution located at 511 Burroughs Street in Morgantown, West Virginia. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Smith & Associates CPA's & Consultants is here to help. Contact us today to schedule a consultation.
511 Burroughs Street, Morgantown, WV 26505, United StatesAdvertisements -
Health Consultants Plus Inc
● ClosedHealth Consultants Plus Inc is a leading healthcare institution located at 219 Hartman Run Road in Morgantown, West Virginia, United States. Our team of experienced and dedicated healthcare professionals provides a wide range of consulting services to individuals, families, and organizations. From preventative care to disease management, we are committed to promoting the health and well-being of our clients. Visit us today and let us help you achieve your health goals.
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Thomas Price & Wilson: Bechtel Corey CPA
● ClosedThomas Price & Wilson: Bechtel Corey CPA is a reputable accounting and finance institution located at 195 Green Bag Road in Morgantown, West Virginia. With a team of experienced and skilled CPAs, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing top-notch financial solutions has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, Thomas Price & Wilson: Bechtel Corey CPA is the institution you can trust to help you achieve your financial goals.
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Huffman & Ross Wealth Management-Erik Huffman & Jennifer Ross
● ClosedHuffman & Ross Wealth Management, led by Erik Huffman and Jennifer Ross, is a premier financial institution located in Morgantown, West Virginia. With a dedication to providing personalized wealth management services, the team at Huffman & Ross takes a comprehensive approach to helping clients achieve their financial goals. Their expertise in investment strategies, retirement planning, and estate planning ensures that clients receive tailored solutions to meet their individual needs. Visit their office at 6220 Mid Atlantic Drive to start your journey towards financial success.
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Vecchio & Co
● ClosedVecchio & Co is a leading accounting and finance institution located at 601 Venture Drive in Morgantown, West Virginia. With a team of highly skilled professionals, we provide a wide range of financial services to our clients, including tax preparation, auditing, and financial planning. Our dedication to excellence and commitment to client satisfaction sets us apart from the rest. Trust Vecchio & Co for all your accounting and finance needs.
601 Venture Dr # 250, Morgantown, WV 26508, United StatesAdvertisements -
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.
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Edward Jones
● OpenEdward Jones is a renowned financial institution located in Bethlehem, West Virginia, United States. With a strong focus on personalized financial planning and investment services, Edward Jones is committed to helping individuals and families achieve their financial goals. Their team of experienced financial advisors provide tailored solutions to meet the unique needs of each client, ensuring a comprehensive approach to wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Edward Jones offers expert guidance and support every step of the way. Trust Edward Jones to help you secure a brighter financial future.
Bethlehem, WV 26003, United StatesAdvertisements -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 450 Stewart Lane in Triadelphia, West Virginia, offers finance services to help you get your biggest refund. While tax advance loans are not available this year, their Tax Pros are ready to assist you in preparing your taxes. You can drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop. Refund Advance loans, which are repaid with your tax refund, were available at select locations during specific dates. Appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters can be scheduled online or by calling (304) 238-5935. The Tax Pros at this location speak English and are ready to help you maximize your refund. Trust Jackson Hewitt Tax Service when every dollar matters, because it matters who does your taxes™.
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Anthony Investment Management
● OpenAnthony Investment Management is a reputable finance institution located at 2 22nd Street in Wheeling, West Virginia, United States. With a team of experienced professionals, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Anthony Investment Management provides personalized strategies tailored to your individual needs. Trustworthy and reliable, they are committed to delivering exceptional results and ensuring the financial success of their clients.
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Royal Alliance Associates Inc
● OpenRoyal Alliance Associates Inc is a finance institution located at 200 Ivy Lane in Weirton, West Virginia, United States. With a commitment to providing top-notch financial services, Royal Alliance Associates Inc offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and expertise to ensure their clients' financial success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Royal Alliance Associates Inc is here to help you every step of the way.
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Joanou Frank
● OpenJoanou Frank is a reputable finance and insurance agency located at 1144 Market Street in Wheeling, West Virginia. With a commitment to providing top-notch financial services and insurance solutions, Joanou Frank caters to the needs of individuals and businesses alike. Their knowledgeable staff is dedicated to helping clients make informed decisions to secure their financial future and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Joanou Frank is your trusted partner in achieving your financial goals. Visit their office today to learn more about their services and how they can assist you.
1144 Market St, Wheeling, WV 26003, United StatesAdvertisements -
William Blakemore - Mutual of Omaha
● OpenWilliam Blakemore - Mutual of Omaha is a reputable insurance agency located at 362 American Way in Weirton, West Virginia. With a focus on providing personalized insurance solutions to meet the needs of individuals and families, they offer a wide range of insurance products including life, health, and disability insurance. The experienced agents at William Blakemore - Mutual of Omaha are dedicated to helping clients protect what matters most to them and provide excellent customer service. Whether you are looking for coverage for yourself or your loved ones, this institution is committed to helping you find the right insurance plan for your specific needs.
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Zagula Matthew
● ClosedZagula Matthew is a reputable finance institution located at 3660 Pennsylvania Avenue in Weirton, West Virginia, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Zagula Matthew is known for its expertise in investments, wealth management, and financial planning. Customers can trust the experienced professionals at Zagula Matthew to help them navigate the complexities of the financial world and achieve their financial goals.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 400 Three Springs Drive in Weirton, West Virginia, offers expert finance services to help you get your biggest refund. Our Tax Pros are ready to assist you with in-person tax preparation, drop-off tax preparation, and help with IRS letters. While our tax advance loans have ended this year, you can still benefit from our services to ensure you receive your refund quickly and efficiently. Conveniently located inside Walmart, you can drop off your tax documents while you shop, or schedule an appointment with one of our Tax Pros for a personalized experience. Book an appointment online or call us at (304) 716-4248 to reserve your time. Trust Jackson Hewitt Tax Service for all your tax needs and remember, when every dollar matters, it matters who does your taxes™.
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United Bank
● ClosedUnited Bank is a leading financial institution located at 109 Three Springs Drive in Weirton, West Virginia. As a full-service bank, United Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a commitment to providing exceptional customer service and innovative banking solutions, United Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit United Bank today to experience the difference in banking excellence.
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United Bank
● ClosedUnited Bank is a trusted financial institution located at 3567 Main Street in Weirton, West Virginia. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized solutions to help you achieve your financial goals. Whether you're looking for a checking account, savings account, mortgage, or investment services, United Bank is here to help. Visit us today and experience the difference of banking with United Bank.
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Trilith Wealth Management
● ClosedTrilith Wealth Management is a leading finance and insurance agency located at 3345 University Avenue in Morgantown, West Virginia. With a team of experienced professionals, we provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Trilith Wealth Management to guide you towards a secure financial future.
3345 University Ave Suite 5, Morgantown, WV 26505, United StatesAdvertisements -
Claudio & Company
● ClosedClaudio & Company is a reputable accounting and finance institution located at 151 Walnut Street in Morgantown, West Virginia, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to provide personalized and comprehensive financial solutions to help our clients achieve their goals and secure their financial future. Visit us today to learn more about how Claudio & Company can help you with all your accounting and finance needs.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service, located at 3317 Main Street in Weirton, West Virginia, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros are available to assist you in getting the most out of your return. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest. They offer a quick call to review your final return and convenient e-signing options for your convenience.
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Nicolas Heywood - TIAA Wealth Management Advisor
● ClosedNicolas Heywood - TIAA Wealth Management Advisor is a trusted financial institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. As a dedicated wealth management advisor, Nicolas Heywood provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Nicolas Heywood - TIAA Wealth Management Advisor is committed to providing expert financial advice and guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or investing for the future, Nicolas Heywood can help you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives. Contact Nicolas Heywood - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards securing your financial future.
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First United Bank & Trust
● ClosedFirst United Bank & Trust, located at 7 Chaplin Hill Road in Morgantown, West Virginia, is more than just a typical bank. Our team of professionals is dedicated to providing personalized solutions tailored to your individual needs. With a focus on serving the North Central West Virginia community, we offer two drive-up banking lanes and convenient hours to accommodate your busy schedule. Our Star City Community Office, opened in 2006, provides innovative financial services, including a universal banker approach and self-serve digital tools. Whether you're looking to meet personal or business financial goals, we are here to help through our internet and mobile banking options. Visit us to speak with a Banking Specialist or utilize our Discovery Center or ATM channels for digital banking tasks. Serving Monongalia County, Harrison County, and surrounding areas in West Virginia, First United Bank & Trust is committed to making a difference in your financial life.
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Ohana Wealth Legacy - C. Brent Wilmoth
● OpenOhana Wealth Legacy - C. Brent Wilmoth is a finance institution located at 9000 Coombs Farm Drive in Morgantown, West Virginia, United States. Led by financial expert C. Brent Wilmoth, the institution specializes in helping individuals and families build and preserve their wealth for future generations. With a focus on personalized financial planning and investment strategies, Ohana Wealth Legacy is dedicated to providing top-notch service and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Ohana Wealth Legacy is here to help you secure a prosperous financial future.
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The Wall Street Therapy
● OpenThe Wall Street Therapy is a premier mental health institution located at 3 Wall Street in Kingwood, West Virginia, United States. Our team of experienced therapists and counselors are dedicated to providing high-quality therapy services to individuals seeking support and guidance in their mental health journey. We offer a range of therapeutic approaches tailored to meet the unique needs of each client, helping them to overcome challenges and achieve emotional well-being. Whether you are struggling with anxiety, depression, trauma, or any other mental health issue, The Wall Street Therapy is here to help you navigate through your struggles and find healing. Contact us today to schedule a consultation and take the first step towards a healthier, happier life.
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H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 355 Wharton Circle in Triadelphia, West Virginia, United States. With a team of expert tax professionals and financial advisors, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business seeking financial guidance, H&R Block is dedicated to providing personalized solutions to meet your needs. Visit us today to experience top-notch financial services that will help you achieve your financial goals.
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List of local businesses, places and services in West Virginia
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