What are some popular services for financial advising?

A financial advisor in Parkersburg, WV can provide a wide range of financial advising services to help individuals and businesses manage their finances effectively. From retirement planning to investment management, a financial advisor can offer expert advice and guidance on all aspects of financial planning. One specific aspect of Parkersburg, WV that a financial advisor may take into account is the city's diverse economy, which includes industries such as healthcare, education, and manufacturing. With this knowledge, a financial advisor can tailor their services to meet the unique needs of clients in Parkersburg, WV, helping them to achieve their financial goals and secure a stable financial future. Whether it's developing a comprehensive financial plan or providing ongoing portfolio management, a financial advisor can play a crucial role in helping clients navigate the complex world of finance and build a solid financial foundation.

What are people saying about financial advising services in Parkersburg, WV?

Parkersburg, WV is the ultimate destination for anyone seeking financial advising. The city boasts a rich history of financial expertise, with a plethora of seasoned professionals at your disposal. What sets Parkersburg apart is its unique blend of traditional values and modern innovation. The city's financial advisors are renowned for their personalized approach, taking the time to understand each client's unique needs and goals. Moreover, Parkersburg is home to some of the most cutting-edge financial technology available, ensuring that clients have access to the latest tools and resources. Whether you're looking to plan for retirement, invest in the stock market, or simply manage your finances more effectively, Parkersburg's financial advisors have the expertise and experience to guide you every step of the way. So why settle for anything less? Choose Parkersburg, WV for all your financial advising needs.

What does a financial planner do?

A financial planner in Parkersburg, WV is tasked with helping individuals and businesses in the area manage their finances and plan for the future. With a population of just over 30,000 people, Parkersburg is a small city located on the Ohio River in the northwestern part of the state. Despite its size, the city offers a variety of financial planning services, including retirement planning, investment management, tax planning, and estate planning. Financial planners in Parkersburg must be well-versed in the unique financial challenges facing the area, such as the impact of the local economy on investment opportunities and the need to plan for potential natural disasters like floods and severe weather. Additionally, they must be able to navigate the complex financial regulations and tax laws that apply to both individuals and businesses in the state of West Virginia. Through careful analysis and planning, financial planners in Parkersburg help their clients achieve their financial goals and build a secure future for themselves and their families.

When should you get a financial planner?

Residents of Parkersburg, WV should consider reaching out to a financial advisor when they are facing a significant financial decision, such as purchasing a home or starting a business. With its unique blend of historical charm and modern amenities, Parkersburg attracts many entrepreneurs and investors looking to make their mark in the region. However, navigating the complex financial landscape of the area can be challenging, particularly for those who are new to the community. A skilled financial advisor can help these individuals understand the local economy, identify investment opportunities, and develop a sound financial plan that meets their unique needs and goals. Whether you are a seasoned investor or just starting out, working with a financial advisor can help you make the most of your assets and achieve long-term financial success in Parkersburg, WV.

How do I choose the right financial advisor?

A financial advisor in Parkersburg, WV must possess several important qualities to help clients achieve their financial goals. Firstly, they should have a deep understanding of the local economy and investment opportunities available in the area. Parkersburg, WV is a city with a diverse economic base, including manufacturing, healthcare, and education. Therefore, a financial advisor must be knowledgeable about the various industries and have the ability to identify investment opportunities that align with their client's financial objectives. Additionally, they should have excellent communication skills to explain complex financial concepts in a way that clients can understand. The advisor should also be trustworthy, ethical, and transparent in their dealings with clients. They must prioritize their client's interests above their own and provide personalized financial advice tailored to their unique circumstances. Lastly, the financial advisor must be proactive in monitoring and adjusting their client's portfolio to ensure it remains aligned with their goals and risk tolerance.

What makes Parkersburg, WV the top choice for financial advising?

Parkersburg, WV is home to several top financial advising firms that offer a wide range of services to their clients. One such firm is known for their expertise in retirement planning and investment management. They have a team of highly skilled and experienced professionals who work closely with clients to create personalized financial plans that meet their unique needs and goals. Another firm is known for their specialization in estate planning and tax management. They have a deep understanding of the complex tax laws and regulations that govern estates and are able to help clients navigate these intricacies with ease. Additionally, there is a firm that focuses on providing financial education and coaching to individuals and families. They believe that financial literacy is essential to achieving long-term financial success and work diligently to empower their clients with the knowledge and tools they need to make informed decisions about their finances. Overall, the financial advising firms in Parkersburg, WV are dedicated to providing exceptional service and support to their clients, helping them to achieve their financial goals and secure their financial futures.

How do financial advisors get paid?

In Parkersburg, WV, financial advisors are compensated in various ways that are common in the industry. One of the most prevalent methods is through commission-based models, which involve earning a percentage of the client's investment portfolio. Another popular compensation method is through fees charged for services rendered, such as hourly rates or flat fees for financial planning and investment management. Additionally, some financial advisors in Parkersburg, WV may receive compensation through a combination of both commission and fees. It's worth noting that financial advisors in Parkersburg, WV may also specialize in certain areas, such as retirement planning or estate planning, which can affect their compensation structure. Despite the specific nuances of compensation in Parkersburg, WV, financial advisors ultimately aim to provide their clients with sound financial advice and help them achieve their financial goals.

Find the Top Financial Advisors Serving Parkersburg, WV

Connect With a Financial Planner

List of Firms

Parkersburg, WV Fiduciary Financial Advisors

Bennon & Thorpe LLC

5 out of 5

2100 Dudley Ave, Parkersburg, WV 26101, USA

(304) 485-1260

http://www.bennonthorpe.com/

Directions

Ameriprise Financial Services, Inc.

3501 Emerson Ave, Parkersburg, WV 26104, USA

(800) 297-4575

Directions

Hall Financial Advisors

5 out of 5

1101 Rosemar Rd, Parkersburg, WV 26105, USA

(304) 865-4442

https://www.hallfa.com/

Directions

Mountain State Financial Advisors - Ameriprise Financial Services, LLC

4 out of 5

3001 Murdoch Ave, Parkersburg, WV 26101, USA

(304) 485-7005

https://www.ameripriseadvisors.com/team/mountain-state-financial-advisors/contact?cid=IP_local_google

Directions

Rohr Capital Management

3 out of 5

2801 Dudley Ave STE B, Parkersburg, WV 26101, USA

(304) 893-9599

http://www.rohrcapitalmanagement.com/

Directions

Where Certified Financial Advisors in Parkersburg, WV Serve

Parkersburg, WV is a vibrant city with a rich history and a bustling economy. The city is home to several landmarks that are worth visiting, including the Blennerhassett Island Historical State Park, which offers a glimpse into the life of a wealthy 19th-century family. Another must-see attraction is the Parkersburg Floodwall Murals, which depict the city's history and culture. Top employers in Parkersburg include DuPont, West Virginia University at Parkersburg, and Camden Clark Medical Center. The city is also home to several other major employers, including Hino Motors, Simonton Windows, and Woodcraft Supply. When it comes to transportation, Parkersburg is well-connected to the rest of the state and beyond. Major highways in the area include Interstate 77, U.S. Route 50, and West Virginia Route 68. Some of the city's busiest streets include Market Street, Murdoch Avenue, and Division Street.

Nearby Locations

Berkeley County, WV Charleston, WV Hurricane, WV Jefferson County, WV Kanawha County, WV Monongalia County, WV Weirton, WV Wheeling, WV

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Parkersburg, WV could benefit greatly from the guidance of a financial advisor. With a median household income of $38,000 and a poverty rate of 22%, many individuals in the area may struggle to manage their finances effectively. A financial advisor can help residents create a budget, set financial goals, and develop a plan to achieve those goals. They can also provide guidance on investing, retirement planning, and debt management. Additionally, with the recent closure of several major employers in the area, a financial advisor can help residents navigate the job market and make informed decisions about their career paths. Overall, a financial advisor can provide invaluable support to residents of Parkersburg as they strive to achieve financial stability and security.

Insurance Broker

Residents of Parkersburg, WV can benefit greatly from the assistance of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find the coverage that best suits their needs and budget. In a city like Parkersburg, where severe weather events such as flooding and tornadoes are common, an insurance broker can help residents understand their options for protecting their homes and belongings. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a state like West Virginia where healthcare costs can be high. Overall, an insurance broker can provide valuable guidance and support to Parkersburg residents as they make important decisions about their insurance coverage.

Retirement Planning

Residents of Parkersburg, WV would greatly benefit from the services of a retirement planner. With a population of over 30,000, many individuals in the area are approaching retirement age and may need guidance on how to financially prepare for this next phase of life. A retirement planner can assist with creating a personalized retirement plan that takes into account factors such as social security benefits, pension plans, and investments. Additionally, with Parkersburg being located in a state that is known for its harsh winters, a retirement planner can help residents prepare for unexpected expenses related to home maintenance and healthcare costs during the colder months. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Parkersburg as they navigate the complexities of retirement planning.

Wealth Management

Residents of Parkersburg, WV can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice based on the unique financial goals and needs of each individual. This is especially important in Parkersburg, where the economy is heavily reliant on the manufacturing and healthcare industries. A wealth manager can help residents navigate the ups and downs of these industries and create a diversified investment portfolio that can weather any economic storm. Additionally, a wealth manager can help residents plan for retirement, save for their children's education, and protect their assets through estate planning and insurance strategies. Overall, a wealth manager can provide valuable guidance and support to residents of Parkersburg, helping them achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Parkersburg, WV can benefit greatly from the expertise of a mortgage loan officer. One specific way that a loan officer can help is by guiding residents through the unique housing market of Parkersburg. As a small city in West Virginia, Parkersburg has its own set of challenges and opportunities when it comes to buying or refinancing a home. A knowledgeable loan officer can help residents navigate the local real estate market and find the best loan products for their specific needs. Additionally, a loan officer can help residents understand the various government programs available to them, such as the West Virginia Housing Development Fund, which provides affordable financing options for first-time homebuyers in the state. With the help of a mortgage loan officer, residents of Parkersburg can make informed decisions about their home financing and achieve their dreams of homeownership.

Tax Services

Residents of Parkersburg, WV could benefit from the assistance of a tax advisor in a variety of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that apply to the state of West Virginia. Additionally, a tax advisor could help residents identify tax deductions and credits that they may be eligible for, such as the West Virginia Homestead Exemption or the Earned Income Tax Credit. Another way that a tax advisor could assist Parkersburg residents is by helping them prepare and file their tax returns accurately and on time, which can help them avoid penalties and interest charges. Overall, a tax advisor can provide valuable guidance and support to residents of Parkersburg, WV, helping them make informed decisions about their finances and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Parkersburg, WV can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Parkersburg is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Parkersburg minimize the tax burden on their estate and protect their assets from creditors. Given Parkersburg's aging population, an estate planning lawyer can also assist with creating a plan for long-term care and Medicaid planning. With their expertise and knowledge of the laws in West Virginia, an estate planning lawyer can provide peace of mind and security for residents of Parkersburg and their families.