Best Financial Advisors in Jefferson County, WV

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List of Firms

Jefferson County, WV Fiduciary Financial Advisors

Epic Planning
Location 2809 Charles Town Rd, Martinsburg, WV 25405, USA
Phone (304) 702-6323
PGPresents, LLC
Location 230 Willis Dr, Shepherdstown, WV 25443, USA
Phone (877) 201-6162
Edward Jones - Financial Advisor: Tracy V Regalia, AAMS™|CRPC™
SEC File# 801-3297
CRD# 250
Location 59 Ruland Rd Ste D, Kearneysville, WV 25430, USA
Phone (304) 707-0103
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
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
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About Jefferson County, WV

Jefferson County is a county located in the U.S. state of West Virginia. As of the 2010 census, the population was 7,564. The county seat is Charles Town. Jefferson County is included in the Washington-Arlington-Alexandria, DC-VA-MD-WV Metropolitan Statistical Area. Some major landmarks in Jefferson County include Harpers Ferry National Historical Park, Jefferson Rock, and the John Brown House Museum. Top employers in the county include AES Corporation, Leidos, and Inova Health System. Major highways and streets in Jefferson County include Interstate 66 and U.S. Route 340. Some neighborhoods in Jefferson County include The Plains, Ranson, and Shepherdstown.

Where Certified Financial Advisors in Jefferson County, WV Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

The banking sector is one of the most important and critical industries in the world. It is through this industry that people save, borrow, and invest their money. In addition, banks play a vital role in the economy by helping to ensure the smooth functioning of financial markets. Banks have long been an important part of life in Jefferson County, WV. The county's first bank was chartered in 1836, and since then, many others have followed. Today, there are dozens of banks operating in Jefferson County, providing a wide range of services to residents. Services offered by banks vary from institution to institution. However, most banks offer some combination of savings accounts, checking accounts, certificates of deposit (CDs), mortgages, home equity loans, and car loans. Some banks also offer investment products such as mutual funds and annuities. And finally, many banks provide online banking and other electronic services which allow customers to conduct their banking business from anywhere they have internet access.

Insurance Broker

Insurance brokers can help Jefferson County, WV residents by providing them with information on the best insurance plans for their needs. They can also help residents file claims and navigate the complex insurance system. In addition, insurance brokers are often available to offer advice and support in times of need.

Retirement Planning

Financial advisors can help Jefferson County, WV residents with retirement planning by providing information on investment options and strategies. Advisors can also help retirees to develop a plan for withdrawing money from their retirement accounts, and to ensure that their investments are diversified enough to provide consistent income throughout their retirement years. In addition, advisors can assist retirees in choosing the right insurance policies to protect them against unexpected costs in retirement.

Wealth Management

The citizens of Jefferson County, WV have a lot to be proud of. Nestled in the Appalachian Mountains, this picturesque county is home to some of the most beautiful scenery in the country. But while the natural beauty is a major draw for residents and tourists alike, it also comes with a downside: The area is prone to severe weather conditions that can wreak havoc on homes and businesses. That's where wealth management comes in.

Estate Planning Lawyer

Estate planning lawyers can help Jefferson 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 attorneys can help individuals avoid probate and ensure that their heirs receive the property and money they inherit in a timely manner. In addition, estate planning attorneys can provide guidance on tax issues and help families plan for long-term care.

Mortgage Loan Officer

Mortgage loan officers can help Jefferson County, WV residents by providing them with information on the best mortgage products available to them. They can also assist residents in completing the necessary paperwork and submitting it to the appropriate authorities. In addition, mortgage loan officers can provide counseling services to help residents make the best financial decisions for their families.

Tax Services

Residents of Jefferson County, WV can benefit from the services of a tax accountant. A good tax accountant can help residents save money on their taxes and file their returns correctly. They can also provide helpful advice on how to invest money and plan for the future.


FAQs About Personal Financial Advisors in Jefferson County, WV