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TOP 30 Investment services in Charleston, WV
115 results found
Search for local businesses, places and services near you
Ray Winton & Kelley
Ray Winton & Kelley is a premier institution located in Charleston, West Virginia, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing top-notch financial and legal advice to individuals and businesses alike. Whether you need help with tax preparation, investment strategies, or legal representation, our experts are here to assist you every step of the way. Visit us at 109 Capitol Street to learn more about how Ray Winton & Kelley can help you achieve your financial and legal goals.
Jones & Associates
Jones & 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.
David Smyer - State Farm Insurance Agent
Welcome to the David Smyer State Farm Insurance Agency located at 1532 Kanawha Boulevard West in Charleston, West Virginia. As your State Farm Insurance Agent, I am here to provide you with the best insurance coverage for your needs. With over 18 years of combined insurance experience, my team and I are dedicated to building relationships with our customers and assisting those who are relocating to Kanawha County. We offer a wide range of insurance products including car insurance, home insurance, life insurance, health insurance, renters insurance, and more. Our office is focused on helping you protect what matters most to you and making your dreams a reality.
Hunter Insurance & Financial
Hunter 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.
Dean Jeffries - State Farm Insurance Agent
Dean Jeffries - State Farm Insurance Agent is a top insurance agency located at 85 Credes Landing in Elkview, West Virginia, serving the surrounding communities such as Clendenin and Charleston. Voted as the top insurance agency in Kanawha Valley for 5 consecutive years by the Charleston Gazette Mail, Dean Jeffries offers free quotes on auto, homeowners, life, renters, and business insurance to help you save money. They also provide valuable information on avoiding the dangers of drunk driving and driving safely in foggy conditions. As a State Farm agent, Dean Jeffries is dedicated to providing exceptional service to customers and helping them protect what matters most. By offering personalized insurance and financial services products tailored to each individual's unique needs, Dean Jeffries aims to help customers manage risks, recover from unexpected events, and achieve their financial goals. Additionally, Dean Jeffries is an active member of the local community, committed to being a trusted agent for all insurance needs.
Personal Finance Consultants
Personal Finance Consultants is a leading financial institution located at 3601 MacCorkle Avenue Southeast in Charleston, West Virginia, United States. As a trusted name in the finance industry, our team of expert consultants are dedicated to providing personalized financial advice and services to help individuals achieve their financial goals. From budgeting and saving to investment and retirement planning, we offer a wide range of services tailored to meet the unique needs of each client. Whether you are looking to build wealth, manage debt, or secure your financial future, Personal Finance Consultants is here to help you every step of the way. Contact us today to schedule a consultation and take control of your finances.
Cha-Tel Federal Credit Union
Cha-Tel Federal Credit Union is a trusted financial institution located at 1500 MacCorkle Avenue Southeast in Charleston, West Virginia. As a credit union, we are dedicated to providing personalized financial services to our members. Our mission is to help our members achieve their financial goals through a variety of banking products and services. Whether you need a loan, savings account, or assistance with your investments, our friendly and knowledgeable staff are here to help. Join us at Cha-Tel Federal Credit Union and experience the difference of banking with a community-focused institution.
CAMC Federal Credit Union
CAMC Federal Credit Union is a financial institution located at 3400 MacCorkle Avenue Southeast in Charleston, West Virginia. As a credit union, it offers a range of financial services such as savings accounts, loans, and online banking to its members. In addition, it also provides ATM services for convenient access to cash. With a focus on serving the needs of its members, CAMC Federal Credit Union is committed to providing excellent customer service and helping individuals achieve their financial goals.
Fifth Third Bank & ATM
Fifth Third Bank & ATM is a financial institution located at 700 Virginia Street East in Charleston, West Virginia. Offering a wide range of banking services including checking and savings accounts, loans, and investment options, Fifth Third Bank is committed to helping individuals and businesses achieve their financial goals. With convenient ATM access for quick and easy transactions, customers can rely on Fifth Third Bank for all their banking needs. Visit us today to experience top-notch customer service and expert financial guidance.
Chase Bank
Chase Bank is a leading financial institution located at 707 Virginia Street East in Charleston, West Virginia, United States. As a full-service bank, Chase offers a wide range of financial services including checking and savings accounts, loans, credit cards, and investment options. With convenient ATM locations available, customers can easily access their funds and manage their finances. Chase Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
Summit Community Bank
Summit Community Bank is a trusted financial institution located at 400 Washington Street East in Charleston, West Virginia, United States. As a full-service bank, Summit Community Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts through the bank's ATMs located at the branch. With a commitment to providing personalized service and innovative banking solutions, Summit Community Bank is dedicated to helping individuals and businesses achieve their financial goals.
Element Federal Credit Union
Element Federal Credit Union is a trusted financial institution located at 3418 MacCorkle Avenue Southeast in Charleston, West Virginia. As a credit union, we offer a wide range of financial services including banking, loans, and investment options. Our convenient ATM services make accessing your funds quick and easy. Join us at Element Federal Credit Union and experience personalized, community-focused banking that puts your financial well-being first.
Huntington Bank
Huntington Bank is a trusted financial institution located at 500 Lee Street East in Charleston, West Virginia, United States. As a full-service bank, Huntington Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. With convenient ATM locations, customers can easily access their accounts and manage their finances. With a commitment to providing excellent customer service and innovative financial solutions, Huntington Bank is a top choice for individuals and businesses looking for reliable banking services.
Liberty Tax
Liberty Tax is a finance institution located at 601 Delaware Avenue in Charleston, West Virginia, United States. They offer a range of financial services including tax preparation, accounting, and financial planning. With a team of experienced professionals, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you need assistance with filing your taxes or managing your investments, Liberty Tax is committed to providing personalized and reliable services to meet your financial needs.
United Bank
United Bank is a leading financial institution located at 500 Virginia Street East in Charleston, West Virginia. As a full-service bank, United Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a strong commitment to customer service and community involvement, United Bank is dedicated to helping customers achieve their financial goals and dreams. Whether you're looking for personal banking solutions, business banking services, or investment options, United Bank has the expertise and resources to help you succeed. Visit us today to experience the difference that United Bank can make in your financial life.
Montros Enterprises
Montros Enterprises is a leading financial institution located at 205 5th Avenue in South Charleston, West Virginia. We specialize in providing a wide range of financial services and solutions to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Montros Enterprises is here to help. Visit us today to learn more about how we can help you secure a strong financial future.
Vieplex, LLC
Vieplex, LLC is a professional cleaning and disinfection institution located at 2720 Pennsylvania Avenue, Charleston, West Virginia, United States. Our processes and systems are designed to provide consistent, high-quality service with a strong focus on safety. All of our employees are trained and certified in the latest pandemic cleanup and disinfection techniques to ensure a clean and healthy environment for your facility. In today's world, detailed disinfecting methods are essential to protect both guests and employees. We are committed to continuously improving our processes, investing in our employees, and building strong relationships with every business we serve.
The Woodrums Building
The Woodrums Building is a reputable real estate agency located at 602 Virginia Street East in Charleston, West Virginia. With a team of experienced and knowledgeable agents, they provide top-notch services to help clients buy, sell, or rent properties in the area. Whether you're looking for a new home, commercial space, or investment property, The Woodrums Building is committed to helping you find the perfect real estate solution. Their dedication to customer satisfaction and attention to detail make them a trusted choice for all your real estate needs in Charleston.
Highland Children's Unit
Highland Children's Unit is a specialized institution located at 300 56th Street Southeast in Charleston, West Virginia, United States. As an acute inpatient psychiatric hospital, Highland Hospital provides trauma-informed care and evidence-based practices for a wide variety of mental health conditions, resulting in better outcomes for patients. Our team of professionals offers the same level of care they would provide to their own family members. The institution offers a slideshow of pictures showcasing its beautiful facility and hosts various networking and educational events throughout the year. Highland Hospital is dedicated to helping individuals dealing with psychiatric symptoms or a mental health crisis in Charleston, WV, and surrounding communities. The institution provides effective treatment for adolescents, adults, and seniors experiencing acute behavioral health issues, often requiring short-term hospitalization. Highland Recovery Center specializes in detox services for alcohol and drug addiction in adults, while a residential trauma-based program is available for children and adolescents aged 10-14. The institution offers a structured, safe, and therapeutic environment with a multidisciplinary clinical team for patients aged 10 to 17. Highland Hospital's services are designed to provide intensive care for adults experiencing severe symptoms of mental illness or emotional distress. Treatment is available for anxiety disorders, bipolar disorder, dual diagnosis, depression, suicidal ideation, and more. The institution collaborates with behavioral health providers, medical professionals, first responders, and caseworkers to provide high-quality compassionate care in the community. Highland Hospital has been serving the Charleston, WV area for over 60 years, offering inpatient behavioral health treatment to adolescents and adults. The staff is highly trained and experienced to ensure unmatched services in the region. Patient satisfaction is a priority, and feedback is collected regularly to improve care quality. Highland Hospital is committed to improving the lives of children, adolescents, and adults by offering exceptional, personalized, evidence-based treatment for behavioral and mental health disorders. The institution encourages individuals to be invested partners in their care and offers no-cost confidential assessments with mental health professionals available 24/7.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is a leading insurance agency located in Charleston, West Virginia, United States. With a strong commitment to providing reliable and comprehensive insurance solutions, they offer a range of products to meet the individual needs of their clients. Whether you are looking for life insurance, retirement planning, or investment options, Western & Southern Life Insurance Company has the expertise and resources to help you secure your financial future. Their experienced team of professionals is dedicated to delivering exceptional customer service and personalized guidance to ensure that you have the coverage you need. Trust Western & Southern Life Insurance Company to protect what matters most to you.
New York Life Insurance Company
New York Life Insurance Company is a reputable insurance agency located at 13 Kanawha Boulevard West in Charleston, West Virginia, United States. With a long history of providing reliable and comprehensive insurance coverage, New York Life is committed to helping individuals and families protect their financial future. Their team of experienced agents is dedicated to offering personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Company is here to help you secure your assets and build a more secure future.
Kathi Huffman - State Farm Insurance Agent
Kathi Huffman - State Farm Insurance Agent is a trusted insurance agency located at 334 4th Avenue in South Charleston, West Virginia. Conveniently situated off D St, near the Library and across from the Fire Department, we offer free quotes on Auto Insurance, Fire Insurance, and Life Insurance in the state of West Virginia. Our team can provide valuable information on the benefits and drawbacks of metal roofs, as well as tips on home and car maintenance to protect your beloved pets. For your security, please refrain from sharing sensitive personal information online. If you encounter any difficulties with our website, please call (304) 746-5433 for assistance. Life Insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. The credit card issued by U.S. Bank National Association is licensed by Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from our banking and insurance services, and investing always carries some risk. Please consult a tax or legal advisor for personalized advice.
Elizabeth Carmichael - State Farm Insurance Agent
Welcome to Elizabeth Carmichael State Farm Insurance Agent! Located in Charleston, West Virginia, we proudly offer a variety of insurance options including Homeowners, Renters, Life, Auto, Motorcycle, Boat, and Condo Insurance. Our team, with over 40 years of combined experience, is dedicated to helping you find the right insurance plan to fit your needs and lifestyle. As your local State Farm Agent, we are committed to simplifying the insurance process for you. Whether you have questions about retirement plans, avoiding drunk driving, or handling hit and run accidents, we are here to help. Our trained and licensed team members are ready to assist you with any insurance needs you may have.
MATRIC
MATRIC, located at 1740 Union Carbide Drive in South Charleston, West Virginia, is a leading chemical and advanced systems technology company. With a focus on delivering solutions to complex problems from concept to commercialization, MATRIC's deep technical heritage and state-of-the-art facilities provide the talent and resources needed for chemical and energy companies to develop, improve, and scale chemical processes while minimizing costs and risks. Organizations in need of advanced systems or software development services can benefit from MATRIC's expertise in turning data into actionable knowledge, helping them better manage schedules and costs. With rapid access to a diverse range of expertise and technical resources, MATRIC offers powerful technology development methodologies to increase return on investment.
Merrill Lynch Financial Advisor James M Ball
Merrill Lynch Financial Advisor James M Ball is a reputable financial institution located at 500 Lee Street in Charleston, West Virginia, United States. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor James M Ball is committed to helping individuals and businesses make informed decisions about their investments and financial planning. Contact them today to learn more about how they can help you secure your financial future.
Freedom Financial
Freedom Financial is a trusted finance institution located at 405 Capitol Street in Charleston, West Virginia, United States. We specialize in providing personalized financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to offering tailored solutions to meet the unique needs of each client. Whether you are looking for assistance with investments, loans, or financial planning, Freedom Financial is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial freedom.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors in Charleston, West Virginia, United States, is a reputable finance institution that provides expert financial advice and services to individuals, businesses, and organizations. With a team of experienced and knowledgeable financial advisors, Morgan Stanley offers personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you need assistance with investment planning, retirement planning, wealth management, or any other financial need, Morgan Stanley Financial Advisors is dedicated to providing top-notch service and guidance. Trust in Morgan Stanley for all your financial planning needs.
Christopher Erlewine, CFP - Buckingham Strategic Wealth
Christopher Erlewine, CFP - Buckingham Strategic Wealth is a finance institution located at 101 Washington Street East, Suite 120 in Charleston, West Virginia, United States. Led by Christopher Erlewine, a Certified Financial Planner, the institution is dedicated to providing comprehensive financial planning services to help clients achieve their financial goals and create peace of mind. As a fiduciary and fee-only advisor, Christopher uses his decades of experience to create customized wealth management plans tailored to each client's unique situation. He is passionate about financial education and is actively involved in various community organizations, including serving on the board of directors for the Kanawha County Public Library and as an adjunct professor at the University of Charleston. With a focus on helping clients dedicate more time to what they are passionate about, Christopher is committed to guiding them on the right path towards a secure financial future.
Merrill Lynch Financial Advisor Joshua Cross
Merrill 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.
Triple Crown Wealth Management
Triple Crown Wealth Management is a leading finance institution located at 232 Capitol Street in Charleston, West Virginia, United States. With a focus on providing expert financial advice and personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Triple Crown Wealth Management is committed to providing tailored solutions to meet your unique needs. Trust us to guide you towards financial success and prosperity.
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