What are some popular services for retirement planning?

Retirement planning services offered by a retirement planner in Parkersburg, WV are comprehensive and tailored to the unique needs of each individual client. These services include assessing current retirement savings, creating a personalized retirement plan, and providing ongoing support and guidance throughout the retirement journey. In Parkersburg, WV, the retirement planner may also take into account the area's rich history and culture when crafting a retirement plan. For instance, they may suggest exploring the historic Blennerhassett Island or taking part in the annual West Virginia Italian Heritage Festival as part of an enjoyable and fulfilling retirement lifestyle. The retirement planner in Parkersburg, WV understands the importance of planning for retirement and strives to make the process as bursty and complex as necessary to ensure clients are prepared for a comfortable and fulfilling retirement.

What are people saying about retirement planning services in Parkersburg, WV?

Parkersburg, WV is the ultimate destination for individuals seeking a retirement planner. The city's financial sector is renowned for its expertise in providing comprehensive retirement planning services. What sets Parkersburg apart from other cities is its commitment to ensuring that its residents have access to the best retirement planners. The city has a diverse range of financial institutions that offer a variety of retirement planning services, including investment management, estate planning, and tax planning. Moreover, Parkersburg's retirement planners are well-versed in the nuances of the local economy and are equipped to provide personalized retirement planning advice that is tailored to the specific needs of each client. With its wealth of financial expertise and commitment to excellence, Parkersburg, WV is undoubtedly the best place to get a retirement planner.

What does a retirement planner do?

A retirement planner in Parkersburg, WV is responsible for guiding individuals towards a financially secure future. They work tirelessly to ensure that their clients are well-prepared for the inevitable transition into retirement. These planners offer a range of services, including investment advice, estate planning, and risk management strategies. One specific aspect of Parkersburg, WV that these planners must consider is the local economy. As a small town in the heart of West Virginia, Parkersburg faces unique challenges when it comes to retirement planning. However, a skilled planner will be able to navigate these challenges and develop a comprehensive plan that meets the needs of their clients. With their bursty and complex approach to financial planning, retirement planners in Parkersburg, WV are equipped to help individuals achieve their retirement goals.

When should you get a retirement planner?

Residents of Parkersburg, WV should consider reaching out to a retirement planner when they are approaching retirement age and want to ensure that they have a solid financial plan in place. With its diverse population and unique mix of urban and rural areas, Parkersburg presents a complex financial landscape that can be difficult to navigate without expert guidance. A retirement planner can help residents understand their options for retirement savings, including 401(k)s, IRAs, and other investment vehicles, and can help them develop a comprehensive plan that takes into account their individual goals and needs. Additionally, a retirement planner can provide valuable advice on estate planning, tax planning, and other financial matters that can impact retirement savings and income. Whether you are just starting to think about retirement or are already in the midst of it, a retirement planner can help you make the most of your savings and investments and ensure a secure financial future.

How do I choose the right retirement planner?

A successful retirement planner in Parkersburg, WV must possess a plethora of important qualities. Firstly, they must have a deep understanding of the unique financial landscape of Parkersburg, which is characterized by a mix of traditional industries such as manufacturing and emerging sectors like healthcare and technology. Additionally, the planner must be well-versed in the latest retirement planning strategies and trends, such as Social Security optimization and tax-efficient withdrawal strategies. Moreover, they must be able to communicate complex financial concepts in a clear and concise manner, as well as be empathetic and patient when working with clients who may be anxious about their retirement prospects. Finally, the planner must be adaptable and able to adjust their strategies based on the individual needs and goals of each client, given that retirement planning is not a one-size-fits-all endeavor.

What are the best retirement plan providers in Parkersburg, WV?

Parkersburg, WV is home to a variety of top retirement plan providers, each offering unique options for retirees to ensure their financial security. One such provider is Edward Jones, which boasts a strong presence in the area and offers personalized investment strategies tailored to individual needs. Another notable provider is Fidelity Investments, which offers a wide range of retirement planning services, including 401(k) plans and IRA accounts. Additionally, Ameriprise Financial is a popular choice for those seeking comprehensive financial planning services, including retirement planning. With a diverse range of options available, retirees in Parkersburg can rest assured that their financial future is in good hands.

How do retirement planners get paid?

Retirement planners in Parkersburg, WV typically get compensated through a variety of methods. Some may charge a flat fee for their services, while others may work on a commission basis, earning a percentage of the investments they manage. Additionally, some planners may offer a hybrid model, combining both fee-based and commission-based compensation. It is important to note that in Parkersburg, WV, retirement planners are required to adhere to strict ethical and legal standards set forth by the state's regulatory bodies. This includes the West Virginia Board of Accountancy, which oversees the licensing and regulation of financial planners in the state. As such, those seeking retirement planning services in Parkersburg can rest assured that they are working with professionals who are well-trained and knowledgeable in their field.

Find the Best Retirement Planning Services in Parkersburg, WV

Get Help with Planning for Retirement

List of Firms

Top Retirement Planners in Parkersburg, WV

LPL Financial

SEC File# 801-10970

CRD# 6413

1 out of 5

914 Market St # 201B, Parkersburg, WV 26101, USA

(304) 865-1976

Directions

Goldsberry Wealth Strategies

4420 Rosemar Rd #202B, Parkersburg, WV 26104, USA

(304) 428-3300

http://www.raymondjames.com/goldsberryfinancialservices

Directions

Commonwealth Financial Services

SEC File# 801-77135

CRD# 165127

4 out of 5

585 College Pkwy, Parkersburg, WV 26104, USA

(304) 422-3531

http://www.cfswv.com/

Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed

Directions

Hall Financial Advisors

5 out of 5

1101 Rosemar Rd, Parkersburg, WV 26105, USA

(304) 865-4442

https://www.hallfa.com/

Directions

North Bend Wealth Management

417 Grand Park Dr Suite 102, Parkersburg, WV 26105, USA

(681) 588-5147

http://www.northbendwealth.com/

Directions

United Brokerage Services Inc

SEC File# 801-80804

CRD# 39062

514 Market St, Parkersburg, WV 26101, USA

(888) 424-6158

https://www.bankwithunited.com/personal-banking/investments-retirements

Directions

About Parkersburg, WV for Those Planning to Retire

Parkersburg, WV is a vibrant city with a rich history and a plethora of landmarks to explore. From the stunning Blennerhassett Island Historical State Park to the impressive Henderson Hall Plantation, there is no shortage of sights to see. The city is also home to a number of top employers, including DuPont, Camden Clark Medical Center, and the Bureau of Fiscal Services. Major highways such as I-77 and US-50 run through the city, making it easy to get around. The streets of Parkersburg are lined with charming neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet residential area or a bustling commercial district, Parkersburg has something to offer for everyone.

Nearby Locations

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

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Parkersburg, WV could benefit from a bank in a variety of ways. For example, a bank could provide loans to individuals who are looking to purchase a home in the area, which could be particularly helpful given that the median home value in Parkersburg is lower than the national average. Additionally, a bank could offer savings accounts and other financial products that could help residents save money for future expenses, such as college tuition or retirement. Furthermore, a bank could provide access to financial advisors who could help residents make informed decisions about their finances and investments. Overall, a bank could play an important role in helping residents of Parkersburg achieve their financial goals and improve their overall financial wellbeing.

Insurance Broker

Residents of Parkersburg, WV can benefit from the services of an insurance broker in a variety of ways. For one, an insurance broker can help individuals navigate the complex world of insurance policies and find the most suitable coverage for their specific needs. This is particularly important in Parkersburg, where residents may face unique risks and challenges due to the area's location near the Ohio River and the potential for flooding. Additionally, an insurance broker can help residents save money by finding the best deals and discounts on insurance policies, which is especially important in a city where many families may be struggling to make ends meet. Finally, an insurance broker can provide valuable guidance and support in the event of a claim, helping residents to navigate the often confusing and stressful process of filing a claim and receiving compensation. Overall, the services of an insurance broker can be a valuable asset to residents of Parkersburg, WV, providing them with the peace of mind and financial security they need to thrive in their community.

Wealth Management

Residents of Parkersburg, WV can greatly benefit from the guidance of a wealth manager in various ways. For instance, given the city's location in the Appalachian region, many residents may have limited financial knowledge or access to investment opportunities. A wealth manager can provide expert advice on how to invest and grow their wealth, taking into account their unique financial situation and goals. Additionally, with the recent closure of several major employers in the area, many residents may be facing job loss or financial insecurity. A wealth manager can help them navigate these difficult times by creating a personalized financial plan that includes strategies for income replacement, debt management, and budgeting. Furthermore, with the city's aging population, many residents may be concerned about their retirement savings and healthcare expenses. A wealth manager can offer guidance on how to maximize their retirement savings, plan for healthcare costs, and create a legacy for their loved ones.

Financial Advisor

Residents of Parkersburg, WV can benefit from the guidance of a financial advisor in several ways. Firstly, with a median household income of $36,000, many individuals may struggle to manage their finances effectively. A financial advisor can help them create a budget, prioritize their expenses, and identify areas where they can save money. Additionally, Parkersburg has a high poverty rate of 21.4%, which can make it difficult for residents to plan for their future. A financial advisor can help them set financial goals, such as saving for retirement or a child's education, and develop a plan to achieve them. Furthermore, with several large employers in the area, including DuPont and Hino Motors, residents may have access to employer-sponsored retirement plans. A financial advisor can help them navigate these plans and ensure they are making the most of their benefits. Overall, a financial advisor can provide valuable guidance and support to residents of Parkersburg as they navigate their financial journeys.

Mortgage Loan Officer

Residents of Parkersburg, WV could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, they could assist with navigating the complex and ever-changing housing market in the area, particularly as it relates to the unique economic conditions of the region. With a population of just over 30,000 people, Parkersburg is a relatively small city, but it is also the third-largest in the state of West Virginia. As such, it has its own set of challenges when it comes to securing affordable housing for its residents. A mortgage loan officer could help individuals and families in the area to identify the best loan options for their particular needs and circumstances, whether they are first-time homebuyers or seasoned investors. Additionally, they could provide guidance and support throughout the entire mortgage process, from pre-approval to closing.

Tax Services

Residents of Parkersburg, WV can greatly benefit from the expertise of a tax advisor in a variety of ways. With its diverse population and unique economic landscape, Parkersburg presents a range of tax-related challenges that can be best addressed by a knowledgeable advisor. For instance, many residents in the area work in the oil and gas industry, which can involve complex tax implications related to royalties, leasing agreements, and other factors. Additionally, small business owners in Parkersburg may need help navigating the intricacies of tax law, such as deductions and credits that can help them maximize their profits. A tax advisor can also assist residents with retirement planning, estate planning, and other long-term financial goals. Overall, a skilled tax advisor can provide invaluable guidance and support to residents of Parkersburg, helping them make informed decisions and achieve financial stability.

Estate Planning Lawyer

Residents of Parkersburg, WV can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their death. This is particularly important in Parkersburg, WV, where the median age is 42 years old, and the population is aging rapidly. An estate planning lawyer can also help residents reduce their tax liabilities by creating trusts and other tax-efficient strategies. Additionally, an estate planning lawyer can provide guidance on long-term care planning, including Medicaid planning, which is crucial for seniors in Parkersburg, WV, who may require nursing home care in the future. Overall, an estate planning lawyer can help residents of Parkersburg, WV, ensure that their wishes are carried out and their loved ones are protected long after they are gone.