Best Financial Advisors in Berkeley County, WV

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Berkeley County, WV Fiduciary Financial Advisors

John Everson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

4 out of 5

Location 1270 Winchester Ave, Martinsburg, WV 25405, USA
Phone (304) 263-4343
Aberegg Nicholas
Location 1012 Winchester Ave, Martinsburg, WV 25401, USA
Phone (304) 260-5871
Mission Financial Advisors
SEC File# 801-71206
CRD# 123608

5 out of 5

Location 1604 W King St, Martinsburg, WV 25401, USA
Phone (304) 263-3030
The Myrias Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1270 Winchester Ave, Martinsburg, WV 25405, USA
Phone (304) 263-4343
Gary Guell - Prudential Financial
Location 134 1/2 S Queen St, Martinsburg, WV 25402, USA
Phone (304) 260-9000
Dopson & Associates, PLLC

5 out of 5

Location 217 W Burke St, Martinsburg, WV 25401, USA
Phone (304) 264-0437
United Capital Shepherdstown
SEC File# 801-123434
CRD# 319087

5 out of 5

Location 8530 Shepherdstown Pike, Shepherdstown, WV 25443, USA
Phone (304) 876-2619
Lendmark Financial Services LLC

4 out of 5

Location 796 Foxcroft Ave Suite 105, Martinsburg, WV 25401, USA
Phone (304) 267-2058
Edward Jones - Financial Advisor: Jennifer Blackford Fountain
SEC File# 801-3297
CRD# 250
Location 112 E 3rd Ave, Ranson, WV 25438, USA
Phone (304) 885-0072
Hoxton Planning & Management
SEC File# 801-123434
CRD# 319087
Location 8530 Shepherdstown Pike, Shepherdstown, WV 25443, USA
Phone (304) 876-2619
Edward Jones - Financial Advisor: Whitney Pyles
SEC File# 801-3297
CRD# 250

5 out of 5

Location 167 Market St, Winchester, VA 22603, USA
Phone (540) 773-3502
Berkeley County Fiduciary Office

5 out of 5

Location 400 W Stephen St Suite 108, Martinsburg, WV 25401, USA
Phone (304) 267-3001
Amy Forman - Thrivent
Location 2809 Harpers Ferry Rd, Sharpsburg, MD 21782, USA
Phone (301) 799-5009
PGPresents, LLC
Location 230 Willis Dr, Shepherdstown, WV 25443, USA
Phone (877) 201-6162
Perfect Score Club, Inc

5 out of 5

Location 126 E Burke St, Martinsburg, WV 25401, USA
Phone (681) 369-8520
Edward Jones - Financial Advisor: Jordan P Liskey
SEC File# 801-3297
CRD# 250
Location 15 W Main St, Berryville, VA 22611, USA
Phone (540) 955-9015
Gerald Spessard - RBC Wealth Management Financial Advisor
Location 40 S Potomac St Suite 300, Hagerstown, MD 21740, USA
Phone (240) 313-4310
Bradley, Thomas & Matthew Close, CPAs PLLC

5 out of 5

Location 5462 Williamsport Pike, Martinsburg, WV 25404, USA
Phone (304) 820-1040
Edward Jones - Financial Advisor: James U Imoh
SEC File# 801-3297
CRD# 250

5 out of 5

Location 13 W Piccadilly St, Winchester, VA 22601, USA
Phone (540) 722-0767
Abe Walsh - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 817 Cedar Creek Grade, Winchester, VA 22601, USA
Phone (540) 722-0100
Martinsburg-Berkeley County Chamber of Commerce

5 out of 5

Location 198 Viking Way, Martinsburg, WV 25401, USA
Phone (304) 267-4841
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About Berkeley County, WV

Berkeley County is located in the Eastern Panhandle of West Virginia. The county seat is Martinsburg and the largest city is Shepherdstown. Other population centers include Inwood, Hedgesville, and Bunker Hill. The county has a total area of 604 square miles and a population of over 107,000. Major employers in the area include the Berkeley County School District, the City of Martinsburg, and the Berkeley Medical Center. Major highways and streets in the area include I-81, WV-9, and US-11. Prominent neighborhoods in the area include The Highlands, The Woods, and The Orchards.

Where Certified Financial Advisors in Berkeley County, WV Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Berkeley County, WV residents have a number of banking services available to them. Banks provide a variety of services such as savings and checking accounts, loans, mortgages, and credit cards. They also offer online banking, bill pay, and mobile banking which allow customers to conduct transactions from anywhere at any time. Berkeley County residents can find the best bank for their needs by comparing rates and services offered by different institutions.

Insurance Broker

Berkeley County, WV residents can benefit from the services of insurance brokers. These professionals can help people find the best policies for their needs and budgets. They can also provide advice on how to make sure that their coverage is adequate.

Retirement Planning

Berkeley County, WV residents have a lot of options when it comes to retirement planning. They can work with a financial advisor to create a plan that will best meet their needs. Financial advisors can help residents understand the different types of retirement plans available, and they can help residents choose the right plan for them. Advisors can also help residents stay on track with their retirement planning goals, and they can provide helpful advice and support during times of market volatility.

Wealth Management

Berkeley County, WV is one of the wealthiest counties in the United States. The county's median household income is $101,515 and its per capita income is $43,574. Despite this wealth, many Berkeley County residents are not taking advantage of available wealth management services. Wealth management can help residents protect their assets and grow their wealth. Residents who are interested in learning more about wealth management should contact a local financial advisor.

Estate Planning Lawyer

Estate planning lawyers can help Berkeley County, WV residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning lawyers can help you designate who will inherit your property and how they will be taken care of. In addition, estate planning lawyers can also help you set up guardianship for your children in the event that both parents die simultaneously.

Mortgage Loan Officer

Mortgage loan officers in Berkeley County, WV can help residents with a number of services related to home buying and mortgages. These services include helping residents find the best mortgage rates, helping them understand the terms of their mortgages, and helping them to avoid foreclosure. In addition, mortgage loan officers can also help residents refinance their mortgages or get new mortgages, depending on their needs.

Tax Services

Berkeley County, WV residents who are in need of tax assistance can find help from local tax accountants. These professionals can guide taxpayers through the complex process of filing their taxes, and they can also offer advice on how to reduce their taxable income. In addition, tax accountants may be able to help residents claim any available tax deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Berkeley County, WV