Investment advisory services in West Virginia
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Arnett Carbis Toothman llp
● ClosedArnett Carbis Toothman LLP is a leading accounting and finance institution located at 600 Marketplace Avenue in Bridgeport, West Virginia, United States. We specialize in a range of services including vulnerability management, audit planning for small capital projects, fair pay and labor trends, compliance solutions for prevailing wage requirements, and managing cybersecurity and data governance risks using AI technology. As a member of Baker Tilly International, the world's 10th largest accountancy and advisory network, we are dedicated to providing exceptional client service, regional expertise, and community impact. Our team of professionals is committed to guiding our clients towards their goals and offering solutions to move their strategies forward. Join us on a journey to success and explore the services we offer to meet your every need. Visit our office, meet our people, and be a part of our diverse, dynamic, and growing organization that invests in advancing your skills and professional opportunities. Trust us to know every aspect of your business and help you reach a destination you thought was beyond reach.
600 Marketplace Ave #100, Bridgeport, WV 26330, 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 -
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 -
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 -
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 -
Edward Jones - Financial Advisor: Joseph M Stoltzfus
● ClosedEdward Jones - Financial Advisor: Joseph M Stoltzfus is a reputable financial institution located at 2810 Grand Central Avenue in Vienna, West Virginia, United States. Specializing in providing personalized financial advice and services, Joseph M Stoltzfus is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones 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, Joseph M Stoltzfus and the team at Edward Jones are committed to helping you make informed decisions and reach your financial objectives.
2810 Grand Central Ave, Vienna, WV 26105, United States -
RBC Wealth Management Branch - Huntington
● ClosedRBC Wealth Management Branch in Huntington is a trusted financial institution located at 704 4th Avenue in Huntington, West Virginia. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to start planning for a secure financial future.
704 4th Ave, Huntington, WV 25701, United States -
John Gregory - RBC Wealth Management Financial Advisor
● ClosedJohn Gregory - RBC Wealth Management Financial Advisor is a leading financial institution located at 704 4th Avenue in Huntington, West Virginia, United States. As a trusted advisor, John Gregory provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, John Gregory is dedicated to helping individuals and families build and protect their wealth for the future. Contact John Gregory - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.
704 4th Ave, Huntington, WV 25701, United States -
The Biederman Burns Cannon Hagy Group - Morgan Stanley
● OpenThe Biederman Burns Cannon Hagy Group at Morgan Stanley is a leading financial institution located at 1200 3rd Avenue in Huntington, West Virginia. With a team of experienced professionals, they offer a wide range of financial services including wealth management, investment advisory, retirement planning, and more. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are looking to grow your wealth, plan for retirement, or achieve your financial goals, the Biederman Burns Cannon Hagy Group is dedicated to helping you succeed.
1200 3rd Ave Ste 100, Huntington, WV 25701, 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 -
Horizon Financial Group
● ClosedHorizon Financial Group, located at 200 Ivy Ln, Weirton, WV 26062, is a premier financial services firm dedicated to providing personalized and comprehensive financial solutions. Specializing in a wide range of financial services including investment management, retirement planning, estate planning, and tax advisory, Horizon Financial Group is committed to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors and planners work closely with clients to develop tailored strategies that align with their unique needs and aspirations. At Horizon Financial Group, we pride ourselves on our client-centric approach, ensuring that every client receives the highest level of service and expertise. Visit us today to discover how we can help you secure a brighter financial future.
200 Ivy Ln, Weirton, WV 26062, United States -
Colleen Knight - TIAA Wealth Management Advisor
● OpenColleen Knight - TIAA Wealth Management Advisor is a premier financial advisory firm located at 1399 Stewartstown Rd #100, Morgantown, WV 26505, United States. Specializing in personalized wealth management services, Colleen Knight provides expert financial guidance tailored to meet the unique needs of each client. Whether you are planning for retirement, seeking investment strategies, or managing your assets, Colleen offers comprehensive solutions designed to help you achieve your financial goals. With a commitment to excellence and a client-centered approach, Colleen Knight ensures that you receive the highest level of professional service and advice. Visit the office in Morgantown to start your journey toward financial security and prosperity.
1399 Stewartstown Rd # 100, Morgantown, WV 26505, United States -
Crews & Associates Inc
● OpenCrews & Associates Inc is a reputable finance firm located at 150 Clay Street, Suite 410, Morgantown, WV 26501, United States. Specializing in comprehensive financial services, Crews & Associates Inc offers expert guidance in investment banking, asset management, and financial advisory. With a commitment to delivering personalized solutions, the firm caters to a diverse clientele, including individuals, businesses, and institutional investors. Known for their integrity, professionalism, and deep industry knowledge, the team at Crews & Associates Inc strives to help clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are looking to grow your wealth, manage assets, or seek financial advice, Crews & Associates Inc is dedicated to providing exceptional service and tailored financial solutions.
150 Clay St # 410, Morgantown, WV 26501, United States -
Baker Tilly
● ClosedBaker Tilly Morgantown: Your Trusted Partner in Accounting and Finance Located at 4000 Hampton Center STE A, Morgantown, WV 26505, United States, Baker Tilly is a leading provider of comprehensive accounting and finance services designed to meet the diverse needs of businesses and individuals. We are proud to be an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, known for its dedication to exceptional client service, unmatched regional expertise, and sustained community impact.
4000 Hampton Center STE A, 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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