TOP 30 Best Personalized investment advice in West Virginia

OCPS Federal Credit Union Address: 280 Fulton St, Wheeling, WV 26003, United States

Main Street Bank Wellsburg, located at 1010 Commerce St, Wellsburg, WV 26070, is your trusted local financial institution dedicated to serving the community with a full range of banking and financial services. As a reliable bank, we offer personal and business banking solutions, including savings and checking accounts, loans, mortgages, and investment services. Our convenient ATM services ensure you have access to your funds whenever you need them. At Main Street Bank Wellsburg, we pride ourselves on providing exceptional customer service and personalized financial advice to help you achieve your financial goals. Visit us today to experience the difference of a community-focused bank.

Community Bank, located at 1701 Warwood Ave, Wheeling, WV 26003, is a trusted financial institution dedicated to serving the needs of the local community. With a strong commitment to customer service, Community Bank offers a comprehensive range of financial services, including personal and business banking, loans, mortgages, and investment solutions. Our team of experienced professionals is here to provide personalized financial advice and support, helping you to achieve your financial goals. Whether you're looking to open a new account, secure a loan, or plan for your financial future, Community Bank is your reliable partner in navigating the world of finance. Visit us today and experience the friendly, community-focused approach that sets us apart.

WesBanco Bank, located at 9 Commerce Dr, Westover, WV 26505, is a trusted financial institution dedicated to serving the community with a comprehensive range of banking and financial services. Known for its customer-centric approach, WesBanco Bank offers a variety of personal and business banking solutions, including checking and savings accounts, loans, mortgages, and investment services. With a focus on building lasting relationships, their team of experienced professionals is committed to helping clients achieve their financial goals through personalized advice and tailored financial products. Whether you're looking to manage your daily banking needs or plan for a secure financial future, WesBanco Bank in Westover is your reliable partner for all your financial endeavors.

United Bank is a reputable financial institution located at 2889 3rd Avenue in Huntington, West Virginia, United States. As a full-service bank, United Bank offers a wide range of financial services to meet the needs of individuals, businesses, and communities. With a commitment to providing personalized and innovative banking solutions, United Bank is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking account, mortgage loan, or investment advice, United Bank is here to assist you every step of the way. Visit us today to experience exceptional customer service and expert financial guidance.

United Bank is a trusted financial institution located at 1200 Grosscup Avenue in Dunbar, West Virginia. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for a checking account, mortgage loan, or investment advice, United Bank is here to help. Visit us today to experience the convenience and reliability of banking with United Bank.

Marshall County Federal Credit Union, located at 910 Third St, Moundsville, WV 26041, is a trusted financial institution dedicated to serving the community of Moundsville and the surrounding areas. As a member-focused credit union, we pride ourselves on offering personalized financial services designed to meet the unique needs of our members. Our range of services includes savings and checking accounts, loans, mortgages, and investment opportunities, all structured to provide you with financial stability and growth. At Marshall County Federal Credit Union, we prioritize exceptional customer service, competitive rates, and a secure banking experience. Our knowledgeable and friendly staff are always ready to assist you with your financial planning and help you achieve your financial goals.

Welcome 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.

Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™ is a trusted financial institution located at 3280 University Avenue in Morgantown, West Virginia, United States. With a team of highly qualified professionals led by Brian C Kurcaba, who holds prestigious certifications such as CFP®, ChFC®, CRPC™, and CRPS™, this institution offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, Edward Jones is committed to providing expert guidance and tailored solutions to meet your individual needs. Trust Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™ to help you navigate the complexities of the financial world and build a secure financial future.

Edward Jones - Financial Advisor: Matt McLaughlin is a reputable financial institution located at 1427 Earl L Core Road in Morgantown, West Virginia, United States. As a trusted advisor, Matt McLaughlin provides personalized financial solutions to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones is committed to providing top-notch financial services to individuals and businesses in the Morgantown area. Contact Matt McLaughlin today to learn more about how Edward Jones can help secure your financial future.

APUS - Finance Center is a leading financial institution located at 393 North Lawrence Street in Charles Town, West Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, wealth management, insurance solutions, and retirement planning. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today for expert financial advice and personalized service.

Heather's Haven WV is a premier real estate and travel agency located at 314 Riverside Drive in Fairmont, West Virginia. Our dedicated team of professionals is committed to providing top-notch services for all your real estate and travel needs. Whether you are looking to buy or sell a property, or plan your next vacation, Heather's Haven WV is here to help. With a focus on personalized service and attention to detail, we strive to make your experience smooth and enjoyable. Visit us today and let us help you find your dream home or plan the perfect getaway.

C R Hart Co is an established accounting and finance institution located at 2525 East Main Street in Bridgeport, West Virginia, United States. With a reputation for excellence in financial services, they provide expert advice and assistance to individuals and businesses alike. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Whether you are looking to maximize your tax savings or grow your wealth, C R Hart Co is dedicated to helping you achieve your financial goals.

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.

Clear Mountain Bank, located at 160 Morgantown Street in Bruceton Mills, West Virginia, has been voted as the Best Bank in Morgantown for the 10th year in a row. As a community-focused bank, we offer tailored business banking services to help local businesses grow and thrive. With branches throughout North Central West Virginia and Western Maryland, we provide easy access and convenience with extended hours through video tellers. Our services include opening checking accounts, applying for mortgage loans, and exploring options for business bank accounts. We also offer commercial lending services for businesses and private banking services for individuals. Our team is dedicated to serving both personal and business financial needs within the community.

United Bank is a reputable financial institution located at 7699 Winchester Avenue in Inwood, West Virginia, United States. As a full-service bank, United Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a strong commitment to customer service and community involvement, United Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit United Bank today to experience personalized and professional banking services.

Summit Community Bank is a trusted financial institution located at 660 Central Avenue in Barboursville, West Virginia, United States. As a full-service bank, Summit Community Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you need to deposit funds, withdraw cash, or manage your finances, Summit Community Bank's convenient location and friendly staff are here to assist you. With a commitment to providing personalized service and competitive rates, Summit Community Bank is your go-to destination for all your banking needs.

Edward Jones - Financial Advisor: Jason K Gruse, AAMS™|CRPC™ is a reputable financial institution located in Charleston, West Virginia. Specializing in providing personalized financial planning and investment services, Jason K Gruse holds the designations of Accredited Asset Management Specialist (AAMS™) and Chartered Retirement Planning Counselor (CRPC™), ensuring clients receive expert advice and guidance. Whether you are looking to build wealth, plan for retirement, or achieve other financial goals, Edward Jones - Financial Advisor: Jason K Gruse is dedicated to helping you make informed decisions and secure your financial future. Visit their office at 5707 MacCorkle Avenue Southeast to start planning for a better tomorrow.

First United Bank & Trust is a locally owned institution located at 651 Suncrest Towne Centre Drive in Morgantown, West Virginia. Our team of professionals is dedicated to providing personalized financial solutions to meet your needs. With two drive-up banking lanes and convenient hours, we are here to assist you with your personal or business financial goals. Our innovative approach includes a universal banker system and self-serve digital tools, making banking easier for you. Whether you prefer in-person assistance or online banking, we have the resources to help you manage your finances efficiently. Serving Monongalia County, Harrison County, and surrounding areas in West Virginia, we are committed to being your trusted financial partner.

First Choice America Community Federal Credit Union, located at 3501 Main St, Weirton, WV 26062, is a trusted and community-focused financial institution dedicated to providing a comprehensive range of financial services. As a member-owned credit union, it offers a variety of banking solutions including savings and checking accounts, loans, mortgages, and investment services tailored to meet the needs of its members. In addition to its full-service banking options, First Choice America Community Federal Credit Union also features convenient ATM services for quick and easy access to cash and account management. With a strong commitment to customer satisfaction, the credit union prides itself on delivering personalized financial advice and support, ensuring that each member receives the best possible service.

United Bank is a trusted financial institution located at 101 East Main Street in Glenville, West Virginia. As a full-service bank, we offer a wide range of financial products and services to meet the needs of individuals, businesses, and communities. Our dedicated team of professionals is committed to providing personalized and innovative solutions to help our customers achieve their financial goals. Whether you need a checking account, a loan, or investment advice, United Bank is here to help you every step of the way. Visit us today and experience the difference of banking with United Bank.

Truist, 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:

First Choice America Community Credit Union, located at 300 Carolina Ave, Chester, WV 26034, is a trusted financial institution dedicated to serving the local community. Specializing in a wide range of financial services, this credit union provides convenient ATM access for quick and easy transactions. As a member-focused organization, First Choice America Community CU offers a variety of financial products including savings and checking accounts, loans, and investment options. With a commitment to personalized service and financial education, the credit union aims to help members achieve their financial goals and secure a prosperous future. Whether you need everyday banking services or financial advice, First Choice America Community CU is your reliable partner in finance.

Valput Properties is a reputable real estate agency located at 2011 Warwood Avenue in Wheeling, West Virginia. With a team of experienced agents, we specialize in helping clients buy, sell, and rent residential and commercial properties in the area. Our dedication to providing exceptional customer service and personalized guidance sets us apart from other agencies. Whether you are a first-time homebuyer or a seasoned investor, Valput Properties is committed to helping you achieve your real estate goals. Contact us today to learn more about our services and how we can assist you in finding the perfect property.

Fluharty & Townsend is a reputable law firm located at 417 Grand Park Drive in Parkersburg, West Virginia. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the United States. With a commitment to excellence and personalized service, Fluharty & Townsend is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

Trinity Financial Group is a reputable finance and insurance agency located at 1401 Buckhannon Pike in Nutter Fort, West Virginia, United States. With a team of experienced professionals, Trinity Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance coverage, and wealth management. Clients can trust Trinity Financial Group to provide personalized solutions to help them achieve their financial goals and secure their future. Visit Trinity Financial Group today for expert financial advice and reliable insurance options.

Lendmark Financial Services LLC is a reputable financial institution located at 506 Emily Drive in Clarksburg, West Virginia, United States. Specializing in finance, Lendmark offers a range of financial services to help individuals and businesses achieve their financial goals. With a team of knowledgeable professionals, Lendmark provides personalized solutions and exceptional customer service to ensure a positive experience for all clients. Whether you are looking for a loan, investment advice, or other financial services, Lendmark Financial Services LLC is dedicated to helping you succeed.

Clark Swepston - Prudential Financial is a reputable finance and insurance agency located at 108 Locust Street in Beckley, West Virginia, United States. With a strong commitment to providing top-notch financial services and insurance solutions, the institution aims to help individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Clark Swepston - Prudential Financial offers personalized services tailored to meet your specific needs. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones is a well-established finance institution located at 5992 U.S. 60 in Barboursville, West Virginia. With a strong presence in the United States, Edward Jones offers a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to help clients navigate the complexities of investing, retirement planning, and wealth management. Edward Jones is committed to building long-term relationships with their clients and helping them secure their financial future.

Merrill 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.