Insurance advisory services in West Virginia
29 results found
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Benefits One Financial Services
● ClosedBenefits One Financial Services, located at 1604 West King Street in Martinsburg, West Virginia, is your go-to advisor for personal planning and employee benefits solutions. With over 25 years of combined experience, we specialize in Life Insurance, Personal Financial Planning, and Group Benefits. Whether you're a new parent, business owner, or going through a major life change, we can help you navigate the complex world of benefits and find the best options at the right price. We make planning and comparing benefits easy, so you can save valuable time and resources. Our services are available online, and we serve the local areas of Martinsburg, Inwood, Hedgesville, Shepherdstown, and Charles Town in West Virginia, as well as Winchester, Virginia, and Hagerstown, Maryland.
1604 W King St, Martinsburg, WV 25401, United States -
Hunter Insurance & Financial
● ClosedHunter Insurance & Financial is a trusted insurance agency located at 204 Court Street in Spencer, West Virginia, United States. Our experienced team is dedicated to reviewing your current policy to ensure that you are both saving money and receiving the best protection possible. Specializing in commercial insurance, we work tirelessly to provide small business owners with affordable liability coverage. In today's digital age, cyber liability risks are a concern for nearly every business. Are you prepared if your data is compromised? Let Hunter Insurance help you navigate these risks and ensure that you are properly covered. Additionally, we offer financial planning services to help safeguard your financial future.
204 Court St, Spencer, WV 25276, United States -
Hunter Insurance & Financial
● ClosedHunter Insurance & Financial is a reputable insurance agency located at 1434 Greenbrier Street in Charleston, West Virginia, United States. Our experienced team is dedicated to reviewing your current policy to help you save money and ensure you are better protected. Specializing in commercial insurance, we strive to find small business owners affordable liability coverage. In today's digital age, cyber liability risks are a concern for every business. Are you covered if your data is compromised? Let us help you plan for unforeseen circumstances and protect your financial future. With over 25 years of experience in the Kanawha Valley, our team offers personalized financial planning services to meet your needs. We prioritize our clients and aim to provide them with the knowledge and resources they need to make informed decisions about their insurance and financial products. Visit our website or social media pages to learn more about how we can help you save money on your homeowners and car insurance. Advisory services are offered through Vicus Capital, Inc., a federally registered investment advisor. Trust Hunter Insurance & Financial for all your insurance and financial needs.
1434 Greenbrier St, Charleston, WV 25311, United States -
Community Brokerage & Investment Services
● ClosedCommunity Brokerage & Investment Services is a finance institution located at 631 Juliana Street in Parkersburg, West Virginia, United States. Our philosophy is centered around partnering with our clients to help them prepare for an unpredictable future. We offer complimentary consultations and listen to your needs and goals to provide investment recommendations that suit your comfort level and resources. Whether you're a small business owner, self-employed individual, or looking for long-term savings tools like Traditional or Roth IRAs, we have a range of options to help you achieve your financial goals. Our team is licensed to sell life and long-term care insurance in West Virginia and Ohio, and we provide assistance with 401K plans and pension rollovers. Stay informed with the latest investment news and advice, and feel secure knowing that our investment professionals are registered with FINRA's BrokerCheck.
631 Juliana St, Parkersburg, WV 26101, United States -
Benefit Design Services (formerly L L Roe Insurance)
● ClosedBenefit Design Services (formerly L L Roe Insurance) is a reputable insurance agency located in Barboursville, West Virginia, United States. With a strong focus on providing tailored benefit design solutions to meet the unique needs of individuals and businesses, they offer a wide range of insurance products and services. Their team of experienced professionals is dedicated to helping clients navigate the complexities of insurance coverage and find the best options to protect their assets and loved ones. Whether you are looking for health, life, auto, or property insurance, Benefit Design Services is committed to delivering exceptional service and expertise to ensure peace of mind for their clients.
5958 U.S. Route 60 East, Suite 103, Barboursville, WV 25504, United States -
Clear Mountain Financial Solutions
● ClosedClear Mountain Financial Solutions, located at 102 Venture Drive in Morgantown, West Virginia, offers goals-based financial planning services to help clients achieve their financial goals through holistic planning strategies. With access to quality investment products such as portfolios, annuities, insurance, and education savings plans, our experienced team can assist clients at every stage of life, whether they are getting married, starting a family, changing careers, planning for retirement, or simply organizing their finances. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker/dealer. Clear Mountain Bank and Clear Mountain Financial Solutions work in partnership with LPL to provide comprehensive financial guidance. Schedule a meeting with us today to review your portfolio and discuss your financial needs.
102 Venture Dr, Morgantown, WV 26508, United States -
Epic Planning
● ClosedEpic Planning is a finance institution located at 2809 Charles Town Road in Martinsburg, West Virginia. We are proud to serve families in the Eastern Panhandle, helping them plan for their ideal retirement. Schedule a meeting with us to discuss your current financial situation and retirement needs. Our team will create a custom strategy to help you reach your unique retirement goals. Join us for one of our informational events to learn more about retirement income strategies and wealth management. Please note that insurance products are offered through Epic Planning, LLC, and investment advisory services are provided through AE Wealth Management, LLC. Investing involves risk, and no investment strategy can guarantee a profit. Our firm does not provide tax or legal advice, so please consult with a qualified professional before making any purchasing decisions.
2809 Charles Town Rd, Martinsburg, WV 25405, United States -
Wayne Rimmer - Thrivent
● ClosedWayne Rimmer - Thrivent is a finance institution located at 68 Clohan Avenue, Martinsburg, West Virginia, United States. They are licensed in multiple states, including FL, IN, MA, MD, MI, NC, OH, PA, TX, VA, WI, and WV. The institution offers financial planning services through their Financial Planning Framework, as well as Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult their own professionals for these services. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent Financial for Lutherans. Only licensed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
68 Clohan Ave, Martinsburg, WV 25404, United States -
Huntington Private Bank
● ClosedHuntington Private Bank is a premier financial institution located at 3120 University Avenue in Morgantown, West Virginia. Our dedicated team of professionals offers a wide range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. As a federally registered service mark of Huntington Bancshares Incorporated, we strive to provide exceptional service to our clients. Our subsidiary, Huntington Financial Advisors, offers securities and insurance products, while Huntington Insurance, Inc. provides certain insurance products. Trust and investment management services are offered by The Huntington National Bank, a national bank with fiduciary powers. Please note that lending products are subject to credit approval, and investment, insurance, and non-deposit trust products may lose value. Thank you for considering Huntington Private Bank for your financial needs.
3120 University Ave, Morgantown, WV 26505, United States -
Eric Christopherson - Thrivent
● ClosedEric Christopherson - Thrivent is a finance institution located at 254 Stratton Alley, Lewisburg, West Virginia, United States. They are licensed in multiple states including CA, CO, FL, IL, IN, KS, MI, MN, NJ, OH, TX, VA, WI, and WV. If you are looking to achieve your lifelong dreams while supporting causes you care about, Eric Christopherson can provide the guidance you need. With industry expertise, they can help you create a secure financial future based on your goals and values.
254 Stratton Alley Apt 6, Lewisburg, WV 24901, United States -
Waters Warner & Harris
● OpenWaters Warner & Harris is a prestigious law firm located at 321 West Main Street in Clarksburg, West Virginia, United States. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in various practice areas. Whether you are seeking assistance with personal injury claims, criminal defense, family law matters, or business disputes, Waters Warner & Harris is committed to providing exceptional representation and achieving successful outcomes for their clients. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
321 W Main St #701, Clarksburg, WV 26301, 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 -
Anthony Titus, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedAnthony Titus, Bankers Life Agent and Bankers Life Securities Financial Representative is located at 200 Star Avenue in Parkersburg, West Virginia. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Anthony Titus offers a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services offered by Anthony Titus is assistance with Medicare Advantage plans. These plans provide comprehensive coverage that includes both medical and prescription drug benefits, with some plans even offering a $0 monthly premium option. With the rising cost of healthcare, planning for long-term care is also essential. Anthony Titus can help you navigate this complex issue and start preparing for the future.
200 Star Ave Unit 211, Parkersburg, WV 26101, United States -
Caitlin Morgan
● OpenCaitlin Morgan is a certified nurse midwife who has recently joined St. Joseph's Hospital's Center for Women's Health in Buckhannon, West Virginia. With a background in nursing and midwifery, Caitlin provides a range of services including preconception, antenatal, and postpartum care, as well as labor and delivery coaching, newborn care, and breastfeeding support. Her office is conveniently located at 100 West Main Street in Buckhannon. To schedule an appointment with Caitlin, please call 304-473-2300.
100 W Main St, Buckhannon, WV 262012292, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 813 Grand Central Avenue in Vienna, West Virginia, is a finance institution that offers a wide range of services including brokerage, investment advisory, financial planning, and more. Their team of financial advisors can help you navigate the complexities of investing, but please note that investing involves risk and there is always the potential of losing money. Merrill Lynch does not provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making financial decisions. The institution also offers insurance, annuity products, trust and fiduciary services, and banking products through various subsidiaries of Bank of America Corporation. They are committed to providing information about products and services that may be of interest to you and are dedicated to helping you achieve your financial goals.
813 Grand Central Ave, Vienna, WV 26105, United States -
Hazlett Burt & Watson
● ClosedHazlett Burt & Watson is a reputable finance institution located at 1100 9th Street in Vienna, West Virginia, United States. With a strong focus on providing top-notch financial services to its clients, Hazlett Burt & Watson is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its personalized approach, tailored to meet the unique needs and goals of each individual client. With a team of experienced professionals, Hazlett Burt & Watson is dedicated to helping clients achieve their financial objectives and secure their financial future.
1100 9th St Unit I, Vienna, WV 26105, United States -
Summit Financial Networks
● ClosedSummit Financial Networks is a finance institution located at 1042 Morgantown Avenue in Fairmont, West Virginia, United States. Our team of advisors is dedicated to helping clients with retirement planning, IRA/401K management, and investment strategies. We offer no-cost consultations to assist you in creating a personalized financial plan for your future. Our services include retirement planning, estate planning, college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. We are a full-service brokerage firm that can help you navigate the complexities of financial planning. Securities and advisory services are offered through Cetera Advisor Networks LLC, a reputable broker-dealer and Registered Investment Advisor. Contact us today for a consultation and start planning for a secure financial future.
1042 Morgantown Ave, Fairmont, WV 26554, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1117 3rd Avenue in Huntington, West Virginia, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide guidance on wealth planning, retirement income, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their goals and create tailored financial strategies to meet their long-term objectives. The branch is committed to giving back to the community through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors, investing insights, a wealth planning platform, and technological resources to help you pursue your financial and life goals. Merrill Lynch has been training financial advisors since 1946, providing them with the skills and knowledge needed to assist individuals in achieving their unique financial goals. Investors should be aware of the risks involved in investing, as past performance does not guarantee future results. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on customized investment approaches and wealth management advice. Banking products and services are provided by Bank of America, N.A., and its affiliated banks. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its agents. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Clients can access additional information about Merrill's services and products through their financial advisor.
1117 3rd Ave, Huntington, WV 25701, United States -
Huntington Private Bank
● ClosedHuntington Private Bank, located at 500 Lee Street East in Charleston, West Virginia, is a premier institution offering a wide range of wealth and financial services. Our team of dedicated professionals includes Private Bankers, Wealth and Investment Management experts, and licensed investment representatives who provide top-notch banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. Huntington Private Bank is a federally registered service mark of Huntington Bancshares Incorporated, ensuring the highest level of quality and expertise. Trust and investment management services are provided by The Huntington National Bank, a trusted national bank with fiduciary powers. Lending products are subject to credit approval, and certain insurance products are offered through Huntington Insurance, Inc. Your financial well-being is our top priority, and we are committed to helping you achieve your goals. Visit us today to experience the difference with Huntington Private Bank.
500 Lee St E, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor Jamie O'Connor
● ClosedMerrill Lynch Financial Advisor Jamie O'Connor" located in Charleston, West Virginia, United States. O'Connor & Associates is a dynamic financial advisory team that believes in building strong relationships through teamwork and involvement. They offer customized wealth management services to clients, businesses, and families across the country. Their goals-based wealth management process begins by getting to know you and your family, so they can create personalized strategies to help you pursue your dreams. Services provided by O'Connor & Associates include retirement strategies, life insurance analysis, residential lending, alternative investments, estate preparation, cash management, professional practice lending, retirement plan design, and business succession planning. They work with clients' CPAs and attorneys to ensure comprehensive financial planning.
500 Lee Street E Suite 1100, Laidley Tower, Charleston, WV 25301, United States -
Merrill Lynch Financial Advisor Les O'Connor Jr
● ClosedMerrill Lynch Financial Advisor Les O'Connor Jr is a finance institution located in Charleston, West Virginia, United States. The institution, situated at 500 Lee Street, East Suite 1100 Laidley Tower, Charleston, WV 25301, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates, along with access to global investment capabilities of Merrill and banking convenience of Bank of America, aim to be your primary source for financial advice and guidance. The institution offers customized wealth management services to clients, businesses, and families across the country, focusing on integrity, personalized service, responsiveness, and transparency. Their goals-based wealth management process begins with getting to know you and your family, understanding your objectives, and creating customized strategies to help you pursue your dreams. O'Connor & Associates works with individuals, families, and businesses to incorporate retirement strategies, life insurance analysis, residential lending, alternative investments, estate preparation, and more. They provide fiduciary advisory services, legacy of service excellence, and a team that shares your priorities. The institution believes in a personalized approach to financial planning, helping you manage, grow, and preserve your wealth while considering the impact it can have for years to come. With access to investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. The team at Merrill Lynch Financial Advisor Les O'Connor Jr is committed to building strong client relationships based on trust and personalized service, helping you reach your goals and stay on track to achieve what's most important to you.
500 Lee Street E Suite 1100, Laidley Tower, Charleston, WV 25301, United States -
Brett K. Staples - Truist Wealth
● OpenBrett K. Staples - Truist Wealth is a finance institution located at 300 Summers Street in Charleston, West Virginia, United States. Brett Staples, the Managing Director and Financial Advisor, has over 30 years of experience in private banking, trust, and investments. The institution specializes in serving high-net-worth clients who have at least $1M in investments and desire discretionary investment management. The team focuses on providing customized attention and dedicated service to their clients, integrating internal and external professional advisors to deliver comprehensive solutions. Services offered include banking products, trust and investment management, securities brokerage, insurance, investment advisory, and mortgage products. Truist Advisors are associated persons of Truist Investment Services, Inc. and Truist Advisory Services, Inc. The institution provides resources for consumers with Limited English Proficiency, including translation or other language access services. Customers are encouraged to consult with their tax or legal professionals before taking any action with potential tax or legal consequences.
300 Summers St Suite 500, Charleston, WV 25301, United States -
Truist
● ClosedTruist, located at 21 Main St in Cameron, WV, is a comprehensive financial institution committed to helping you manage your finances effectively. Whether you're looking to see if you're pre-qualified for a Truist credit card, seeking the right loan for your needs, or exploring various banking products and services, Truist is here to assist you. Services Offered:
21 Main St, Cameron, WV 26033, United States -
Truist
● ClosedTruist, located at 414 Jefferson Ave, Moundsville, WV 26041, is a prominent financial institution offering a wide range of banking and financial services. As a branch of Truist Financial Corporation, the bank is committed to providing personalized financial solutions to meet the diverse needs of its clients. Whether you're looking to see if you pre-qualify for a Truist credit card or seeking the perfect loan, Truist is equipped to guide you through the process. Truist Bank, a member of the FDIC, offers various banking products and services, including loans and deposit accounts. For those interested in trust and investment management, services are available through Truist Bank and Truist Delaware Trust Company. Additionally, Truist Investment Services, Inc., a registered broker-dealer and licensed insurance agency, provides securities, brokerage accounts, and insurance options, including annuities.
414 Jefferson Ave, Moundsville, WV 26041, United States -
Truist Financial
● OpenWelcome to Truist Financial, your trusted partner in banking and finance, located at 1226 Water St, Wheeling, WV 26003, United States. As a comprehensive financial institution, Truist Financial offers a wide range of services to meet all your banking and investment needs. ### Our Services: - Banking Products and Services: Truist Bank, Member FDIC, provides a variety of banking products including loans and deposit accounts tailored to fit your financial needs.
1226 Water St, Wheeling, WV 26003, United States -
Truist Mortgage
● OpenTruist Mortgage - Wheeling, WV Located at 1145 Main St, Wheeling, WV 26003, Truist Mortgage is a leading financial service provider dedicated to helping you achieve your home ownership dreams. Specializing in mortgage products and services, Truist Mortgage offers a comprehensive array of financial solutions tailored to meet your unique needs.
1145 Main St, Wheeling, WV 26003, United States -
Lisa M Zeller - Truist Mortgage Loan Officer
● ClosedLisa M. Zeller - Truist Mortgage Loan Officer Located at 466 Chestnut Ridge Rd, Morgantown, WV 26505, Lisa M. Zeller serves as a dedicated Mortgage Loan Officer for Truist, a leading financial services provider. With an NMLSR number of 415625, Lisa brings a wealth of knowledge and experience to help clients navigate the complexities of mortgage financing.
466 Chestnut Ridge Rd, Morgantown, WV 26505, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 507 1st Street, Huntington, West Virginia 25701. As a part of Truist Financial Corporation, we are committed to providing you with a comprehensive range of financial services tailored to meet your needs. At Truist, you can explore various options to enhance your financial well-being. See if you're pre-qualified for a Truist credit card or find the right loan by sharing your financial goals with us. Our offerings include a wide array of banking products and services, such as loans and deposit accounts, all provided by Truist Bank, Member FDIC.
507 1st Street, Huntington, West Virginia 25701, United States -
Truist
● ClosedWelcome to Truist, located at 507 1st Street, Huntington, West Virginia 25701, your trusted partner in banking and finance. At Truist, we are committed to helping you achieve your financial goals with a wide range of services tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or searching for the right loan, our dedicated team is here to assist you every step of the way. As part of Truist Financial Corporation, we offer a comprehensive suite of banking products and services through Truist Bank, a Member FDIC institution. Our offerings include loans, deposit accounts, trust and investment management services, and more, ensuring that all your financial needs are covered under one roof.
507 1st Street, Huntington, West Virginia 25701, United States
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