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Michaels: Client Connections Remain Essential in Finance

Despite technological advancements transforming the financial industry, McKinley Carter Wealth Services Regional Manager and Financial Strategist Teresa Dolan Michaels believes the relationship between a financial strategist and a client will always remain at the center of the ...

Personal Relationships Key To Belmont Savings Bank’s Service

BELLAIRE — Mike Taylor is the vice president of lending at Belmont Savings Bank, a community bank headquartered in Bellaire that solely serves the Ohio Valley area. In his role leading the bank’s Business Relationship Management and Operations, Taylor wears many hats. He is the first ...

Fort Henry Advisers Keep Clients on Track

WHEELING — Fort Henry Capital is a Wheeling-based financial planning and management firm that helps people in the Ohio Valley and beyond plan for the financial future they want. Russell Dunkin, one of the founders and a financial adviser with Fort Henry, said he’s seen more remote client ...

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