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Christmas without Cash Buckhannon WV

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Buckhannon, WV. We have compiled a list of businesses and services around Buckhannon, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. Lance D. Koury, CFP®
(304) 472-8483
3 E Main St
Buckhannon, WV
Firm
Ameriprise Financial Services
Areas of Specialization
Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Edward Jones
(888) 891-1467
6113 Main St
Jane Lew, WV

Data Provided By:
James Winter
Mountaineer Financial Planning, LLC
(304) 722-2065
410 6th Avenue
St. Albans, WV
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Tim A. Roberts, CFP®
(304) 233-1185
44 15th St
Wheeling, WV
Firm
McCoy Wealth Management LLC.
Areas of Specialization
Asset Allocation, Business Succession Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. Stephen W. Hussey, CFP®
(304) 485-9000
3001 Murdoch Ave
Parkersburg, WV
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Chase Bank
(304) 472-5522
15 Madison St
Buckhannon, WV
Type
Drive-up

Archibald Hoxton
Hoxton Financial, Inc.
(304) 876-2619
8530 Shepherdstown Pike
Shepherdstown, WV
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. John D. Williams, CFP®
(304) 760-6000
18 Chase Drive
Hurricane, WV
Firm
Ironwood Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Howard J Bertram, CFP®
(304) 243-7518
2207 National Rd
Wheeling, WV
Firm
WesBanco Securities
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Dale A. Goff, CFP®
(304) 352-8200
330 Association Drive
Charleston, WV
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,001 - $100,000

Profession: Not Applicable

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