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TOP 30 Wealth management strategies in West Virginia
123 results found
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Merrill Lynch Financial Advisor Jeffrey H Velepec
"Merrill Lynch Financial Advisor Jeffrey H Velepec is a trusted institution located at 500 Lee Street, Charleston, West Virginia, United States. Velepec Gibson and Associates, the team behind the institution, values teamwork and involvement to deliver top-notch financial advice and guidance to their clients. They believe in building strong relationships and providing access to global investment capabilities through Merrill and banking convenience through Bank of America. As Merrill financial advisors, they prioritize their clients' financial goals and offer personalized financial planning approaches tailored to their risk tolerance, time horizon, and personal and professional financial goals. They work closely with clients to develop and adjust plans over time to ensure progress towards their goals.
Huntington Investment Co
Huntington Investment Co is a finance institution located in Charleston, West Virginia, United States. With over 100 years of experience, our team of Huntington Advisors are dedicated to helping clients achieve their financial goals, whether it's retirement savings, insurance concerns, tax strategies, or investment planning. Our personalized approach ensures that your unique needs are understood and addressed, with transparency and expertise. From developing clear objectives to providing tailored financial plans, our advisors put your interests first. We offer a range of services including wealth management, investment strategies, insurance solutions, and more. With access to specialists in various financial areas, we can help you navigate major life events and grow your wealth. Trust Huntington Investment Co to help you secure your financial future.
Merrill Lynch Financial Advisor Trip Shumate
Merrill Lynch Financial Advisor Trip Shumate, located at 500 Lee Street in Charleston, West Virginia, offers personalized financial advice and guidance to help clients develop a customized financial strategy. With nearly 30 years of experience in the newspaper business, venture capital, and public accounting, Trip Shumate has a deep understanding of the financial challenges facing small business owners. As an entrepreneur within a large company, Trip creates a client-centered practice with access to the extensive resources of a respected financial services firm. At Merrill Lynch Wealth Management, Trip and his team focus on building strong client relationships based on trust and personalized service. They utilize the Merrill Personal Wealth Analysis™ to create a personalized plan centered on each client's goals and aspirations. By listening to clients' needs and priorities, Trip helps them navigate through life's transitions and financial challenges.
Joel McDavid - Morgan Stanley
Joel 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.
Merrill Lynch Financial Advisor J B Willis
Merrill Lynch Financial Advisor J B Willis is a trusted institution located at 500 Lee Street in Charleston, West Virginia, United States. With over 30 years of experience in finance, JB Willis is dedicated to building strong relationships with his clients and helping them make important financial decisions. He works with clients to develop personalized wealth management strategies, from investment selection to business ownership transfer. JB's passion for his work is evident in his commitment to providing personalized service and guidance to his clients. As a graduate of Marshall University with a B.S. in Marketing and Finance, JB has a strong background in the industry. He now works with third-generation clients, a testament to the long-term relationships he has built over the years. With access to the global resources of Merrill, JB's team is comprised of talented individuals focused on building trust and providing personalized service to clients.
Edward Jones - Financial Advisor: Joseph M Stoltzfus
Edward 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.
Gorrell - Molessa Financial Services
Gorrell - Molessa Financial Services is a trusted finance and insurance agency located at 2519 Ohio Avenue in Parkersburg, West Virginia. With a commitment to providing personalized financial solutions and top-notch insurance products, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Visit us today to learn more about our comprehensive services and how we can help secure your financial future.
Edward Jones
Edward Jones is a well-established financial institution located at 505 27th Street in Vienna, West Virginia, United States. Known for its personalized approach to financial planning and investment services, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of services including retirement planning, wealth management, and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or simply secure your financial future, Edward Jones is committed to providing expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Brian Kerekes, CFP®
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.
Ben Hall - Financial Advisor, Ameriprise Financial Services, LLC
Ben Hall - Financial Advisor at Ameriprise Financial Services, LLC, located at 170 Thompson Drive in Bridgeport, West Virginia, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Ben Hall provides investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial plan is adjusted as needed to accommodate life changes. Access your accounts and track your progress towards your goals securely from any device. Schedule a complimentary initial consultation to learn more about how Ben Hall can assist you in reaching your financial goals. As a registered advisor, Ben Hall is authorized to conduct securities business in certain states. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of financial services to help you secure your financial future.
Ben Hall - Ameriprise Financial Services, LLC
Ben Hall - Ameriprise Financial Services, LLC is a finance institution located at 117 South 4th Street, Clarksburg, West Virginia, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients receive regular meetings to review progress and update strategies as life changes. Access to investments and accounts is available anytime, anywhere. The institution provides a complimentary initial consultation to get started. Ben Hall can only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. They focus on what is most important to each client and strive to help them achieve their financial goals. Member of FINRA and SIPC, clients can trust in the security and privacy measures in place.
David Patterson - Financial Advisor, Ameriprise Financial Services, LLC
David Patterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 170 Thompson Drive in Bridgeport, West Virginia, United States. David holds multiple certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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®. David is dedicated to providing expert financial advice and wealth management services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and risk management, David is committed to helping clients achieve their financial goals and secure their financial future. Contact David Patterson today for personalized financial guidance and planning.
Edward Jones - Financial Advisor: Caleb Durst
Edward Jones - Financial Advisor: Caleb Durst is a reputable finance institution located at 905 Washington Street in Ravenswood, West Virginia, United States. Caleb Durst is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Caleb Durst can provide personalized advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Caleb Durst is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Lisa L Cain, CRPC™
Edward Jones - Financial Advisor: Lisa L Cain, CRPC™ is a reputable financial institution located at 211 South Kanawha Street in Buckhannon, West Virginia. As a Certified Retirement Planning Counselor, Lisa L Cain is dedicated to providing personalized financial advice and 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: Lisa L Cain offers a wide range of financial services including retirement planning, investment management, and wealth preservation strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Lisa L Cain and her team are committed to helping you navigate the complexities of the financial world with confidence.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 421 Main Street in Point Pleasant, West Virginia, United States. With a strong focus on providing personalized financial services to clients, they offer a wide range of investment options and wealth management solutions. Their team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Jeanette Perry
Edward Jones - Financial Advisor: Jeanette Perry is a trusted financial institution located at 5992 U.S. Route 60 East in Barboursville, West Virginia. Specializing in finance, Jeanette Perry provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and a commitment to integrity, Edward Jones - Financial Advisor: Jeanette Perry is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Contact Jeanette Perry today to start building a secure financial future.
John Bane - Financial Advisor, Ameriprise Financial Services, LLC
John Bane is a Financial Advisor at Ameriprise Financial Services, LLC located at 101 Washington Street East, Charleston, West Virginia, United States. John Bane holds multiple certifications including 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate John Bane's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. John Bane is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professional development, John Bane is committed to helping clients achieve their financial goals and secure their financial future.
Greg Bumgarner - Financial Advisor, Ameriprise Financial Services, LLC
Greg Bumgarner, a Financial Advisor at Ameriprise Financial Services, LLC located at 330 Association Drive in Charleston, West Virginia, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular reviews and updates, Greg helps you track your progress towards achieving your financial objectives. You can access your investments and accounts securely from any device and receive guidance on retirement planning, market trends, and potential challenges that may impact your income in retirement. Schedule a complimentary initial consultation to explore how Greg can assist you in securing a more confident financial future. Please note that investment products involve risks and are not insured by federal agencies. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Greg Bumgarner is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Reach out to Greg to discuss your financial priorities and refer friends or family members to help them achieve their financial goals.
Merrill Lynch Financial Advisor Lyle Smith
Merrill Lynch Financial Advisor Lyle Smith is a prestigious finance institution located at 500 Lee Street, Charleston, West Virginia, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to providing exemplary client service, supported by the global resources of the company. The advisors focus on building strong client relationships based on trust and personalized service, tailored to individual goals and priorities. Through the Investment Personality Assessment, Merrill aims to understand clients better and customize financial approaches to help them pursue meaningful goals. The institution offers wealth management plans, investment insights, trust services, and banking convenience through Bank of America. The advisors at Merrill Lynch work with clients to develop personalized plans that address their needs and goals, ensuring they stay on track regardless of market fluctuations. The institution also provides the latest investment insights, tips, and strategies to help clients achieve their financial objectives. Merrill Lynch Financial Advisor Lyle Smith is committed to putting clients first and providing comprehensive financial solutions to help them live their best financial life.
Merrill Lynch Financial Advisor Jamie O'Connor
Merrill 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.
Merrill Lynch Financial Advisor Les O'Connor Jr
Merrill 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.
Edward Jones - Financial Advisor: Richard E Hampton
Edward Jones - Financial Advisor: Richard E Hampton is a trusted financial institution located at 322 South Eisenhower Drive in Beckley, West Virginia, United States. As a dedicated finance professional, Richard E Hampton offers personalized financial advice and 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 providing top-notch financial guidance and support to individuals and families in the Beckley area. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Richard E Hampton and the team at Edward Jones are here to help you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Wayne Rhodes
Edward Jones - Financial Advisor: Wayne Rhodes is a reputable financial institution located at 269 Market Road in Beckley, West Virginia, United States. As a trusted financial advisor, Wayne Rhodes offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Wayne Rhodes provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Edward Jones - Financial Advisor: Wayne Rhodes is dedicated to helping you secure a sound financial future.
Four D's Investment, LLC
Four D's Investment, LLC is a reputable real estate agency located at 513 Charleston Road in Spencer, West Virginia. Specializing in buying, selling, and managing properties, our team of experienced professionals is dedicated to providing top-notch service to our clients. Whether you are looking to invest in a new property or sell your current one, Four D's Investment, LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.
Bank of Cairo
The Bank of Cairo is a historic institution located at 4194 Main Street in Cairo, West Virginia, United States. Originally established in the early 1900s, this building has been beautifully preserved and now serves as a popular tourist attraction. Visitors can admire the architectural details of the bank's exterior and step inside to explore its interior, which still features original fixtures and furnishings from a bygone era. Whether you're a history buff, architecture enthusiast, or simply looking for a unique stop on your travels, the Bank of Cairo is a must-see destination in this charming small town.
First Financial Partners
First Financial Partners is a premier financial services firm located at 3660 Pennsylvania Avenue, Weirton, West Virginia 26062, United States. Specializing in a comprehensive range of financial solutions, First Financial Partners is dedicated to helping individuals, families, and businesses achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, the firm offers personalized financial planning, investment management, retirement planning, insurance services, and tax strategies. Their client-centric approach ensures tailored advice and strategies that align with each client's unique financial situation and objectives.
Smart Retirement
Welcome to Smart Retirement, your trusted partner in comprehensive financial planning located at 3660 Pennsylvania Avenue, Weirton, West Virginia 26062, United States. As a leading finance business, our mission is to help you optimize your net worth by taking a holistic approach to your financial health, encompassing both assets and liabilities. At Smart Retirement, we understand that true wealth management goes beyond just focusing on your assets. Our dedicated team of financial professionals is committed to helping you effectively manage both your assets and liabilities, ensuring you can maximize your wealth potential and achieve your retirement goals.
Security National Trust Co
Since its establishment in 2000, Security National Trust Co. has been a nationally chartered, full-service trust company dedicated to offering top-tier financial services in Wheeling, WV. Privately owned and independent, Security National serves as a "central office" for families, while also catering to many individual clients with a wide range of needs.
Wealthrise Capital
Welcome to Wealthrise Capital, your trusted partner in financial growth and stability, located at 100 Trescott Lane, Morgantown, WV 26505, United States. Specializing in comprehensive financial services, Wealthrise Capital is dedicated to helping individuals, families, and businesses achieve their financial goals through expert advice and personalized strategies. At Wealthrise Capital, we understand that each client’s financial situation is unique. Our team of experienced financial advisors is committed to providing tailored solutions that encompass investment management, retirement planning, wealth preservation, and estate planning. Whether you’re planning for your child’s education, preparing for retirement, or looking to grow your investments, we offer a range of services designed to meet your specific needs and objectives.
Royal Alliance Associates Inc
Royal Alliance Associates Inc, located at 200 Ivy Ln, Weirton, WV 26062, is a premier financial services firm dedicated to providing personalized, comprehensive financial solutions to individuals and businesses. Specializing in a wide range of financial services including investment management, retirement planning, estate planning, and insurance, Royal Alliance Associates Inc prides itself on its client-focused approach. With a team of experienced financial advisors, the firm is committed to helping clients achieve their financial goals through strategic planning and informed decision-making. Whether you are looking to grow your wealth, secure your financial future, or navigate complex financial landscapes, Royal Alliance Associates Inc offers expert guidance and tailored strategies to meet your unique needs. Visit us in Weirton, WV, and discover how we can help you achieve financial success.
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