Wealth Management in Jefferson County, WV

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List of Firms

Jefferson County, WV Wealth Management Firms

United Capital Shepherdstown
SEC File# 801-123434
CRD# 319087
5 out of 5
Location 8530 Shepherdstown Pike, Shepherdstown, WV 25443, USA
Phone (304) 876-2619
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
United Brokerage Services
SEC File# 801-80804
CRD# 39062
Location 106 W Washington St, Charles Town, WV 25414, USA
Phone (304) 724-3920
Directions
Hoxton Planning & Management
SEC File# 801-123434
CRD# 319087
Location 8530 Shepherdstown Pike, Shepherdstown, WV 25443, USA
Phone (304) 876-2619
Language https://hoxtonpm.com/
Directions
LII Wealth Management LLC
Location 5 Wirt St SW Suite 100, Leesburg, VA 20175, USA
Phone (571) 685-8259
Language https://www.liiwealthmanagement.com/
Directions
NTV Asset Management LLC
Location 170 Summers St Suite 200, Charleston, WV 25301, USA
Phone (304) 353-9090
Language http://www.ntvam.com/
Directions
Stewardship Investment Services
Location 67 Landon Way, Kearneysville, WV 25430, USA
Phone (503) 812-7302
Language http://stewardshipinvestmentservices.com/
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Wealth Management in Jefferson County, WV

Where Wealth Management Advisors in Jefferson County, WV Serve

Jefferson County, WV is a charming and historic area located in the eastern panhandle of West Virginia. Its rich history is evident in the numerous landmarks that dot the landscape, including the Harpers Ferry National Historical Park, the Charles Town Race Track, and the historic Jefferson County Courthouse. The top employers in the area include the Hollywood Casino at Charles Town Races, American Public University System, and Jefferson County Schools. These employers provide a diverse range of job opportunities for residents of the county. Major highways and streets in Jefferson County include Interstate 81, U.S. Route 340, and State Route 9. These thoroughfares provide easy access to nearby cities and towns, as well as neighboring states. The neighborhoods of Jefferson County are as diverse as they are unique. From the historic homes and tree-lined streets of Charles Town to the sprawling farms and estates of Shepherdstown, there is something for everyone in this vibrant community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jefferson County, WV can benefit from a bank in numerous ways. For instance, a bank can provide them with access to various financial services, including savings and checking accounts, loans, credit cards, and investment opportunities. Additionally, banks can help residents manage their finances by offering financial planning and budgeting advice. In Jefferson County, WV, where the economy is heavily reliant on agriculture, a bank can also help farmers with their financial needs, such as providing loans for equipment purchases and crop production. Furthermore, a bank can assist small business owners in the county by offering them loans to expand their businesses or invest in new ventures. Overall, a bank can be a valuable resource for residents of Jefferson County, WV, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Jefferson County, WV can greatly benefit from the services of an insurance broker. With the county being home to a diverse population, an insurance broker can provide tailored solutions to meet the specific needs of residents. For instance, homeowners in the county may require specialized coverage for natural disasters such as flooding and tornadoes, which are common in the area. Additionally, the county's growing population of young families may require comprehensive health insurance coverage that caters to their specific needs. An insurance broker can provide expert advice on the best insurance policies and coverage options available to residents, ensuring they are adequately protected against unforeseen events. Overall, an insurance broker's services can be invaluable to residents of Jefferson County, WV, providing them with peace of mind and financial security.

Retirement Planning

Residents of Jefferson County, WV could benefit from a retirement planner in a multitude of ways. Specifically, with the county's growing population of retirees, a retirement planner can assist in navigating the complex landscape of retirement options and financial planning. From Social Security benefits to Medicare enrollment, a retirement planner can provide expertise and guidance to ensure that residents are making informed decisions. Additionally, with the county's proximity to the Washington, D.C. metropolitan area, a retirement planner can assist in developing strategies for managing the high cost of living and potential tax implications. With the increasing complexity of retirement planning, a retirement planner can provide invaluable support to residents of Jefferson County, WV.

Financial Advisor

Residents of Jefferson County, WV can benefit from the expertise of a financial advisor in various ways. Given that the county is home to a diverse population, including retirees, young families, and small business owners, a financial advisor can provide tailored advice to meet their unique needs. For instance, a financial advisor can help retirees navigate the complexities of retirement planning, including managing their investments, creating a sustainable income stream, and minimizing taxes. On the other hand, young families can benefit from a financial advisor's guidance on saving for college, buying a home, and protecting their assets through insurance. Additionally, small business owners can rely on a financial advisor to help them with business planning, cash flow management, and succession planning. Overall, a financial advisor can help residents of Jefferson County, WV achieve their financial goals, no matter what stage of life they are in.

Mortgage Loan Officer

Residents of Jefferson County, WV can benefit from the expertise of a mortgage loan officer in several ways. These professionals can help residents secure financing for their dream home or investment property. With the county's proximity to Washington, D.C., many residents work in the city and require a mortgage loan officer who understands the unique challenges of securing a loan in a high-cost-of-living area. Additionally, Jefferson County has a rich history and several historic properties, which may require specialized financing options. A mortgage loan officer can help residents navigate the complexities of these types of loans. Furthermore, with the recent growth in the county's population, a mortgage loan officer can provide valuable insight into the local real estate market and help residents make informed decisions about their investments.

Tax Services

Residents of Jefferson County, WV can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, ranging from agriculture to tourism, tax laws and regulations can be complex and overwhelming. A tax advisor can assist residents in navigating the intricacies of tax codes, ensuring compliance with state and federal regulations, and maximizing deductions. Additionally, with the county's close proximity to Washington D.C., many residents may have unique tax situations, such as working in multiple states or receiving income from government contracts. A tax advisor can provide valuable insight and guidance on these complex tax matters. Overall, the knowledge and experience of a tax advisor can provide Jefferson County residents with peace of mind and potentially save them money in the long run.

Estate Planning Lawyer

Residents of Jefferson County, WV can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that includes wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. In Jefferson County, WV, where the median household income is $74,000, estate planning can be particularly important for those who have accumulated significant wealth. Furthermore, an estate planning lawyer can help residents navigate complex laws and regulations related to probate and estate administration, which can be especially challenging in a state like West Virginia, where the laws governing these processes can vary significantly from other states. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Jefferson County, WV, helping them protect their assets, minimize their tax liabilities, and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Jefferson County, WV are designed to help clients achieve their financial goals and secure their financial future. A wealth manager in Jefferson County, WV can provide a range of services, including investment management, financial planning, tax planning, estate planning, and retirement planning. With the unique economic landscape of Jefferson County, WV, a wealth manager can provide tailored advice and solutions that are specific to the local market. For instance, the wealth manager can help clients navigate the complex tax laws and regulations in Jefferson County, WV, and optimize their tax strategies to minimize their tax liability. Additionally, the wealth manager can help clients identify investment opportunities that are unique to the local market, such as investing in local businesses or real estate properties. With their burstiness and complexity, wealth managers in Jefferson County, WV can provide comprehensive financial solutions that are tailored to the specific needs and goals of their clients.

Jefferson County, WV stands out as the ultimate destination for anyone seeking the services of a wealth manager. The county boasts a thriving economy, with a diverse range of businesses and industries that make it an attractive investment hub. Moreover, Jefferson County is home to some of the most experienced and knowledgeable wealth managers in the region, who possess the skills and expertise necessary to help clients achieve their financial objectives. One unique aspect of Jefferson County is its rich history, which has helped shape its present status as a hub for wealth management. The county's historical sites, including Harpers Ferry National Historical Park, provide a glimpse into the past while also serving as a reminder of the importance of financial planning for the future. Overall, Jefferson County, WV is the ideal place to find a wealth manager who can help you navigate the complexities of investing and secure your financial future.