Wheeling, WV Financial Advisors and Resources



Financial Advisor Firms in Wheeling, WV


WESBANCO INVESTMENT DEPARTMENT

Website

(304) 234-9419

One Bank Plaza
Fifth Floor
Wheeling, WV 26003

SEC#: 801-60151
Years in Business: 20 years

FORT HENRY CAPITAL, LLC

Website

(304) 232-0422

48 Fourteenth Street

Wheeling, WV 26003

SEC#: 801-108626
Years in Business: 4 years

SECURITY CAPITAL MANAGEMENT

Website

(304) 233-3312

1300 Chapline Street

Wheeling, WV 26003

SEC#: 801-66333
Years in Business: 15 years

MCKINLEY CARTER WEALTH SERVICES, INC.

Website

(304) 230-2400

2100 Market Street

Wheeling, WV 26003

SEC#: 801-64584
Years in Business: 16 years

WESBANCO SECURITIES, INC.

Website

(304) 243-7518

2207 National Rd

Wheeling, WV 26003

SEC#: 801-119845
Years in Business: 0 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(304) 242-6364

1320 National Road

Wheeling, WV 26003

SEC#: 801-108700
Years in Business: 4 years

WETZEL INVESTMENT ADVISORS, INC.

Website

(317) 859-2502

277 Shawnee Road

Wheeling, WV 26003

SEC#: 801-117718
Years in Business: 1 years

SUMMIT FINANCIAL GROUP INC

Website

(304) 233-1185

44 15th St Mccoy Building

Wheeling, WV 26003

SEC#: 801-56645
Years in Business: 22 years

UNITED BROKERAGE SERVICES, INC

Website

(304) 231-1937

21 Twelfth Street

Wheeling, WV 26003

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


How Retirement-Friendly is Wheeling, WV?

  • Population: 27,062
  • % of Population 62 Years and Over: 27.5%
  • Average Home Value: $119,500
  • Average Monthly Housing Cost: $597
  • Average Household Income: $67,394
  • 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.)


Wheeling, WV Financial Advisor FAQs

A financial advisor is someone who helps with one's financial life. They help with savings, taxes, and investment portfolio management.
Most financial advisors are independent contractors who charge either by the hour or on a commission-based model.
If you are spending more than you make in order to maintain the quality of life that you've become accustomed to, then yes.
Ask the person you plan to hire what qualifications they have. Ask them for examples of situations they've been in that was similar to your situation and how they handled it. If possible, ask friends and family if they know someone who has used them in the past. Look at their website and check out their credentials, licenses, professional associations and certifications.