Wealth Management in Weirton, WV

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List of Firms

Weirton, WV Wealth Management Firms

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Cardinal Wealth Management
Location 626 N 4th St Suite 101, Steubenville, OH 43952, USA
Phone (740) 314-8342
Directions
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Cedro Wealth Management
Location 1000 Noble Energy Dr Suite 280, Canonsburg, PA 15317, USA
Phone (412) 385-1008
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Janet F. Kirk - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8226
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Justabout Wealth Management - Financial Advisory Firm
5 out of 5
Location 375 Southpointe Blvd Suite 360, Canonsburg, PA 15317, USA
Phone (724) 754-1440
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Michael Lintelman - RBC Wealth Management Financial Advisor
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4400
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SEC File# 801-55467
CRD# 108197
Location 135 Palm Dr, Weirton, WV 26062, USA
Phone (304) 723-6700
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3 Rivers Wealth Management Group, Inc
SEC File# 801-79876
CRD# 171351
Location 1370 Washington Pike #103, Bridgeville, PA 15017, USA
Phone (412) 235-4050
Directions
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Raymond Prendergast - TIAA Wealth Management Advisor
5 out of 5
Location 1399 Stewartstown Rd Suite 100, Morgantown, WV 26505, USA
Phone (855) 842-2088
Directions
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New Beginnings Wealth Advisors
Location 451 Valley Brook Rd, Canonsburg, PA 15317, USA
Phone (724) 655-3010
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People's Bank (Weirton, West Virginia)
Location 3383 Main St, Weirton, WV 26062, USA
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Southpointe Wealth Advisors
Location 4000 Town Center Blvd, Canonsburg, PA 15317, USA
Phone (877) 320-9149
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Anthony Investment Management
Location 2 22nd St Suite 301, Wheeling, WV 26003, USA
Phone (304) 905-1394
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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
Directions
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First Financial Partners
Location 3660 Pennsylvania Ave # 2, Weirton, WV 26062, USA
Phone (304) 723-4596
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Robert Capito, CFP
Location 200 Ivy Ln, Weirton, WV 26062, USA
Phone (304) 723-5018
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Petrella Wealth Management
5 out of 5
Location 110 Lovers Ln, Steubenville, OH 43952, USA
Phone (740) 314-8240
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Marbury Asset Management LLC
Location One Gateway Center, 420 Fort Duquesne Blvd Suite 750, Pittsburgh, PA 15222, USA
Phone (412) 745-4545
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Herman, Starr, & Barth Wealth Management
Location 2200 Georgetown Dr Ste 400, Sewickley, PA 15143, USA
Phone (800) 833-2020
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Wealth Management in Weirton, WV

Where Wealth Management Advisors in Weirton, WV Serve

Weirton, WV is a bustling city nestled in the northern panhandle of West Virginia. It boasts a plethora of landmarks, including the Weirton Steel Mill, which has been a major employer in the area for decades. Other notable landmarks include the Mary H. Weir Public Library, the Weirton Medical Center, and the Millsop Community Center. Top employers in Weirton include the Weirton Steel Mill, ArcelorMittal, and the Weirton Medical Center. These companies provide a significant amount of jobs and contribute greatly to the local economy. Major highways that run through Weirton include US Route 22 and WV Route 2, which provide easy access to nearby cities such as Pittsburgh and Wheeling. Streets such as Main Street and Pennsylvania Avenue are bustling with activity, with numerous shops and restaurants lining the sidewalks. Weirton is home to several distinct neighborhoods, including Marland Heights, which features beautiful homes and scenic views of the Ohio River.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Weirton, WV can benefit from a bank in several ways. For instance, a bank can provide residents with access to financial resources that can help them achieve their financial goals. This is particularly important in Weirton, WV, where the cost of living is relatively high compared to the average income. A bank can help residents to save money, invest in their future, and secure loans for various purposes, such as buying a home or starting a business. Additionally, banks can offer financial education and resources to help residents manage their money effectively and make informed decisions about their finances. This can be especially useful in Weirton, WV, where many residents may not have had access to financial education or resources in the past. Overall, a bank can be an invaluable resource for residents of Weirton, WV, helping them to achieve financial stability and security in an increasingly complex and challenging economic landscape.

Insurance Broker

Residents of Weirton, WV would greatly benefit from the services of an insurance broker. With the town's economy heavily dependent on the steel industry, many residents work in physically demanding jobs that put them at a higher risk for injury. An insurance broker could help these workers find affordable and comprehensive health insurance plans that cover potential work-related injuries. Additionally, Weirton experiences harsh winters with heavy snowfall and icy roads, increasing the likelihood of car accidents. An insurance broker could assist residents in finding auto insurance policies that provide adequate coverage for these types of accidents. Furthermore, with the town's proximity to the Ohio River, flood insurance may be necessary for some residents. An insurance broker could help navigate the complexities of flood insurance and ensure that residents have the appropriate coverage in case of a flood. Overall, an insurance broker could provide invaluable assistance to the residents of Weirton, WV, helping them find the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Weirton, WV could greatly benefit from the services of a retirement planner. With a population of just over 18,000, Weirton is a small city that has a high concentration of retirees. A retirement planner can help these retirees navigate the complex world of retirement planning, which includes things like managing pensions, social security benefits, and investments. Additionally, a retirement planner can help residents of Weirton plan for unexpected expenses, such as healthcare costs, which can be particularly challenging for retirees. By working with a retirement planner, residents of Weirton can ensure that they are making the most of their retirement savings and are able to maintain a comfortable standard of living throughout their retirement years.

Financial Advisor

Residents of Weirton, WV could greatly benefit from the services of a financial advisor. With the city's economy heavily reliant on the steel industry, many residents may struggle with job security and financial stability. A financial advisor could assist in creating a budget and savings plan, as well as provide guidance on investing in the stock market or retirement planning. Additionally, with the city's proximity to the Ohio River, many residents may have unique financial considerations related to flood insurance and property damage. A financial advisor could provide valuable insight on how to protect assets in the event of a natural disaster. Overall, a financial advisor could provide peace of mind and help residents of Weirton, WV achieve their financial goals.

Mortgage Loan Officer

Residents of Weirton, WV would greatly benefit from the expertise of a mortgage loan officer. With the city's population of approximately 19,000, many residents are likely in need of guidance when it comes to purchasing or refinancing a home. The loan officer could assist with navigating the complex process of obtaining a mortgage, including determining eligibility, selecting the right loan program, and securing the best interest rate. Additionally, with Weirton's proximity to both Pittsburgh and Wheeling, residents may have unique employment situations that require a loan officer with knowledge of both West Virginia and Pennsylvania mortgage regulations. With the help of a mortgage loan officer, residents of Weirton can feel confident in their ability to make informed decisions about their home financing options.

Tax Services

Residents of Weirton, WV could greatly benefit from the assistance of a tax advisor in a multitude of ways. One specific area where a tax advisor could be of great help is in navigating the complex tax laws surrounding the steel industry, which is a major employer in the area. A tax advisor could provide guidance on deductions and credits specific to the industry, as well as help residents understand how changes in the industry may impact their taxes. Additionally, a tax advisor could assist with estate planning and ensuring that residents are taking advantage of all available tax breaks and incentives. With the ever-changing tax landscape, having a knowledgeable and experienced tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Weirton, WV can benefit from the services of an estate planning lawyer in several 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 especially important in Weirton, WV, where the population is aging, and many residents are concerned about leaving their assets to their loved ones. An estate planning lawyer can help residents create a will, establish trusts, and make other arrangements to ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents minimize their tax liability and protect their assets from creditors or legal claims. This can be particularly important for residents of Weirton, WV, who may be concerned about the impact of estate taxes on their heirs. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Weirton, WV, as they plan for the future and protect their assets.

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