TOP 30 Personalized financial plans in Fairmont, West Virginia

34 results found

United Financial Center, LLC is a professional and independent insurance agency located at 16136 Appalachian Highway in Thomas, West Virginia. Specializing in personal and business insurance, as well as financial services, UFC is dedicated to providing high-quality service that exceeds clients' expectations. With a wide range of insurance and financial products, UFC ensures that clients are adequately covered at the best rates possible. Founded in 2011 by Zac, a West Virginian native and graduate of Fairmont State University, UFC is committed to serving fellow citizens and business owners in the area. Zac is passionate about helping clients make the best decisions for themselves, their families, or their businesses. Hunter, an Insurance Specialist at UFC, joined the team in 2016 and brings a wealth of knowledge and experience to the agency.

Fairmont Federal Credit Union is a trusted financial institution located at 1254 Pineview Drive in Morgantown, West Virginia. As a credit union, we provide a wide range of financial services including savings accounts, loans, and investment opportunities. Our convenient ATM services make accessing your funds easy and hassle-free. With a commitment to serving our members with integrity and professionalism, Fairmont Federal Credit Union is dedicated to helping you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that puts your needs first.

Edward Jones - Financial Advisor: Lex J Singleton is a finance institution located at 827 Fairmont Road in Morgantown, West Virginia, United States. As a financial advisor, Lex J Singleton provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can trust in the expertise and guidance offered by this institution. Whether clients are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Lex J Singleton is dedicated to helping individuals and families secure their financial well-being.

Mass Mutual Financial Group is a reputable finance and insurance agency located at 742 Fairmont Road in Westover, West Virginia. With a strong presence in the United States, Mass Mutual offers a wide range of financial services including retirement planning, investment management, and insurance products. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to protect your assets or grow your wealth, Mass Mutual Financial Group is committed to providing personalized solutions tailored to your individual needs.

Derek Nuzum, Financial Services Professional is an insurance agency located at 742 Fairmont Road in Morgantown, West Virginia, United States. With years of experience in the financial services industry, Derek Nuzum offers a wide range of insurance products and services to meet the individual needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning, Derek Nuzum is dedicated to providing personalized and professional service to help you secure your financial future. Contact Derek Nuzum, Financial Services Professional today to schedule a consultation and learn more about how they can help you protect what matters most.

The Fairmont State University Advising Center, located in Fairmont, West Virginia, is dedicated to providing comprehensive academic guidance and support to students. Our experienced advisors help students navigate their academic journey, providing assistance with course selection, degree planning, and career exploration. Whether you are a first-year student or nearing graduation, our advisors are here to help you reach your educational goals. Visit us at Fairmont State University for personalized guidance and support to help you succeed in your academic endeavors.

Edward Jones - Financial Advisor: Drew Rubenstein is a reputable finance institution located at 1000 Technology Drive in Fairmont, West Virginia, United States. Drew Rubenstein is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Drew Rubenstein is committed to helping individuals and families secure their financial futures.

Summit 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.

Edward Jones - Financial Advisor: John Flowers is a reputable finance institution located at 1000 Technology Drive in Fairmont, West Virginia, United States. With John Flowers at the helm, clients can expect personalized financial advice and expert guidance to help them achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust in John Flowers and the team at Edward Jones to help secure your financial future.

Edward Jones - Financial Advisor: Brian Kerekes, CFP® is a reputable financial institution located at 1000 Technology Drive in Fairmont, West Virginia, United States. As a Certified Financial Planner, Brian Kerekes provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is dedicated to providing personalized and comprehensive financial solutions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian Kerekes, CFP® is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Evan M Kliethermes is a trusted financial institution located at 1224 Country Club Road in Fairmont, West Virginia. Specializing in personalized financial planning and investment strategies, Evan M Kliethermes and his team are dedicated to helping clients reach their financial goals. With a focus on building long-term relationships and providing exceptional customer service, this institution is committed to guiding individuals towards a secure financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Evan M Kliethermes is here to help you every step of the way.

Edward Jones - Financial Advisor: Scott A Kinty is a reputable financial institution located in Fairmont, West Virginia. As a trusted financial advisor, Scott A Kinty provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Scott A Kinty is dedicated to helping individuals and families secure their financial future. Visit their office at 724 East Park Avenue to start planning for a better tomorrow.

Edward Jones - Financial Advisor: Tom Kliethermes is a trusted financial institution located at 419 Fairmont Avenue in Fairmont, West Virginia, United States. As a dedicated finance professional, Tom Kliethermes provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance in managing their investments and securing their financial future. Contact Tom Kliethermes today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Robert A Kozul, AAMS™ is a finance institution located at 419 Fairmont Avenue, Fairmont, West Virginia, United States. As a trusted financial advisor, Robert A Kozul, AAMS™ 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, Edward Jones is committed to helping individuals and families navigate the complex world of finance and investments. Contact Edward Jones - Financial Advisor: Robert A Kozul, AAMS™ today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Austin J Tucker is a reputable finance institution located at 1224 Country Club Road in Fairmont, West Virginia, United States. As a trusted financial advisor, Austin J Tucker provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Austin J Tucker is committed to providing top-notch financial guidance and support to individuals and families in the Fairmont area.

Edward Jones - Financial Advisor: Jason A Graser is a trusted financial institution located at 724 East Park Avenue in Fairmont, West Virginia. As a dedicated financial advisor, Jason A Graser provides personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jason A Graser and the team at Edward Jones are here to help you every step of the way. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz is a trusted financial institution located at 419 Fairmont Avenue in Fairmont, West Virginia, United States. Specializing in personalized financial planning and investment services, Mattie Kliethermes-Trefz is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Mattie Kliethermes-Trefz is committed to providing top-notch financial guidance and support.

Liberty Tax is a reputable finance institution located at 911 Country Club Road in Fairmont, West Virginia, United States. With a commitment to providing top-notch financial services and tax preparation assistance, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Their knowledgeable staff and convenient location make them a trusted resource for all your financial needs. Visit Liberty Tax today to experience their exceptional service and expertise.

A to Z Accounting, LLC is a reputable accounting and finance institution located at 3118 Fairmont Avenue in Fairmont, West Virginia, United States. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses. From bookkeeping and tax preparation to financial planning and consulting, we strive to provide our clients with top-notch services tailored to their specific needs. Trust A to Z Accounting, LLC for all your accounting and financial needs.

Scott Smith - State Farm Insurance Agent is a trusted insurance agency located at 401 West Main Street in Bridgeport, West Virginia. As a proud lifelong resident of West Virginia, Scott Smith offers a range of insurance services including auto and home insurance quotes, renters insurance quotes, life insurance plans for families, and business insurance for local businesses. In addition to insurance services, the agency also provides free notary public services. Scott Smith is a member of the Associated Businesses of Bridgeport and is dedicated to providing unmatched service to customers in Bridgeport, Morgantown, Fairmont, Charleston, and all points in between. The agency also offers valuable tips and resources for preventing animal collisions while driving, avoiding water damage, and saving on auto repair costs. Scott Smith and his team are committed to helping customers manage risks, recover from the unexpected, and achieve their dreams. Contact Scott Smith - State Farm Insurance Agent at (304) 842-6974 for assistance with insurance and financial services needs. Please note that State Farm entities do not provide tax or legal advice, so it is recommended to consult a tax or legal advisor for personalized advice.

The Law Office of Brent Cameron is a reputable legal institution located at 517 Fairmont Avenue in Fairmont, West Virginia. Specializing in providing expert legal services, this establishment offers professional representation and guidance in various legal matters. With a focus on integrity, dedication, and personalized attention, the team at the Law Office of Brent Cameron is committed to helping clients navigate the complexities of the legal system with ease. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the experienced lawyers at this institution are here to help. Contact them today for reliable and trustworthy legal services in Fairmont, West Virginia.

H&R Block is a trusted accounting and finance institution located at 719 Fairmont Avenue in Fairmont, West Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial guidance and assistance to help you achieve your financial goals. Visit us today to learn more about how we can help you with your financial needs.

Jenna Snyder is a reputable health institution specializing in physiotherapy services, located at 1509 Fairmont Avenue in Fairmont, West Virginia, United States. Our team of experienced physiotherapists is dedicated to providing personalized care and treatment plans to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With a focus on holistic healing and patient-centered approach, Jenna Snyder is committed to helping individuals achieve their health and wellness goals. Contact us today to schedule an appointment and start your journey to better health.

KBF Money Managing is a finance institution located at 1420 Parkside Drive in Fairmont, West Virginia, United States. Specializing in wealth building, investing, and budgeting, KBF Money Managing offers resources through Financial Freedom to help individuals improve their financial knowledge and achieve a brighter financial future. The institution offers tips on grocery shopping, credit card management, and more through their Vlog. Clients have praised Karen, the founder, for her coaching skills and ability to provide practical and helpful advice on personal finances. Attendees at seminars have found Karen's presentations to be informative, relatable, and full of useful resources for achieving financial success. Join KBF Money Managing on the journey to financial freedom and debt-free living today!

WesBanco Trust & Investment is a bank and finance institution located at 301 Adams Street, Fairmont, West Virginia, United States. Please note that Internet Explorer is no longer supported for online banking access. WesBanco offers online account opening services with electronic disclosures. With over $5.5 billion in assets under management, WesBanco Trust and Investment Services has been serving the wealth management needs of families and businesses for over a century. Their experienced professionals work with individuals, businesses, government entities, and charitable organizations to develop financial plans and achieve financial goals. WesBanco operates branches and offices in 8 states and is known for being a safe, sound, and profitable bank holding company. For more information on their services, including business loans, wealth management, personal checking, and investments, customers can contact WesBanco Trust & Investment for a confidential discussion. WesBanco Bank, Inc. is a Member FDIC and an Equal Housing Lender.

Noble Tax Services, LLC is a reputable accounting and finance institution located at 96 County Road 250/25 in Fairmont, West Virginia, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, Noble Tax Services, LLC is committed to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule an appointment and take control of your finances.

Burch Barbara F is an accounting and finance institution located at 3 Freeland Street in Fairmont, West Virginia, United States. With a focus on providing expert financial services, Burch Barbara F is dedicated to helping individuals and businesses manage their finances effectively. Their team of professionals offers a wide range of accounting services, including tax preparation, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help with your business accounting, Burch Barbara F is committed to providing top-notch service and expertise to help you achieve your financial goals.

Farcin H Allen CPA is a reputable accounting and finance institution located at 503 Morgantown Avenue in Fairmont, West Virginia, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their commitment to providing high-quality, personalized services has earned them a strong reputation in the community. Whether you need help with your personal finances or assistance with your business accounts, Farcin H Allen CPA is dedicated to helping you achieve your financial goals.

Bennett Gary K CPA is a reputable accounting and finance institution located at 317 Cleveland Avenue in Fairmont, West Virginia, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to providing personalized and efficient solutions to meet their clients' needs. Whether you are looking for assistance with tax filings or strategic financial planning, Bennett Gary K CPA is committed to helping you achieve your financial goals.

Cutright Professional Accounting is a reputable accounting firm located in Fairmont, West Virginia. With a focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients navigate the complexities of accounting and finance. From tax preparation and bookkeeping to financial planning and consulting, Cutright Professional Accounting offers a wide range of services tailored to meet the unique needs of each client. Visit us at 1543 Fairmont Avenue to learn more about how we can assist you with your financial needs.