Investment advisory services in West Virginia
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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 -
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 -
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 -
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 -
Premier Group Financial Services
● ClosedPremier Group Financial Services, located at 1100 9th Street in Vienna, West Virginia, offers a range of financial services to help individuals and businesses achieve their financial goals. Our team of qualified registered representatives from MML Investors Services, LLC provide securities and investment advisory services to our clients. As a member of SIPC, we ensure that our clients' investments are protected. On our website, you can find informative videos and useful calculators to help you make informed financial decisions. We are committed to providing personalized and comprehensive financial solutions to meet your unique needs. Contact us today to learn more about how Premier Group Financial Services can help you secure your financial future.
1100 9th St suite e, Vienna, WV 26105, 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 -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 421 Main Street in Point Pleasant, West Virginia, United States. With a strong focus on providing personalized financial services to clients, they offer a wide range of investment options and wealth management solutions. Their team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.
421 Main St, Point Pleasant, WV 25550, 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 -
Padden Financial Services
● OpenPadden Financial Services is a trusted local business situated at 147 Stone Church Rd, Wheeling, WV 26003, United States. Specializing in comprehensive financial planning and advisory services, Padden Financial Services is committed to helping individuals, families, and businesses achieve their financial goals. With a focus on personalized service, the experienced team at Padden Financial Services offers a wide range of solutions including investment management, retirement planning, tax strategies, and estate planning. Known for their integrity, professionalism, and dedication to client success, Padden Financial Services is a reliable partner in navigating the complexities of financial management. Visit them today to experience tailored financial guidance that aligns with your unique needs and aspirations.
147 Stone Church Rd, Wheeling, WV 26003, United States -
Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAt Katherine Clark - Associate Financial Advisor, Ameriprise Financial Services, LLC, we prioritize what matters most to you. Whether your goals include planning for retirement, funding an education, or making a significant purchase like a second home, we are here to help you achieve them. Our comprehensive financial advisory services encompass investment strategies, asset allocation, and portfolio recommendations tailored to your individual goals and personal risk tolerance.
170 Thompson Dr Ste 101, Bridgeport, WV 26330, 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 -
Marshall Properties
● OpenMarshall Properties is a trusted real estate agency located at 110 East Washington Avenue in Terra Alta, West Virginia. With years of experience in the industry, we specialize in helping clients buy, sell, and rent properties in the area. Our dedicated team of professionals is committed to providing top-notch service and guidance throughout the entire real estate process. Whether you are looking for a new home, investment property, or rental, Marshall Properties is here to help you find the perfect fit. Contact us today to learn more about our services and how we can assist you with your real estate needs.
112, 110 E Washington Ave, Terra Alta, WV 26764, 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 -
Hoxton Planning & Management
● ClosedHoxton Planning & Management is a finance institution located at 8530 Shepherdstown Pike in Shepherdstown, West Virginia, United States. With decades of experience, we offer tailored financial strategies to meet your specific needs and goals. Our team of experts in planning, tax, and investment are committed to building a trustworthy relationship with you as a fiduciary. We believe that financial decisions should be made within the framework of a well-conceived financial plan, and we work closely with our clients to develop and implement strategies that align with their goals. Our goal is to make your wealth journey less stressful so you can focus on enjoying the better things in life. Tune in to our podcast where Certified Financial Planners Archie and Rob Hoxton share weekly wisdom to help you retire and stay retired. We believe in the importance of understanding your own personal definition of living richly and making informed money decisions. Whether you are planning for retirement, managing your investments, or seeking financial advice, we are here to help. Contact us to see if we might be a good partnership for your financial future. Please note that all written content on this site is for information purposes only, and it is important to discuss any financial decisions with your individual adviser before implementation. Advisory services are offered by Hoxton Planning & Management LLC, an SEC Registered Investment Advisor located in Shepherdstown, West Virginia.
8530 Shepherdstown Pike, Shepherdstown, WV 25443, 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 -
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 -
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 -
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.
1427 Earl L Core Rd, Morgantown, WV 26505, United States -
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.
1544 Mileground Rd, 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 -
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 -
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 -
Arnett Carbis Toothman llp
● ClosedArnett Carbis Toothman LLP is a leading accounting and finance institution located at 89 Professional Arts Plaza Drive in Buckhannon, West Virginia, United States. Our team specializes in securing organizations through a practical approach to vulnerability management, auditing small capital projects, and analyzing U.S. labor trends such as fair pay, equity, and transparency. We offer a range of services to move your strategy forward, including compliance solutions for prevailing wage and apprenticeship requirements, as well as expertise in managing cybersecurity and data governance risks. Our dedication to exceptional client service and unmatched regional expertise is demonstrated through our membership in Baker Tilly International, the world's 10th largest accountancy and advisory network.
Professional Arts Plaza, Rt. 20 North, 89 Professional Arts Plaza Dr, Buckhannon, WV 26201, 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 -
Hall Financial Advisors
● ClosedHall Financial Advisors is a top wealth management team located in Parkersburg, West Virginia. Recognized by Forbes as the Best-in-State Wealth Management Team in 2023 and 2024, we are dedicated to helping our clients achieve their financial goals and dreams. Our proactive approach to personal finance allows us to create customized plans that evolve with our clients' changing needs and aspirations. At Hall Financial Advisors, we understand that each individual is unique, which is why we take the time to get to know our clients on a personal level. By building strong relationships based on trust and client satisfaction, we are able to provide comprehensive financial plans that are tailored to each client's specific circumstances.
1101 Rosemar Rd Suite A, Parkersburg, WV 26105, 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 -
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 -
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
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