Investment Services Moundsville WV

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Moundsville. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mr. Gregory R. Metcalf (RFC®), RFP
(307) 723-5018
200 Ivy St
Weirton, WV
Company
Horizon Financial Group
Qualifications
Education: Ohio University, BBA FinanceCollege for Financial Planning's CFP Certification Professional Education Program
Years of Experience: 15
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection

Data Provided by:
Morgan Stanley
(800) 642-8683
500 Lee St East Ste 300
Charleston, WV
 
Wells Fargo Advisors
(304) 252-6221
122 Main Street
Beckley, WV

Data Provided by:
Kadylak Nick Invst
(304) 233-3312
1300 Chapline St
Wheeling, WV
 
Edward Jones Invstmnts
(304) 489-3550
2820 Pike St
Mineral Wells, WV
 
Mr. James G. Carrier (RFC®), CSA
(304) 204-2552
5098 West Washington Street, Suite 408
Charleston, WV
Company
Focus Financial Investment Group, LLC
Qualifications
Years of Experience: 29
Membership
IARFC, MDRT
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, LiabCover, Compensation Plans

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

Data Provided by:
F Denton Millsaps
(304) 487-3462
195 Elmer St
Princeton, WV
 
Legg Mason Wood Walker Inc
(304) 232-7333
1233 Main St
Wheeling, WV
 
Delaina Kucish
(304) 292-0858
827 Fairmont Rd Ste 202
Morgantown, WV
 
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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