Wealth planning in Fairmont, West Virginia
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United Financial Center, LLC
● OpenUnited 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.
16136 Appalachian Hwy, Thomas, WV 26292, United States -
Edward Jones - Financial Advisor: Lex J Singleton
● OpenEdward 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.
827 Fairmont Rd Suite 202, Morgantown, WV 26501, United States -
Mass Mutual Financial Group
● ClosedMass 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.
742 Fairmont Rd, Westover, WV 26501, United States -
Derek Nuzum, Financial Services Professional
● ClosedDerek 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.
742 Fairmont Rd # C, Morgantown, WV 26501, United States -
KBF Money Managing
● OpenKBF 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!
1420 Parkside Dr, Fairmont, WV 26554, United States -
Summit Financial Networks
● ClosedSummit 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.
1042 Morgantown Ave, Fairmont, WV 26554, United States -
Wes Banco Trust & Investment
● OpenWesBanco 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.
301 Adams St, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Brian Kerekes, CFP®
● ClosedEdward 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.
1000 Technology Dr Suite 1340, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Evan M Kliethermes
● OpenEdward 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.
1224 Country Club Rd Suite E, Fairmont, WV 26554, United States -
Edward Jones - Financial Advisor: Tom Kliethermes
● ClosedEdward 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.
419 Fairmont Ave Suite 2, Fairmont, WV 26554, United States
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