Berkeley County, WV Financial Advisors and Resources

Financial Advisor Firms in Berkeley County, WV



(304) 263-0854

9773 Tuscarora Pike

Martinsburg, WV 25401

SEC#: 801-66892
Years in Business: 15 years

How Retirement-Friendly is Berkeley County, WV?

  • Population: 115,329
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $193,100
  • Average Monthly Housing Cost: $1,049
  • Average Household Income: $75,914
  • West Virginia Total Tax Burden: 8.84% (18th Highest in U.S.)
  • West Virginia Property Tax: 2.32% (15th Lowest in U.S.)
  • West Virginia Individual Income Tax: 2.64% (14th Highest in U.S.)
  • West Virginia Sales and Excise Tax: 3.88% (17th Highest in U.S.)

Berkeley County, WV Financial Advisor FAQs

There are many questions worth asking when seeking financial advice. The most important one is what they plan to do for your money. Make sure the advisor's strategy aligns with your investment timeline and risk tolerance levels.
Financial advisors are paid for advice, usually by taking a percentage of the money invested. Some financial advisors are paid hourly to provide advice, but most prefer to charge a set fee based on the size of an investment.
The first step should be asking around, networking with people that you trust for any information they might have about an individual or firm that they'd recommend.
Financial advisors offer advice and help you make decisions with your money. They can help save, tax strategy, retirement planning, college savings or just about anything involving finance.