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Find Retirement Advisors for Retirement Planning in West Virginia, Hurricane

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 2 Retirement Planning firms in Hurricane, West Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3981 Teays Valley Rd,
Hurricane, WV, 25526-9080
$708,247,570220012
A percentage of AUM
2

18 Chase Drive, Chase Park
Hurricane, WV, 25526
$212,837,0726964
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Hurricane, West Virginia

QualificationsFirm CRD# 105708

Assets Under Management $708,247,570

No. Of Clients2200

Clients Per Financial Advisor183

LOC INVESTMENT ADVISERS is a financial advisory firm situated in Hurricane, West Virginia. With a nearly $708M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2200 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 128699

Assets Under Management $212,837,072

No. Of Clients696

Clients Per Financial Advisor174

IRONWOOD WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Hurricane, West Virginia. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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