Hazlett Burt & Watson Inc - Wheeling, West Virginia

Introduction to Hazlett Burt & Watson Inc.

Hazlett Burt & Watson Inc. stands as a notable entity within the financial services sector, specifically recognized for its expertise in providing comprehensive financial guidance and brokerage services. Operating from its Wheeling, West Virginia headquarters, the firm offers a range of services tailored to meet the diverse needs of individual investors and potentially small to medium-sized entities seeking sound financial advice. The recommendation presented here focuses on the core aspects of the company, its accessibility, and client engagement.

Location and Accessibility

Located at 1300 Chapline St, Wheeling, WV 26003, Hazlett Burt & Watson Inc. is strategically positioned in Wheeling, a major city in West Virginia. This location provides convenient access for clients within the Wheeling metropolitan area and surrounding regions. The firm demonstrates a commitment to accessibility by ensuring its physical premises are equipped with wheelchair-accessible features. Specifically, the company boasts a wheelchair-accessible car park and a wheelchair-accessible entrance, making the facility welcoming and usable for individuals with mobility challenges. This attention to physical accessibility is a noteworthy aspect for potential clients who require such accommodations.

Core Specialties and Services

Hazlett Burt & Watson Inc. specializes in two primary financial areas: Stock Broker services and Financial Planning. As a stock broker, the company assists clients in buying and selling securities, providing market insights, executing trades, and managing investment portfolios according to the clients' objectives and risk tolerance. This role involves a deep understanding of market dynamics and the ability to offer personalized investment strategies.

Complementing its brokerage services, the firm also functions as a Financial Planner. This role involves a more holistic approach to client financial wellness. Financial planners at Hazlett Burt & Watson typically work with clients to assess their current financial status, set clear financial goals (whether short-term or long-term), create comprehensive plans to achieve those goals, and regularly review and adjust these plans as life circumstances or market conditions change. This planning often encompasses investment management, retirement planning, tax strategies, insurance needs, and estate planning considerations.

Contact Information and Engagement

For those seeking further information or wishing to establish contact, Hazlett Burt & Watson Inc. provides traditional channels. The main telephone number, 304-233-3312, is listed and can be dialed directly via the provided link. This direct line allows potential clients or existing customers to inquire about services, schedule consultations, or address specific questions regarding investment strategies or financial planning needs. Additionally, the company maintains a website, accessible at www.hazlettburt.com. While the provided details are minimal, the website likely offers further information about the firm's services, potentially its team members, and ways to connect, should the direct phone contact not suffice or for those preferring online communication.

For individuals specifically interested in the firm's presence and reputation within the local community and online platforms, it is noted that Hazlett Burt & Watson Inc. maintains a profile on Google My Business. According to the information provided, the company has accumulated 1 reviews on this platform. Notably, the average rating derived from these reviews is a perfect 5 out of 5 stars. This high average suggests a consistently positive client experience, although the single review count indicates a need for more customer feedback to fully gauge the breadth of client satisfaction over time.

Considerations for Potential Clients

If you are contemplating engaging the services of Hazlett Burt & Watson Inc., several key considerations should guide your decision-making process. Firstly, a clear understanding of your own financial goals and risk tolerance is essential before entering into any advisory or brokerage relationship. Secondly, while the firm's online presence and single Google review offer some insight, conducting further due diligence through additional reviews, potentially industry reputation, and understanding the specific qualifications and approach of any financial advisor you might work with is highly recommended. Thirdly, be prepared for a conversation about fees, investment minimums, and the types of financial products or strategies the firm typically employs. The accessibility features mentioned are important if you anticipate needing physical access for meetings or documents.

Conclusion

In conclusion, Hazlett Burt & Watson Inc. presents itself as a local financial services firm offering specialized expertise in stock broking and financial planning. Based in Wheeling, West Virginia, the company provides a tangible point of contact for clients seeking investment management and comprehensive financial guidance. The inclusion of wheelchair accessibility features demonstrates a consideration for diverse client needs, while the availability of contact via phone and website facilitates engagement. The perfect 5-star rating from one Google review suggests potential client satisfaction, but further independent research is advisable for a complete picture. For individuals seeking professional financial advice within the Wheeling area, Hazlett Burt & Watson Inc. is a company worth exploring further through direct contact and potentially additional market research.