Kanawha County, WV Financial Advisors and Resources



Financial Advisor Firms in Kanawha County, WV


UNITED BROKERAGE SERVICES, INC

Website

(304) 766-1216

1200 Grosscup Ave

Dunbar, WV 25064

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


How Retirement-Friendly is Kanawha County, WV?

  • Population: 183,279
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $131,700
  • Average Monthly Housing Cost: $656
  • Average Household Income: $66,597
  • 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.)


Kanawha County, WV Financial Advisor FAQs

A good rule of thumb is to ask for their credentials. You should also inquire on their compensation model so you can know what the advisor's incentive it.
Some financial advisors charge a fixed fee for providing you with financial advice. The fee can either be based on the products or services they provide or it might be a fixed, all-inclusive cost (for example $100 per hour). Fixed-fee advisors might help clients make wise choices in how to save and invest money, thus eliminating the need for additional investment management services. Because they don't factor commissions into their fees, these advisors aim to offer unbiased financial advice that is in the best interest of their clients rather than only financially lucrative options.
The best way to find a trustworthy financial advisor is by checking their credentials. A certified advisor should have an education background or are able to be credentialed through NAPFA or CAPP.
Financial advisors plan, recommend, and provide financial services. Financial advisors are often helping to develop strategies and approaches to meet the client's current and future needs.