Best Financial Advisors in Wheeling, WV

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Wheeling, WV Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jason Ogden
SEC File# 801-3297
CRD# 250
Location 169 W Main St, St Clairsville, OH 43950, USA
Phone (740) 695-6434
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Vicki Wiley - WesBanco Wealth Advisor
Location 1 Bank Plaza, Wheeling, WV 26003, USA
Phone (304) 234-9550
Omni Strategic Technologies, Inc.
5 out of 5
Location 2100 Market St Suite 200, Wheeling, WV 26003, USA
Phone (304) 242-7600
Ameriprise Financial
Location 3334 Main St, Weirton, WV 26062, USA
Phone (304) 748-7094
S P Financial Strategies LLC
SEC File# 801-108700
CRD# 173011
Location 1341 National Rd, Wheeling, WV 26003, USA
Phone (304) 242-6364
Assured Business Services, LLC
5 out of 5
Location 111 Park View Ln, Wheeling, WV 26003, USA
Phone (304) 905-0766
Lewis Financial Group: Wood Matthew T
Location 1 Kruger St, Wheeling, WV 26003, USA
Phone (304) 242-3356
Optima Trade & Investments Llc
Location 80 12th St, Wheeling, WV 26003, USA
Phone (304) 233-2808
Meade Financial Group
Location 1000 2nd St, Moundsville, WV 26041, USA
Phone (304) 845-0288
Eric Kramer - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1206 Chapline St Ste 175, Wheeling, WV 26003, USA
Phone (304) 830-5379
Brian Kenneth McVay - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 47443 National Rd W Ste 2, St Clairsville, OH 43950, USA
Phone (740) 296-5672
Breiding Insurance & Financial
Location 249 E Main St, St Clairsville, OH 43950, USA
Phone (740) 218-5947
Community Homebuyers Investment
Location 56 13th St, Wheeling, WV 26003, USA
Phone (304) 233-0953
Century Equities
Location 1233 Main St #1500, Wheeling, WV 26003, USA
Phone (304) 232-5411
WesMark Funds
Location 1 Bank PLZ, Wheeling, WV 26003, USA
Phone (800) 864-1013
JPM Wheeling LLC
Location 1114 Market St, Wheeling, WV 26003, USA
Phone (304) 232-0054
Security National Trust Co
Location 1300 Chapline St # 302, Wheeling, WV 26003, USA
Phone (304) 233-5215
Joanou Frank
Location 1144 Market St, Wheeling, WV 26003, USA
Phone (304) 232-6277
Joanou Financial Group
Location 1144 Market St # 515, Wheeling, WV 26003, USA
Phone (304) 232-6277
Appalachian Capital Management Ltd.
5 out of 5
Location 51461 Jennifer Lane Suite 215, St Clairsville, OH 43950, USA
Phone (740) 695-3434
OneMain Financial
4 out of 5
Location 1021 National Rd #1, Wheeling, WV 26003, USA
Phone (304) 233-5660
JPL Financial & Benefits Group-Wv
Location 1201 Main St, Wheeling, WV 26003, USA
Phone (304) 905-0397
First Financial Partners Corporation
Location 78 12th St, Wheeling, WV 26003, USA
Phone (304) 232-1633
C Edward Rawson Group
Location 1223 Main St, Follansbee, WV 26037, USA
Phone (304) 527-8502
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
5 out of 5
Location 169 W Main St, St Clairsville, OH 43950, USA
Consumer Credit Wheeling
Location 1025 Main St #620, Wheeling, WV 26003, USA
Phone (304) 230-1162
Adelina Bartolovich - WesBanco Wealth Advisor
SEC File# 801-119845
CRD# 43276
Location 135 W Main St, St Clairsville, OH 43950, USA
Phone (740) 422-7703
Hearne & Co
Location 330 Merrymount Rd, Wheeling, WV 26003, USA
Phone (304) 233-3674
Financial Advisors in Wheeling, WV

Where Certified Financial Advisors in Wheeling, WV Serve

Wheeling is a city located in the Northern Panhandle of West Virginia. It is the county seat of Ohio County. The city has a population of 28,486 people and is the principal city of the Wheeling metropolitan area, which has a population of 147,950 people. Major employers in Wheeling include WesBanco, Oglebay Resort, and St. Clairsville Hospital. Major highways and streets in Wheeling include Interstate 70 and Route 40. Some neighborhoods in Wheeling include Elm Grove, Woodsdale, and Warwood.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Wheeling, WV residents have a variety of services that banks can provide them. Banks are in the business of taking care of their customers' money and ensuring that it is safe and secure. They also offer other important services, such as loans, mortgages, and investments. Residents in Wheeling should take advantage of all that banks have to offer.

Insurance Broker

Residents of Wheeling, WV can benefit from the services of insurance brokers. Insurance brokers are professionals who can help residents compare rates and find the best policies for their needs. They can also help residents file claims and navigate the complex world of insurance.

Retirement Planning

Wheeling, WV residents can benefit from working with a financial advisor when it comes to retirement planning.A good financial advisor can help you understand your current financial situation and develop a plan to achieve your retirement goals. They can also provide advice on how to save for retirement, invest for the future, and protect your assets.If you're looking for help with retirement planning, Wheeling, WV residents should consider working with a financial advisor.

Wealth Management

Wheeling, WV is a city that has seen better days. Once a booming industrial center, Wheeling has fallen on hard times in recent years. The collapse of the steel industry and the departure of many major employers have left the city reeling. One area where Wheeling could make a big difference is in wealth management. Wealth management can help residents protect their assets and grow their money. It can also help to stabilize the economy by providing much-needed investment capital to local businesses. Wheeling has a lot to offer in terms of wealth management, and it's time for the city to take advantage of this opportunity.

Estate Planning Lawyer

Estate planning lawyers can help Wheeling, WV residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can ensure that your property is distributed according to your wishes after you die. They can also help you set up guardianship for your children in case something happens to you, and create powers of attorney so that someone you trust can make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Wheeling, WV can help residents obtain the best mortgage rates and terms available. By shopping around for the best deal, Wheeling residents can save money on their mortgage payments each month. In addition, mortgage loan officers can help residents refinance their mortgages to get a lower interest rate. This can save homeowners thousands of dollars over the life of their mortgage.

Tax Services

Wheeling, WV residents can benefit from the help of tax accountants in order to ensure that they are getting the best possible return on their investment. Tax accountants have the knowledge and expertise to help Wheeling residents navigate through the complex tax code and find all of the deductions and credits for which they are eligible. In addition, tax accountants can also help Wheeling residents plan for their future by taking into account potential changes to the tax code that may occur in the future.

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FAQs About Personal Financial Advisors in Wheeling, WV