For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Morgan Stanley Smith Barney (304) 353-9035
500 Lee St E Ste 300 Charleston, WV 25301-3208 View on Map (304) 353-9035
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Life Planning
CNB Bank (301) 660-0522
101 S Washington St Berkeley Springs, WV 25411-1569 View on Map (717) 261-3647
Compensation Method: Salary Minimum Investable Assets: None Provided Languages: English
Ameriprise Financial Services, (304) 263-4343
1270 Winchester Ave Martinsburg, WV 25405-5019 View on Map (304) 263-4343
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Insurance Outfitters, Inc. (304) 876-0822
7866 Martinsburg Pike Shepherdstown, WV 25443-4791 View on Map (304) 876-0822
Specialties: Business Succession Planning, Employee and Employer Plan Benefits, Insurance Planning, Long-Term Care
Raymond James & Associates, Inc. (304) 522-0002
750 4th Ave Fl 1 Capital Centre Huntington, WV 25701-1424 View on Map (304) 522-0002
Specialties: Asset Allocation, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Retirement Income Management
TRANSAMERICA NETWORK (304) 289-3928
RR 1 Box 189C Burlington, WV 26710-9622 View on Map (304) 289-3928
Compensation Method: Fee Only Minimum Investable Assets: $10,000 Languages: English
Specialties: Estate Planning
Horizon Financial Solutions (304) 760-8715
97 Chase Dr Hurricane, WV 25526-8937 View on Map (304) 760-8715
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Sterling Financial Management, Inc (301) 992-1870
319 Panorama Dr Martinsburg, WV 25403-6657 View on Map (301) 992-1870
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Comprehensive Financial Planning
McKinley Carter Wealth Service (304) 230-2400
2100 Market St Ste 300 Wheeling, WV 26003-3828 View on Map (304) 230-2400
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Income Management
Raymond James Financial (304) 325-7334
1707 Jefferson St Bluefield, WV 24701-4013 View on Map (304) 325-7334
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
A&F Financial Advisors, LLC (304) 346-0441 x3308
PO Box 2629 Charleston, WV 25329-2629 View on Map (304) 346-0441
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Investment Management
Innovative Investments Inc. (304) 636-3557
102 S Randolph Ave Elkins, WV 26241-3715 View on Map (304) 636-3557
Compensation Method: Commission Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
The Huntington Investment Company (304) 348-5097
900 Lee St E Fl 2 Charleston, WV 25301-1741 View on Map (304) 348-5097
Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Wealth Management
Cunningham Powell Alexander, A.C. (304) 594-1053
1544 Mileground Rd Morgantown, WV 26505-3749 View on Map (304) 292-9469
Compensation Method: Commission and Fee Minimum Investable Assets: $300,000 Languages: English
Specialties: Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning
Northwestern Mutual Investment (740) 434-5553
2519 Ohio Avenue Parkersburg, WV 26101-1920 View on Map (304) 422-5424
Specialties: Retirement Planning
JeffersonWhitney (304) 397-6517
3466 Teays Valley Rd Hurricane, WV 25526-9279 View on Map (304) 397-6517
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits
JERRY W HANWELL, CPA,CFP (304) 727-1120
839 Observatory Dr Saint Albans, WV 25177-3864 View on Map (304) 727-1120
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Estate Planning, Retirement Planning, Tax Planning, Tax Preparation
Greenbrier Capital Corporation (304) 525-3969
200 S Jefferson St Lewisburg, WV 24901-1317 View on Map (304) 645-6943
Compensation Method: Commission and Fee Minimum Investable Assets: $300,000 Languages: French, English
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Ameriprise Financial (304) 253-4923
189 Dry Hill Rd Beckley, WV 25801-2600 View on Map (304) 253-8515
SP Financial Strategies, LLC (304) 242-6364
1341 National Road PO Box 2009 Wheeling, WV 26003-5705 View on Map (304) 242-6364
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning