Investment advisory in Charleston, WV
11 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
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 -
Jones & Associates
● OpenJones & Associates is a reputable institution located at 13 Kanawha Boulevard West in Charleston, West Virginia. With a strong presence in the financial industry, Jones & Associates offers a wide range of services including investment management, financial planning, and wealth advisory. The institution prides itself on providing personalized and tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, Jones & Associates is dedicated to delivering exceptional service and expertise to individuals and businesses in the United States.
13 Kanawha Blvd W # 200, Charleston, WV 25302, 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 -
Merrill Lynch Financial Advisor Joshua Cross
● ClosedMerrill Lynch Financial Advisor Joshua Cross, located at 500 Lee Street, Charleston, West Virginia, United States, is a finance institution that prides itself on its dedicated advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is committed to providing exemplary client service and building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team offers expertise in asset allocation, diversification, and rebalancing to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding what matters most to clients, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing tools like the Investment Personality Assessment, the team can tailor financial approaches to align with the unique goals and priorities of each client. Through ongoing communication and personalized planning, Merrill Lynch Financial Advisor Joshua Cross aims to help clients navigate the complexities of their financial lives and achieve their goals.
500 Lee St Unit 1100, 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 -
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 Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 500 Lee Street in Charleston, West Virginia, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and estate planning services. The advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations.
500 Lee St Unit 1100, Charleston, WV 25301, United States -
Joel McDavid - Morgan Stanley
● OpenJoel McDavid - Morgan Stanley is a renowned financial institution located at 500 Lee Street East in Charleston, West Virginia, United States. With a strong reputation for excellence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and financial advisory. Clients can trust in the expertise and experience of the professionals at Joel McDavid - Morgan Stanley to help them achieve their financial goals and secure their financial future.
Laidley Twr, 500 Lee St E Ste 300, 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
List of local businesses, places and services in West Virginia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos