Jefferson County, WV Financial Advisors and Resources

Financial Advisor Firms in Jefferson County, WV



(304) 724-3920

106 W Washington Street

Charles Town, WV 25414

SEC#: 801-80804
Years in Business: 6 years

How Retirement-Friendly is Jefferson County, WV?

  • Population: 56,506
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $268,100
  • Average Monthly Housing Cost: $1,265
  • Average Household Income: $96,911
  • 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.)

Jefferson County, WV Financial Advisor FAQs

You should ask them what services they offer to see if the advisor fits your needs. Then you might want to ask about their background and qualifications, their fees, or how often do they trade the markets.
Fees can be charged for everything from evaluating your current financial situation, asset allocation advice, and consolidated reporting services to advice on buying life insurance or disability income insurance. In addition to fees, they may generate revenue from commissions when it's in the client's interest.
Choosing a financial advisor is a difficult and complicated process and the only way to be sure you're making a good decision is to ask your trusted networks for advice.
Financial advisors are trained professionals in the complex world of financial management. They advise their clients on subjects related to investments, retirement, taxes, insurance, and estate planning.