Investment Management Firms Buckhannon WV

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

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. Robert P. Simmons, CFP®
(800) 505-2030
704 4th Avenue
Huntington, WV
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Education Planning, Estate Planning, Long-Term Care, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Brandon B. Roisman, CFP®
(304) 529-1000
1200 3rd Ave
Huntington, WV
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Mortgages, Retirement Planning, Wealth Management

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. William R. Elliott, CFP®
(304) 422-5424
2519 Ohio Avenue
Parkersburg, WV
Firm
Northwestern Mutual Investment
Areas of Specialization
Retirement Planning

Data Provided by:
Mr. Jeremy J. Lowe, CFP®
(304) 230-2400
2100 Market St.
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. David H. Mckinley, CFP®
(304) 230-2400
2100 Market Street
Wheeling, WV
Firm
McKinley Carter Wealth Service
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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