Wealth Management in Wheeling, WV

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Wheeling, WV Wealth Management Firms

McKinley Carter Wealth Services
SEC File# 801-64584
CRD# 135184
Location 2100 Market St, Wheeling, WV 26003, USA
Phone (304) 230-2400
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Rohrig Financial

5 out of 5

Location 1031 National Rd, Wheeling, WV 26003, USA
Phone (304) 905-0538
Hazlett Burt & Watson Inc
SEC File# 801-66333
CRD# 396

5 out of 5

Location 1300 Chapline St, Wheeling, WV 26003, USA
Phone (304) 233-3312
Chris Freeman - Raymond James

4 out of 5

Location 1144 Market St, Wheeling, WV 26003, USA
Phone (304) 233-6600
McCoy Wealth Management LLC

5 out of 5

Location 44 15th St, Wheeling, WV 26003, USA
Phone (304) 233-1185
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About Wheeling, WV

Wheeling, WV is a city located in the Northern Panhandle of West Virginia. The city is situated on the Ohio River and is the county seat of Ohio County. Wheeling is home to a number of notable landmarks, including the Capitol Theatre, the Wheeling Suspension Bridge, and Grave Creek Mound. Major employers in the city include West Virginia University at Wheeling, Oglebay Resort, and St. Clairsville Hospital. Major highways and streets in Wheeling include Interstate 70 and U.S. Route 40. The city's neighborhoods include Elm Grove, Downtown Wheeling, and North Wheeling.

Where Wealth Management Advisors in Wheeling, WV Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Wheeling, WV banks provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services, such as online banking and bill payment. They also provide investment advice and insurance products.

Retirement Planning

Retirement planning in Wheeling, WV is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

Wheeling, WV is home to many tax accountants. These professionals are responsible for preparing and filing tax returns for individuals and businesses. They must be knowledgeable in tax laws and regulations in order to ensure that their clients pay the correct amount of taxes. Tax accountants may also provide advice on tax planning and avoidance.

Financial Advisor

A financial advisor in Wheeling, WV helps people save and invest their money. They can help you plan for your future and make sure you're on track to reach your financial goals. They can also offer advice on insurance, retirement planning, and other financial topics. If you're looking for help managing your money, a financial advisor in Wheeling, WV is a great option.

Insurance Broker

An insurance broker in Wheeling, WV is a professional who helps clients find the best insurance coverage for their needs. They work with a variety of insurance companies to find the best rates and coverage options for their clients. Insurance brokers also provide guidance and advice to clients on choosing the right insurance policies. They help clients understand their options and make informed decisions about their coverage.

Mortgage Loan Officer

A mortgage loan officer in Wheeling, WV helps people get loans to buy houses. They work with banks and other lenders to find the best loans for their customers. They also help people get approved for loans and figure out what they can afford. Mortgage loan officers are important for helping people buy homes and start new lives.

Estate Planning Lawyer

An estate planning lawyer in Wheeling, WV helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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