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TOP 30 Personal finance in Wheeling, WV
41 results found
Search for local businesses, places and services near you
Raymond James- Wheeling
Raymond James- Wheeling is a finance institution located at 1144 Market Street in Wheeling, West Virginia, United States. Our dedicated team of financial experts provides a wide range of services including investment planning, wealth management, retirement planning, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the world of finance with confidence and expertise.
Amy Maurer Notary
Amy Maurer Notary is a reputable finance institution located at 6 Webster Avenue in Wheeling, West Virginia, United States. Specializing in notarizing financial documents, Amy Maurer provides professional and reliable services to ensure all legal requirements are met. With years of experience in the industry, clients can trust Amy Maurer Notary to handle their important paperwork with precision and efficiency. Whether you need assistance with loan documents, real estate transactions, or other financial matters, Amy Maurer Notary is dedicated to providing top-notch service to meet your needs.
Thomas E McIntire & Associates, LC
Located at 82 1/2 14th Street in Wheeling, West Virginia, Thomas E McIntire & Associates, LC is a finance and law institution dedicated to providing high-quality legal guidance through bankruptcy cases. Whether you are seeking relief from overwhelming debt or facing foreclosure and creditor harassment, our Wheeling bankruptcy lawyer is committed to helping you achieve long-term financial debt relief. With nearly 30 years of experience, we offer personalized solutions for individuals pursuing Chapter 7 or Chapter 13 bankruptcy. Our founding attorney, Thomas E. McIntire, provides personal attention to each client and works towards a resolution tailored to their specific debt situation. From credit card debt to illegal actions by debt collectors, we are here to help you navigate the complexities of bankruptcy and consumer protection laws. Trust in our proven record of results and schedule a free case consultation with our Wheeling bankruptcy lawyer today by calling 304-313-4094. Let us help you regain your financial footing and find peace of mind amidst your debt problems.
Orrick
Orrick is a global law firm located at 2121 Main Street in Wheeling, West Virginia, United States. The firm operates its Global Operations & Innovation Center (GOIC) in Wheeling, which was the first global insourcing center within a major U.S. law firm when it opened in 2002. The GOIC is known for its innovative staffing, state-of-the-art technology, project management excellence, and global connectivity. The GOIC team at Orrick provides a wide range of services to more than 25 offices worldwide, including IT, knowledge management, lawyer development, human resources, finance, graphic design, marketing, and client intake. The center is home to full-time career associates who support various practices within the firm, bringing high quality and efficiency to client services such as due diligence, research, drafting, and Ediscovery.
OneMain Financial
OneMain Financial is a finance institution located at 1021 National Road in Wheeling, West Virginia, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit rebuilding. With a focus on providing personalized solutions to help individuals achieve their financial goals, OneMain Financial is dedicated to helping their customers navigate their financial journey with confidence and ease.
WesBanco Bank
WesBanco Bank is a trusted financial institution located at 1 Bank Plaza in Wheeling, West Virginia, United States. As a full-service bank, WesBanco offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing excellent customer service and innovative financial solutions, WesBanco is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking account, mortgage loan, investment services, or business banking solutions, WesBanco Bank is here to help you manage your finances with confidence and convenience.
WesMark Funds
WesMark Funds is a renowned finance institution located at 1 Bank Plaza in Wheeling, West Virginia, United States. With a strong reputation for excellence in financial services, WesMark Funds offers a wide range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to ensure the success of our clients' financial portfolios. Trust WesMark Funds to help you navigate the complexities of the financial world and secure a stable financial future.
McCoy Wealth Management LLC
McCoy Wealth Management LLC is a trusted finance and insurance agency located at 44 15th Street in Wheeling, West Virginia, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and integrity in wealth management. Whether you are looking for investment advice, retirement planning, or insurance coverage, McCoy Wealth Management LLC is here to support you every step of the way.
Howard Bertram - WesBanco Wealth Advisor
Howard Bertram - WesBanco Wealth Advisor is a finance institution located at 2207 National Road in Wheeling, West Virginia, United States. Please note that Internet Explorer is no longer supported, which may affect your access to Online Banking. By agreeing to receive electronic disclosures, you can access account agreements and other important information in a convenient format. WesBanco Securities, Inc. offers a variety of investment services and products to individuals and companies, with Michael Schneider serving as VP and Financial Advisor. To receive a complimentary financial plan, please provide information about your investable assets, household income, and most pressing financial need. WesBanco Securities, Inc. is a member of FINRA and SIPC, investing in nondeposit investment products. For more information about notices, fees, privacy, and security, visit the WesBanco website. WesBanco Bank, Inc. is a Member FDIC and Equal Housing Lender.
H. Voellinger - Prudential Financial
H. Voellinger - Prudential Financial is a trusted finance and insurance agency located at 21 Warden Run Road in Wheeling, West Virginia. With a strong reputation for providing reliable financial services and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, H. Voellinger - Prudential Financial is committed to delivering personalized solutions tailored to your specific needs. Visit us today to discover how we can help secure your financial future.
Rohrig Financial
Rohrig Financial is a reputable finance institution located at 1031 National Road in Wheeling, West Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rohrig Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
McKenzie Riedel Wealth Management
McKenzie Riedel Wealth Management is a finance institution located at 2001 Main Street, Wheeling, West Virginia, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. For parties residing outside of the U.S., this information is for informational purposes only and should not be construed as an offer to participate in any investment. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. It is recommended to review the third-party's policies and terms and conditions before providing any personal information.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 2001 Main Street in Wheeling, West Virginia, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized guidance and expert advice to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Fort Henry Capital
Fort Henry Capital is a reputable finance institution located at 48 14th Street in Wheeling, West Virginia, United States. Specializing in providing a wide range of financial services, Fort Henry Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, wealth management, or financial planning, Fort Henry Capital is committed to delivering top-notch service and expertise to help you succeed financially.
McKinley Carter Wealth Services
McKinley 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.
The Monteverde Group, LLC- Jason C. Haswell
The Monteverde Group, LLC- Jason C. Haswell is a finance institution located at 2001 Main Street in Wheeling, West Virginia, United States. With a focus on providing comprehensive financial services, the institution offers expert advice and personalized solutions to help clients achieve their financial goals. Led by Jason C. Haswell, the team at The Monteverde Group is dedicated to delivering top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment guidance, retirement planning, or estate planning, The Monteverde Group, LLC- Jason C. Haswell is committed to helping you secure a stable financial future.
Felton & Felton, CPAs
Felton & Felton, CPAs is an accounting and finance institution located at 1144 Market Street in Wheeling, West Virginia, United States. Our team of professionals is dedicated to providing top-notch services to help you manage your business effectively. From payroll processing to tax season assistance, we have you covered. We also offer expertise in optimizing the use of QuickBooks and managing cash flow. With our deep analysis and strategic guidance, we can help you make sound business decisions. Our online apps make it easy to do business with us, and we are committed to reducing the burden of running your business. Let us help you navigate the complexities of business debt, technology integration, and supply chain disruptions. Focus on the wellness of your business, body, and mind with our personalized, human-centric approach. Contact Felton & Felton, CPAs today to see how we can help your small business thrive.
Anthony & Associates
Anthony & Associates is a reputable accounting and finance institution located at 1144 Market Street in Wheeling, West Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, our dedicated team is here to help you achieve your financial goals. Trust Anthony & Associates to provide you with expert advice and personalized solutions to meet your unique financial needs.
Wiseman Hutzell & Co
Wiseman Hutzell & Co is a reputable accounting and finance institution located at 1025 Main Street in Wheeling, West Virginia, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business looking for financial guidance, Wiseman Hutzell & Co is dedicated to helping you achieve your goals.
Kozicki Hughes Tickerhoof, PLLC
Kozicki Hughes Tickerhoof, PLLC is a reputable accounting and finance firm located in Wheeling, West Virginia, United States. With years of experience and a team of skilled professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or auditing, Kozicki Hughes Tickerhoof, PLLC is committed to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to learn more about how they can help you achieve your financial goals.
Commonwealth Financial Services
Commonwealth Financial Services is a trusted finance institution located at 21 Warden Run Road in Wheeling, West Virginia, United States. With a commitment to providing personalized financial solutions, Commonwealth Financial Services offers a wide range of services including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn how we can help you navigate the complexities of the financial world with confidence and ease.
DeFranco Financial
DeFranco Financial is a leading finance institution located at 1320 National Road in Wheeling, West Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust DeFranco Financial to help you achieve your financial goals and secure your financial future.
Edward Jones - Financial Advisor: Daniel Young, CFP®
Edward Jones - Financial Advisor: Daniel Young, CFP® is a reputable finance institution located at 1078 East Bethlehem Boulevard in Wheeling, West Virginia, United States. As a Certified Financial Planner, Daniel Young provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones is dedicated to providing top-notch service and guidance to individuals seeking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Daniel Young and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence.
Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street, Wheeling, West Virginia, United States. Bernadette Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect her expertise in various areas of financial planning, asset management, retirement planning, estate planning, and more. She is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
Hazlett Burt & Watson Inc
Hazlett Burt & Watson Inc, located at 1300 Chapline Street in Wheeling, West Virginia, is a privately owned and independent finance institution that has been providing investment and financial planning solutions since 1883. Unlike large firms, Hazlett, Burt & Watson focuses on individual clients and their families, tailoring their services to meet specific needs such as investment management, income generation, retirement planning, and college tuition planning. Their experienced team values open communication and listens to clients' needs before utilizing research, analytical tools, and their own expertise to provide personalized solutions. With a commitment to empowering clients and helping them achieve their financial goals, Hazlett Burt & Watson is a trusted partner for individuals and families seeking financial stability and growth.
First Capital Financial Group - Ameriprise Financial Services, LLC
First Capital Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 1206 Chapline Street in Wheeling, West Virginia, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. The institution values privacy and security, with a focus on protecting client information. Clients can refer friends and family members to the institution for assistance with financial goals.
Anthony Investment Management
Anthony Investment Management is a reputable finance institution located at 2 22nd Street in Wheeling, West Virginia, United States. With a team of experienced professionals, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Anthony Investment Management provides personalized strategies tailored to your individual needs. Trustworthy and reliable, they are committed to delivering exceptional results and ensuring the financial success of their clients.
H&R Block
H&R Block is a trusted accounting and finance institution located at 18 Elm Crest Drive in Wheeling, West Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you need help with your personal finances or business finances, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to learn more about how we can assist you with all your accounting and finance needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 1219 Market Street in Wheeling, West Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to see how we can help you achieve your financial goals.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1213 Market Street in Wheeling, West Virginia, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option if you need money before your tax refund arrives, as the IRS can sometimes take weeks to send it. While Refund Advance is no longer available this year, we offered Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.
List of local businesses, places and services in West Virginia
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