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Find Retirement Advisors for Retirement Planning in West Virginia, Vienna

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 1 Retirement Planning firms in Vienna, West Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

373 Timberline Parkway,
Vienna, WV, 26105
$774,786,979485126
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Vienna, West Virginia

QualificationsFirm CRD# 324930

Assets Under Management $774,786,979

No. Of Clients4851

Clients Per Financial Advisor187

COMMONWEALTH FINANCIAL SERVICES is a financial advisory firm situated in Vienna, West Virginia. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4851 clients. The team consists of 26 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
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES)
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