Wealth Management in Parkersburg, WV

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List of Firms

Parkersburg, WV Wealth Management Firms

Elliott Financial Group - Northwestern Mutual
Location 2519 Ohio Ave, Parkersburg, WV 26101, USA
Phone (304) 422-5424
United Brokerage Services Inc
Location 514 Market St, Parkersburg, WV 26101, USA
Phone (888) 424-6158
Commonwealth Financial Services
4 out of 5
Location 585 College Pkwy, Parkersburg, WV 26104, USA
Phone (304) 422-3531
Brian Floyd - Financial Advisor, Ameriprise Financial Services, LLC
Location 3001 Murdoch Ave, Parkersburg, WV 26101, USA
Phone (304) 485-7005
North Bend Wealth Management
Location 417 Grand Park Dr Suite 102, Parkersburg, WV 26105, USA
Phone (681) 588-5147
Bennon & Thorpe LLC
5 out of 5
Location 2100 Dudley Ave, Parkersburg, WV 26101, USA
Phone (304) 485-1260
Raymond James Financial Services
Location 2107 Pike St, Parkersburg, WV 26101, USA
Phone (304) 420-2812
Signator Financial Network
Location 1020 Market St, Parkersburg, WV 26101, USA
Phone (304) 422-7580
Community Brokerage & Investment Services
Location 631 Juliana St, Parkersburg, WV 26101, USA
Phone (304) 420-5569
Wealth Management in Parkersburg, WV

Where Wealth Management Advisors in Parkersburg, WV Serve

Nestled in the heart of West Virginia lies the charming city of Parkersburg, home to a plethora of landmarks and attractions that are sure to captivate and inspire visitors from near and far. From the historic Blennerhassett Island State Park to the majestic Ohio River, Parkersburg is a city that is steeped in history and natural beauty. But Parkersburg isn't just a city of landmarks and attractions - it's also a hub of economic activity, with a diverse array of top employers that range from healthcare providers to manufacturing firms. Some of the biggest employers in the area include Camden Clark Medical Center, DuPont, and Hino Motors, among others. When it comes to transportation, Parkersburg is well-connected to the rest of West Virginia and beyond, thanks to its proximity to major highways and streets like I-77, Route 50, and Route 68.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Parkersburg, WV would greatly benefit from the services of a bank. One of the most common ways that a bank can assist the community is by providing loans for small businesses. Parkersburg is a city with a rich history of industry and entrepreneurship, with many small businesses contributing to the local economy. However, these businesses often struggle to secure the necessary funding to grow and expand. A bank can provide loans with reasonable interest rates and flexible repayment terms to help these businesses thrive. Additionally, a bank can offer financial education and resources to help residents manage their money and plan for the future. With the assistance of a bank, residents of Parkersburg can achieve their financial goals and contribute to the continued growth and prosperity of their community.

Insurance Broker

Residents of Parkersburg, WV can greatly benefit from the services of an insurance broker. With a population of just over 30,000, Parkersburg is a small city with a tight-knit community. An insurance broker can provide personalized assistance to residents in finding the best insurance policies to meet their unique needs. Whether it be auto, home, or health insurance, a broker can help navigate the complex world of insurance policies and find the most affordable options. Additionally, Parkersburg is located in an area of West Virginia that is prone to severe weather events, such as flooding and tornadoes. An insurance broker can help residents find policies that provide adequate coverage for these types of events, giving them peace of mind during times of crisis. Overall, an insurance broker can be a valuable resource for residents of Parkersburg, WV, helping them protect their assets and prepare for the unexpected.

Retirement Planning

Residents of Parkersburg, WV can benefit greatly from the services of a retirement planner. With a population of over 30,000, Parkersburg is a city that is home to many retirees who may require assistance in planning for their golden years. A retirement planner can provide guidance on how to maximize Social Security benefits, create a personalized investment strategy, and develop a comprehensive estate plan. In addition, a retirement planner can help navigate the complex tax laws and regulations that are unique to West Virginia. For example, Parkersburg residents may be eligible for tax credits and deductions that can reduce their tax burden. By working with a retirement planner, residents of Parkersburg can ensure that they are on track to achieve their retirement goals and enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Parkersburg, WV could benefit from the guidance of a financial advisor in a variety of ways. With a median household income of $41,000, many locals may struggle to make ends meet and may require assistance in developing a budget and managing their expenses. Additionally, given that the city is home to several large manufacturing and industrial companies, some residents may have access to employer-sponsored retirement plans or stock options that could benefit from professional advice. Furthermore, with a population of over 30,000, there are likely many individuals who are unsure of how to navigate the complexities of investing or planning for their future. A financial advisor could provide valuable insights and recommendations on how to best allocate their assets and achieve their financial goals. Overall, the expertise of a financial advisor could help residents of Parkersburg, WV to better understand and manage their finances, regardless of their income or level of financial literacy.

Mortgage Loan Officer

Residents of Parkersburg, WV can benefit greatly from the guidance and expertise of a mortgage loan officer. With a population of approximately 30,000, Parkersburg is a small city that is home to many families and individuals who are seeking to achieve their homeownership dreams. A mortgage loan officer can assist residents with navigating the complex process of obtaining a mortgage loan, which can be particularly challenging for those who have less-than-perfect credit or limited financial resources. They can also provide valuable advice on the various types of loans available, such as FHA and VA loans, and help residents understand the terms and conditions of each option. Additionally, a mortgage loan officer can help residents explore different programs and initiatives that are specific to Parkersburg, such as the city's Homeownership Assistance Program, which provides financial assistance to eligible first-time homebuyers.

Tax Services

Residents of Parkersburg, WV can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist Parkersburg residents is by helping them navigate the complex tax laws and regulations that are unique to the state of West Virginia. For example, West Virginia has a state income tax that ranges from 3% to 6.5%, depending on income level. Additionally, there are various tax credits and deductions available to residents of Parkersburg, such as the West Virginia Homestead Exemption, which can help lower property taxes for eligible homeowners. A tax advisor can help residents of Parkersburg take advantage of these tax benefits and ensure that they are maximizing their tax savings. Furthermore, with the recent economic impact of the COVID-19 pandemic, a tax advisor can also provide guidance on the various federal and state relief programs available to Parkersburg residents, such as the CARES Act and the Paycheck Protection Program.

Estate Planning Lawyer

Residents of Parkersburg, WV can benefit from the services of an estate planning lawyer in many ways. One specific aspect that sets Parkersburg apart is its aging population. With a median age of 42.5 years, many residents are approaching retirement age and may need assistance in planning for their future. An estate planning lawyer can help individuals create a comprehensive plan that includes wills, trusts, powers of attorney, and other legal documents to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with Medicaid planning, which is especially important for seniors who may need long-term care. With the help of an estate planning lawyer, residents of Parkersburg can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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