Best Financial Advisors in Parkersburg, WV

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Parkersburg, WV Fiduciary Financial Advisors

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Bennon & Thorpe LLC
5 out of 5
Location 2100 Dudley Ave, Parkersburg, WV 26101, USA
Phone (304) 485-1260
Directions
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Ameriprise Financial Services, Inc.
Location 3501 Emerson Ave, Parkersburg, WV 26104, USA
Phone (800) 297-4575
Directions
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Hall Financial Advisors
5 out of 5
Location 1101 Rosemar Rd, Parkersburg, WV 26105, USA
Phone (304) 865-4442
Directions
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Mountain State Financial Advisors - Ameriprise Financial Services, LLC
4 out of 5
Location 3001 Murdoch Ave, Parkersburg, WV 26101, USA
Phone (304) 485-7005
Directions
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Rohr Capital Management
3 out of 5
Location 2801 Dudley Ave STE B, Parkersburg, WV 26101, USA
Phone (304) 893-9599
Directions
Financial Advisors in Parkersburg, WV

Where Certified Financial Advisors in Parkersburg, WV Serve

Parkersburg, WV is a vibrant city with a rich history and a bustling economy. The city is home to several landmarks that are worth visiting, including the Blennerhassett Island Historical State Park, which offers a glimpse into the life of a wealthy 19th-century family. Another must-see attraction is the Parkersburg Floodwall Murals, which depict the city's history and culture. Top employers in Parkersburg include DuPont, West Virginia University at Parkersburg, and Camden Clark Medical Center. The city is also home to several other major employers, including Hino Motors, Simonton Windows, and Woodcraft Supply. When it comes to transportation, Parkersburg is well-connected to the rest of the state and beyond. Major highways in the area include Interstate 77, U.S. Route 50, and West Virginia Route 68. Some of the city's busiest streets include Market Street, Murdoch Avenue, and Division Street.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Parkersburg, WV could benefit greatly from the guidance of a financial advisor. With a median household income of $38,000 and a poverty rate of 22%, many individuals in the area may struggle to manage their finances effectively. A financial advisor can help residents create a budget, set financial goals, and develop a plan to achieve those goals. They can also provide guidance on investing, retirement planning, and debt management. Additionally, with the recent closure of several major employers in the area, a financial advisor can help residents navigate the job market and make informed decisions about their career paths. Overall, a financial advisor can provide invaluable support to residents of Parkersburg as they strive to achieve financial stability and security.

Insurance Broker

Residents of Parkersburg, WV can benefit greatly from the assistance of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find the coverage that best suits their needs and budget. In a city like Parkersburg, where severe weather events such as flooding and tornadoes are common, an insurance broker can help residents understand their options for protecting their homes and belongings. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a state like West Virginia where healthcare costs can be high. Overall, an insurance broker can provide valuable guidance and support to Parkersburg residents as they make important decisions about their insurance coverage.

Retirement Planning

Residents of Parkersburg, WV would greatly benefit from the services of a retirement planner. With a population of over 30,000, many individuals in the area are approaching retirement age and may need guidance on how to financially prepare for this next phase of life. A retirement planner can assist with creating a personalized retirement plan that takes into account factors such as social security benefits, pension plans, and investments. Additionally, with Parkersburg being located in a state that is known for its harsh winters, a retirement planner can help residents prepare for unexpected expenses related to home maintenance and healthcare costs during the colder months. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Parkersburg as they navigate the complexities of retirement planning.

Wealth Management

Residents of Parkersburg, WV can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice based on the unique financial goals and needs of each individual. This is especially important in Parkersburg, where the economy is heavily reliant on the manufacturing and healthcare industries. A wealth manager can help residents navigate the ups and downs of these industries and create a diversified investment portfolio that can weather any economic storm. Additionally, a wealth manager can help residents plan for retirement, save for their children's education, and protect their assets through estate planning and insurance strategies. Overall, a wealth manager can provide valuable guidance and support to residents of Parkersburg, helping them achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Parkersburg, WV can benefit greatly from the expertise of a mortgage loan officer. One specific way that a loan officer can help is by guiding residents through the unique housing market of Parkersburg. As a small city in West Virginia, Parkersburg has its own set of challenges and opportunities when it comes to buying or refinancing a home. A knowledgeable loan officer can help residents navigate the local real estate market and find the best loan products for their specific needs. Additionally, a loan officer can help residents understand the various government programs available to them, such as the West Virginia Housing Development Fund, which provides affordable financing options for first-time homebuyers in the state. With the help of a mortgage loan officer, residents of Parkersburg can make informed decisions about their home financing and achieve their dreams of homeownership.

Tax Services

Residents of Parkersburg, WV could benefit from the assistance of a tax advisor in a variety of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that apply to the state of West Virginia. Additionally, a tax advisor could help residents identify tax deductions and credits that they may be eligible for, such as the West Virginia Homestead Exemption or the Earned Income Tax Credit. Another way that a tax advisor could assist Parkersburg residents is by helping them prepare and file their tax returns accurately and on time, which can help them avoid penalties and interest charges. Overall, a tax advisor can provide valuable guidance and support to residents of Parkersburg, WV, helping them make informed decisions about their finances and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Parkersburg, WV can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Parkersburg is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Parkersburg minimize the tax burden on their estate and protect their assets from creditors. Given Parkersburg's aging population, an estate planning lawyer can also assist with creating a plan for long-term care and Medicaid planning. With their expertise and knowledge of the laws in West Virginia, an estate planning lawyer can provide peace of mind and security for residents of Parkersburg and their families.

Parkersburg, WV Financial Resources

Parkersburg, WV Chamber of Commerce

https://www.movchamber.org/

Parkersburg, WV City Hall

https://parkersburgcity.com/pc/

Parkersburg, WV Public Library

https://parkwoodlib.com/

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