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We'll Help You Climb Your Ideal Financial Mountain

At West Virginia Financial Solutions, we understand that individuals face unique challenges as they prepare for retirement.

We can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services.

We can help you address your needs of today and for many years to come.  We look forward to working with you.

Personalized Strategies

We create strategies that are tailored to your individual needs and goals, and adjust them to respond to life changes along the way.

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Creative Solutions

Our passion for planning means we strive to maintain a comprehensive understanding of your financial picture, and develop creative approaches to pursuing your goals.

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Core Beliefs

We believe in the value of local, independent financial advice.  We believe that:

  • the ideal client-advisor relationship depends upon Mutual Honesty, Transparency, and Trust
  • the ideal advisor is Ethical, Passionate, and Places a Client’s Needs First.
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You Are Our Most Valuable Investment

Our first priority is helping you take care of yourself and your family.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

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