Verified Charleston financial advisors companies for wealth management, retirement planning, estate and tax strategy - serving East End, Kanawha City, South Hills, Elk City, Cross Lanes, St Albans and beyond.
Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.
The Kanawha Valley has old housing stock, real winters and river-town flooding. West Virginia homeowners value a trade that stands behind the work. When you compare financial advisors quotes in Charleston, ask every company the same three questions: are you licensed and insured for this exact work, who is actually showing up (your crew or a sub), and what does the warranty cover in writing.
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