JDS Investments

McKenzie Riedel Wealth Management in Wheeling, WV is dedicated to helping clients achieve their personal financial objectives through a rigorous and disciplined process. By listening closely to clients' needs and wishes, they develop tailored financial plans in a plain, simple-to-understand manner with no technical jargon. Backed by the resources and expertise of a nationally recognized financial services company, McKenzie Riedel Wealth Management offers independent, objective, and unbiased solutions to help clients succeed financially. Their approach includes implementing cost-effective strategies and regularly reviewing and adjusting plans as needed.Generated from the website

Wells Fargo Advisors in Wheeling, WV is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to clients. The branch is staffed by experienced Financial Advisors, including John Creamer, Heidi Missett, and Philip Scenna, who are dedicated to helping clients navigate investment risks and achieve their financial goals. With a focus on personalized service, Wells Fargo Advisors in Wheeling aims to provide comprehensive financial solutions tailored to individual needs.Generated from the website

Mckinley Carter Wealth Services is an SEC registered independent wealth management firm located in Wheeling, WV. Their team is dedicated to providing a range of services including wealth management, retirement plan services, investment management, and nonprofit advisory services. Based in the historic Bennett Square building in downtown Wheeling, Mckinley Carter's Wheeling team is actively involved in local nonprofit initiatives and philanthropic causes. With a focus on areas such as business succession planning, landowner mineral rights, and generational wealth coaching, they offer expertise in financial autonomy, risk management, and strategic development for nonprofit organizations. Generated from the website