The 5 Best Financial Planning Firms Around Wheeling

Selecting a financial planning firm is one of the most important decisions an individual or family can make. It requires trust, shared vision, and expert guidance. The Best of the Ohio Valley Readers' Choice 2024 highlights five firms near Wheeling that are dedicated to helping clients manage investments, plan for retirement, and secure their financial future through comprehensive, personalized strategies.

Wesbanco Securities

As part of a major regional institution, Wesbanco Securities (Multiple Locations, Wheeling, WV Area) leverages extensive resources to provide a wide array of financial services. Voted among the best, they are recognized for offering Full-Service Investment and Brokerage Solutions. Their strength lies in providing clients with comprehensive access to market insights, diverse investment products, and sophisticated retirement planning tools.

Commonwealth Financial Services

Based at 21 Warden Run Rd in Wheeling, Commonwealth Financial Services is acknowledged for its commitment to holistic and personalized financial guidance. Readers value their focus on developing Customized Financial Roadmaps that integrate long-term goals, risk tolerance, and estate planning considerations, helping clients navigate complex financial decisions with clarity.

Glessner & Associates

Glessner & Associates (2084 National Rd, Wheeling, WV) distinguishes itself by seamlessly integrating legal and financial services. While they excel in estate planning, they are also recognized here for providing Holistic Financial Strategy and Asset Protection. Their approach ensures that financial decisions are made with the appropriate legal structures in place, optimizing tax efficiency and long-term security.

Hazlett Burt & Watson Inc

Located at 1300 Chapline St in Wheeling, Hazlett Burt & Watson Inc has a long-standing reputation for trusted advice and client longevity. They are celebrated for their expertise in Wealth Management and Retirement Income Planning. The firm focuses on building enduring relationships, helping clients manage significant wealth and transition successfully into and through their retirement years.

Rohrig Financial

Rohrig Financial (1031 National Rd, Wheeling, WV) is recognized by the community for its dedicated and client-centric investment advice. They are valued for providing Independent, Fiduciary Investment Guidance, ensuring that client interests always come first. The firm helps individuals and families build and preserve their assets through thoughtful portfolio construction and consistent financial discipline.

Thanks, Gemini.