Best Financial Advisors in Weirton, WV

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List of Firms

Weirton, WV Fiduciary Financial Advisors

SEC File# 801-54859
CRD# 23131
Location 200 Ivy Ln, Weirton, WV 26062, USA
Phone (304) 723-5018
Directions
SEC File# 801-55467
CRD# 108197
Location 135 Palm Dr, Weirton, WV 26062, USA
Phone (304) 723-6700
Directions
Robert Capito, CFP
Location 200 Ivy Ln, Weirton, WV 26062, USA
Phone (304) 723-5018
Directions
Horizon Financial Group
5 out of 5
Location 200 Ivy Ln, Weirton, WV 26062, USA
Phone (304) 723-5018
Directions
Stratford & Company LLC
Location 340 S Hollywood Blvd, Steubenville, OH 43952, USA
Phone (740) 304-0707
Directions
nafincome
SEC File# 801-80425
CRD# 173272
Location 3600 West St, Weirton, WV 26062, USA
Phone (304) 564-5267
Directions
The Estate & Elder Planning Center
Location 3660 Pennsylvania Ave, Weirton, WV 26062, USA
Phone (304) 723-1234
Directions
Zagula Matthew
Location 3660 Pennsylvania Ave # 2, Weirton, WV 26062, USA
Phone (304) 723-4596
Directions
Helba Financial Services
5 out of 5
Location 154 Patricia Ave, Weirton, WV 26062, USA
Phone (304) 797-8357
Directions
WesBanco Bank
3 out of 5
Location 3265 Main St, Weirton, WV 26062, USA
Phone (304) 797-8060
Directions
Boehm Insurance
Location 3636 Collins Way, Weirton, WV 26062, USA
Phone (304) 797-1133
Directions
Fortune Finance Services Inc
Location 815 6th Ave N # 213, Steubenville, OH 43952, USA
Phone (740) 282-8694
Directions
Douglas Haverland - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2900 Culler Rd, Weirton, WV 26062, USA
Phone (304) 748-7094
Directions
Assurance Financial Partners
Location 651 Colliers Way, Weirton, WV 26062, USA
Phone (304) 740-2054
Directions
Baird Private Wealth Management
5 out of 5
Location 200 Stanton Blvd Suite 40, Steubenville, OH 43952, USA
Phone (740) 282-5024
Directions
Global Investment Partners Llc
Location 808 Brady Ave, Steubenville, OH 43952, USA
Phone (740) 282-5068
Directions
Fisher Financial Strategies
Location 3660 Pennsylvania Ave, Weirton, WV 26062, USA
Phone (304) 723-4596
Directions
DeFranco Financial
SEC File# 801-108700
CRD# 173011
5 out of 5
Location 1320 National Rd, Wheeling, WV 26003, USA
Phone (304) 242-6364
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Larry Uram - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2900 Culler Rd, Weirton, WV 26062, USA
Phone (304) 748-7094
Directions
Next Level Lifestyles
5 out of 5
Location Oregon Ave, Steubenville, OH 43952, USA
Phone (412) 452-1554
Directions
Phillip Asset Management
Location 200 Stanton Blvd, Steubenville, OH 43952, USA
Phone (740) 264-6480
Directions
Bernadette Smith - Financial Advisor, Ameriprise Financial Services, LLC
Location 1206 Chapline St Ste 175, Wheeling, WV 26003, USA
Phone (304) 830-5379
Directions
Katherine L Egbert - Financial Advisor, Ameriprise Financial Services, LLC
Location 329 Forest Grove Rd Ste 201A, Coraopolis, PA 15108, USA
Phone (412) 330-1540
Directions
Marathon Strategic Advisors
Location 500 Market St # 610, Steubenville, OH 43952, USA
Phone (740) 282-5198
Directions
Cardinal Wealth Management
Location 626 N 4th St Suite 101, Steubenville, OH 43952, USA
Phone (740) 314-8342
Directions
First Financial Partners
Location 3660 Pennsylvania Ave # 2, Weirton, WV 26062, USA
Phone (304) 723-4596
Directions
Edward Jones - Financial Advisor: Paul D Sweeney II, AAMS™
Location 200 Stanton Blvd Suite 80, Steubenville, OH 43952, USA
Phone (740) 283-6558
Directions
Commonwealth Financial Services
5 out of 5
Location 21 Warden Run Rd #201, Wheeling, WV 26003, USA
Phone (304) 230-2384
Directions
Financial Advisors in Weirton, WV

Where Certified Financial Advisors in Weirton, WV Serve

Nestled in the heart of West Virginia lies the city of Weirton, a bustling metropolis with a rich history and vibrant culture. From its iconic landmarks to its top employers, Weirton boasts a wealth of attractions that draw visitors from far and wide. Major highways like Route 22 and Route 2 crisscross the city, while streets like Main Street and Pennsylvania Avenue wind through its charming neighborhoods. The city's top employers include companies like ArcelorMittal, Hancock County Schools, and Weirton Medical Center, providing ample job opportunities for residents. And with landmarks like the Weirton Steel Museum and the Mary H. Weir Public Library, there's always something to see and do in this thriving community. Whether you're a lifelong resident or just passing through, Weirton is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Weirton, WV could benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the local job market. Weirton, WV has a relatively small population and a limited number of job opportunities, which can make it challenging for residents to find stable employment. A financial advisor could provide valuable insights into the local job market and help residents develop a long-term financial plan that takes into account the unique challenges of living in Weirton. Additionally, a financial advisor could offer guidance on saving for retirement, managing debt, and investing in the local real estate market. Overall, working with a financial advisor could help residents of Weirton achieve their financial goals and build a more secure future for themselves and their families.

Insurance Broker

Residents of Weirton, WV could greatly benefit from the services of an insurance broker. With the city's high poverty rate, many residents may struggle to afford adequate insurance coverage. An insurance broker can help these individuals find affordable options that still provide the necessary coverage. Additionally, Weirton is located near the Ohio River, which can lead to increased risk of flooding. An insurance broker can assist residents in finding flood insurance policies to protect their homes and belongings. Overall, an insurance broker can provide valuable guidance and support to Weirton residents in navigating the complex world of insurance and ensuring they have the coverage they need.

Retirement Planning

Residents of Weirton, WV could benefit greatly from the guidance of a retirement planner. With an aging population and a median age of 47 years old, many residents are likely approaching retirement age or already retired. A retirement planner can help them navigate the complex world of retirement savings and investment, ensuring they have enough money to live comfortably in their golden years. Additionally, with the decline of the steel industry in the area, many residents may have lost their pensions or retirement benefits. A retirement planner can help them develop a personalized plan to make up for these losses and ensure they are financially secure. By working with a retirement planner, residents of Weirton can have peace of mind knowing their retirement is taken care of.

Wealth Management

Residents of Weirton, WV could benefit greatly from the services of a wealth manager. With a median household income of $43,000 and an unemployment rate of 6.6%, many individuals in Weirton may struggle with financial planning and investment management. A wealth manager can provide guidance on creating a budget, setting financial goals, and developing a personalized investment strategy. Additionally, they can assist with retirement planning, estate planning, and tax management. With the help of a wealth manager, residents of Weirton can feel more confident in their financial future and work towards achieving their long-term goals.

Mortgage Loan Officer

Residents of Weirton, WV can benefit greatly from the expertise and assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of securing a mortgage loan, whether they are first-time homebuyers or seasoned homeowners. With the average home price in Weirton being lower than the national average, a mortgage loan officer can help residents find financing options that fit their unique financial situation. Additionally, Weirton has a high percentage of older homes, which may require special considerations when it comes to securing a mortgage. A mortgage loan officer can provide guidance on renovation loans and other options that can help residents purchase and update these older homes. Overall, the assistance of a mortgage loan officer can make the process of buying a home in Weirton, WV much smoother and less stressful.

Tax Services

Residents of Weirton, WV could benefit greatly from the expertise of a tax advisor. One specific way in which a tax advisor could help is by assisting residents with navigating the complex tax laws and regulations specific to West Virginia. With the state's unique tax code, including property tax assessments, sales tax rates, and income tax brackets, a tax advisor could provide valuable guidance and insights on how to optimize tax savings and minimize liabilities. Additionally, a tax advisor could help residents with tax planning strategies, such as retirement planning and estate planning, to ensure they are well-prepared for their financial future. By working with a tax advisor, residents of Weirton, WV can feel confident that they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Weirton, WV can benefit greatly from the services provided by an estate planning lawyer. Specifically, with a high percentage of elderly residents in the area, an estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents plan for long-term care and medical expenses, which is particularly important in a state like West Virginia where healthcare costs are significantly higher than the national average. Overall, an estate planning lawyer can provide peace of mind and security for residents of Weirton, WV by helping them plan for the future and protect their assets and loved ones.

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