Wealth Management in Wheeling, WV

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Wheeling, WV Wealth Management Firms

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
Hazlett Burt & Watson Inc
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
Rohrig Financial
5 out of 5
Location 1031 National Rd, Wheeling, WV 26003, USA
Phone (304) 905-0538
McCoy Wealth Management LLC
5 out of 5
Location 44 15th St, Wheeling, WV 26003, USA
Phone (304) 233-1185
Wealth Management in Wheeling, WV

Where Wealth Management Advisors in Wheeling, WV Serve

Wheeling, WV is a city located in the northern panhandle of West Virginia, boasting a rich history and a vibrant community. The city is home to several notable landmarks, including the Wheeling Suspension Bridge, the oldest suspension bridge in the United States, and the Capitol Theatre, a historic venue that hosts a variety of performances and events. In terms of employment, Wheeling is home to several top employers, including Wheeling Hospital, WesBanco Bank, and the Wheeling Island Hotel-Casino-Racetrack. These companies provide job opportunities and contribute to the city's economy. Major highways and streets in Wheeling include Interstate 70, which runs east-west through the city, and Route 2, which runs north-south along the Ohio River. Downtown Wheeling is home to several historic streets, including Main Street and Market Street, which are lined with shops, restaurants, and other businesses.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wheeling, WV can benefit from a bank in a multitude of ways. One specific example is the accessibility of loans for small businesses. Wheeling, WV is a city with a rich history and a thriving community of entrepreneurs. However, it can be difficult for these small businesses to secure the necessary funding to grow and expand. A bank can provide loans with reasonable interest rates and flexible repayment plans, allowing these businesses to invest in their future and contribute to the local economy. Additionally, a bank can offer financial education and resources to residents, helping them to make informed decisions about their money and build a strong financial foundation. Overall, a bank can be a valuable asset to the residents of Wheeling, WV, providing support and opportunities for growth and prosperity.

Insurance Broker

Residents of Wheeling, WV can greatly benefit from the services of an insurance broker. With the city's location along the Ohio River, flood insurance is a crucial consideration for homeowners and business owners alike. An insurance broker can assist in finding the best coverage options for flood insurance, ensuring that properties are protected in the event of a natural disaster. Additionally, with the city's aging population, health insurance is a top priority for many residents. An insurance broker can help navigate the complexities of healthcare coverage, including Medicare and Medicaid options. Overall, an insurance broker can provide valuable guidance and support in protecting the financial well-being of Wheeling residents.

Retirement Planning

Residents of Wheeling, WV can benefit from the expertise of a retirement planner in a multitude of ways. One specific aspect of Wheeling that a planner could address is the city's aging population. With a median age of 44.5 years, many residents may be approaching retirement or already retired. A retirement planner can assist in developing a comprehensive plan that takes into account factors such as healthcare costs, social security benefits, and potential long-term care needs. Additionally, Wheeling's economy has undergone significant changes in recent years, with a shift away from manufacturing and towards healthcare and education. A retirement planner can help residents navigate these changes and plan for a financially secure future, taking into account potential changes in the job market and economic conditions. With a burst of knowledge and complexity, a retirement planner can provide invaluable assistance to residents of Wheeling, WV as they plan for their golden years.

Financial Advisor

Residents of Wheeling, WV can greatly benefit from the services of a financial advisor. With its population of over 27,000, Wheeling is a city that is home to many individuals and families who are looking to secure their financial future. A financial advisor can help these residents in a number of ways, such as providing advice on investment strategies, retirement planning, and tax planning. In addition, given the region's history as a hub for coal mining and steel production, a financial advisor can also help Wheeling residents navigate the unique financial challenges that come with working in these industries, such as pensions and workers' compensation. Furthermore, with the city's proximity to the Ohio River and its many recreational opportunities, a financial advisor can assist residents in planning for their leisure activities, such as boat ownership and vacation planning. Overall, a financial advisor can provide invaluable guidance to Wheeling residents as they work to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Wheeling, WV can benefit from the services of a mortgage loan officer in a variety of ways. For instance, a loan officer can help residents navigate the complex process of securing a mortgage, which can be especially challenging in a city like Wheeling, where the housing market is highly competitive. Additionally, a loan officer can provide residents with valuable insights into the local real estate market, including information about housing prices, interest rates, and other factors that can impact their ability to secure a mortgage. Furthermore, a loan officer can help residents understand the different types of mortgages available to them, such as fixed-rate or adjustable-rate mortgages, and can work with them to find the best option for their unique financial situation. Ultimately, the expertise and guidance of a mortgage loan officer can be invaluable to residents of Wheeling, helping them achieve their dream of homeownership.

Tax Services

Residents of Wheeling, WV can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in the state, ensuring that they remain compliant with the law while minimizing their tax liability. In addition, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, which can help residents achieve their financial goals. Moreover, given the unique economic and demographic characteristics of Wheeling, WV, a tax advisor can provide tailored advice that takes into account the specific needs and challenges of the community. For example, the city's aging population may benefit from advice on tax-efficient ways to transfer wealth to their heirs, while small business owners may need help with tax planning and compliance issues related to their operations. In short, a tax advisor can be an invaluable resource for residents of Wheeling, WV, helping them navigate the complex and ever-changing world of taxation with confidence and ease.

Estate Planning Lawyer

Residents of Wheeling, WV can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help Wheeling residents navigate the complex legal system in the state of West Virginia and ensure that their assets are protected and distributed according to their wishes. With its rich history as a hub of industry and commerce, Wheeling has a diverse population with a wide range of financial situations and family dynamics. An estate planning lawyer can provide tailored advice and guidance to each individual or family, taking into account factors such as property ownership, tax implications, and potential disputes among heirs. By working with an estate planning lawyer, Wheeling residents can gain peace of mind knowing that their legacy will be preserved and their loved ones will be provided for.

Wheeling, WV Financial Resources

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