Top 10 Financial Services Companies in Charleston

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Below is the list of Top 10 Financial Services Companies in Charleston ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Charleston

1. Jacobs Financial

Industry: Financial Services

Location: Charleston, West Virginia

Website: jacobs-financial.com

Company Founded: 1973

Company Size: 1-10

Jacobs Financial Contact Details

Name Title LinkedIn Phone Email
Aifâ David M. Jacobs Cfpâ Partner
Andrew Jacobs Senior Partner And Wealth Management Advisor
Tyler Walz Wealth Management Advisor
James Jacobs Partner And Founder
Quentin Jacobs Business Owner
Requires/Intent
Customer Relationship Management (CRM)
Blockchain & Cryptocurrency Solutions
and more

2. Freedom Financial Insurance Group

Industry: Financial Services

Location: Charleston, West Virginia

Website: theffig.com

Company Founded: 2016

Company Size: 11-50

Company Address: 405 Capitol Street, Charleston, West Virginia, United States

Freedom Financial Insurance Group Contact Details

Name Title LinkedIn Phone Email
Derek Deprospero Agency Director
Frc Brian Ross Federal Retirement Consultant
Carol Riley Insurance Agent
Vanessa Garcia Administrative Assistant
Requires/Intent
Banking & Payment Processing
AI-powered Financial Insights
Legal Compliance & Advisory
Mobile App Development For Financial Services
and more

3. Division Of Veterans Affairs

Industry: Financial Services

Location: Charleston, West Virginia

Company Size: 1-10

Division Of Veterans Affairs Contact Details

Name Title LinkedIn Phone Email
Gina Screen Acting Executive Director - Office Of Communications - Veterans Health Administration
Requires/Intent
Quality Control & Assurance
HR & Talent Acquisition
Legal Compliance & Advisory
and more

4. Pioneer Wv Federal Credit Union

Industry: Financial Services

Location: Charleston, West Virginia

Company Size: 11-50

Company Address: 1320 Kanawha Boulevard East, Charleston, West Virginia, United States

Pioneer Wv Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Travis Mcgrath Vice President Of Branch Operations
Requires/Intent
Blockchain & Cryptocurrency Solutions
API Integration For FinTech
and more

5. Members Choice Wv Federal Credit Union

Industry: Financial Services

Location: Charleston, West Virginia

Website: memberschoicewv.com

Company Founded: 1942

Company Size: 11-50

Company Address: 201 Ohio Avenue, Charleston, West Virginia, United States

Members Choice Wv Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Gabrielle Mcclure Marketing Director
Brian Bess Mortgage Loan Originator
Sherie Whitecotton Dsp
Requires/Intent
Treasury & Cash Flow Management
Financial Auditing & Reporting
and more

6. Capital Insurance Group Wv

Industry: Financial Services

Location: Charleston, West Virginia

Website: cigwv.com

Company Founded: 2016

Company Size: 11-50

Company Address: 184 Summers Street, Charleston, West Virginia, United States

Capital Insurance Group Wv Contact Details

Name Title LinkedIn Phone Email
Adam Daugherty Director Of Sales
Requires/Intent
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
Technology Consulting
and more

7. Affiliated Financial Group Inc.

Industry: Financial Services

Location: Charleston, West Virginia

Website: afingrp.com

Company Founded: 2019

Company Size: 1-10

Company Address: 4508 1 2 Pennsylvania Avenue, Charleston, West Virginia, United States

Affiliated Financial Group Inc. Contact Details

Name Title LinkedIn Phone Email
Glenn English Registered Financial Represenative
Requires/Intent
ESG & Sustainable Finance Consulting
Credit Rating & Analysis
Banking & Payment Processing
API Integration For FinTech
and more

8. Kanawha Valley Fine Jewelry

Industry: Financial Services

Location: Charleston, West Virginia

Website: kvpawn.com

Company Size: 1-10

Company Address: 5474 Big Tyler Road, Charleston, West Virginia, United States

Kanawha Valley Fine Jewelry Contact Details

Name Title LinkedIn Phone Email
Jason Cartwright General Manager
Megan Kinslow Commission Sales Associate
Joshua Taylor Customer Service And Sales
Requires/Intent
Loan Origination & Servicing Platforms
Cloud Computing Solutions
Digital Payment & Subscription Solutions
and more

9. West Virginia National Guard Federal Credit Union

Industry: Financial Services

Location: Charleston, West Virginia

Website: wvngfcu.com

Company Size: 1-10

Company Address: 1512 Coonskin Drive, Charleston, West Virginia, United States

West Virginia National Guard Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Todd Farrar Recrutier
Requires/Intent
Business Strategy & Growth Consulting
Online Advertising & SEO
Treasury & Cash Flow Management
and more
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Charleston Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Aifâ David M. Jacobs Cfpâ Jacobs Financial Partner
2 Andrew Jacobs Jacobs Financial Senior Partner And Wealth Management Advisor
3 Tyler Walz Jacobs Financial Wealth Management Advisor
4 James Jacobs Jacobs Financial Partner And Founder
5 Quentin Jacobs Jacobs Financial Business Owner
6 Derek Deprospero Freedom Financial Insurance Group Agency Director
7 Frc Brian Ross Freedom Financial Insurance Group Federal Retirement Consultant
8 Carol Riley Freedom Financial Insurance Group Insurance Agent
9 Vanessa Garcia Freedom Financial Insurance Group Administrative Assistant
10 Gina Screen Division Of Veterans Affairs Acting Executive Director - Office Of Communications - Veterans Health Administration
11 Travis Mcgrath Pioneer Wv Federal Credit Union Vice President Of Branch Operations
12 Gabrielle Mcclure Members Choice Wv Federal Credit Union Marketing Director
13 Brian Bess Members Choice Wv Federal Credit Union Mortgage Loan Originator
14 Sherie Whitecotton Members Choice Wv Federal Credit Union Dsp
15 Adam Daugherty Capital Insurance Group Wv Director Of Sales
16 Glenn English Affiliated Financial Group Inc. Registered Financial Represenative
17 Jason Cartwright Kanawha Valley Fine Jewelry General Manager
18 Megan Kinslow Kanawha Valley Fine Jewelry Commission Sales Associate
19 Joshua Taylor Kanawha Valley Fine Jewelry Customer Service And Sales
20 Todd Farrar West Virginia National Guard Federal Credit Union Recrutier