The 5 Best Financial Service/Planning Companies Around Martinsburg

Smart financial planning builds confidence, security, and opportunity — and the Eastern Panhandle is home to professionals who excel at guiding individuals and businesses toward success. The Best of the Best contest highlights firms and advisors who combine trusted experience with personalized service to help clients plan, invest, and prosper.

Bank of Charles Town

Bank of Charles Town (BCT) continues to set the regional standard for comprehensive financial services. With multiple locations across the Panhandle, BCT provides personal and business banking, investment guidance, and long-term planning solutions. Their team focuses on integrity, education, and relationship-building — helping clients reach financial goals with confidence. BCT’s legacy of local service and community engagement makes it a pillar of regional financial strength.

City National Bank

City National Bank in Inwood offers a full suite of financial and planning services for both individuals and businesses. From personal savings plans to commercial lending and retirement preparation, the bank tailors strategies to fit every stage of life. Known for its responsive staff and forward-thinking approach, City National combines traditional banking values with modern financial insight.

Equitable Advisors

Equitable Advisors in Martinsburg provides professional financial planning and investment management with a personal touch. Their advisors help clients navigate retirement planning, insurance solutions, and wealth-building strategies with transparency and care. Backed by a nationwide network and local expertise, Equitable Advisors empowers clients to make confident financial decisions built for the long term.

CNB Bank

CNB Bank offers the perfect blend of hometown service and big-bank capability. With offices in Martinsburg and surrounding communities, CNB provides financial planning, business consulting, and investment solutions tailored to each client’s goals. Their focus on trust and accountability has made them a go-to institution for families and entrepreneurs alike.

Edward Jones

Edward Jones in Martinsburg brings a personal, relationship-driven approach to financial advising. Specializing in retirement strategies, education savings, and investment planning, their advisors work one-on-one with clients to create customized roadmaps for success. With a commitment to long-term relationships and thoughtful guidance, Edward Jones remains a cornerstone for individuals seeking steady, informed financial growth.

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