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Investing in You

7033 Charleston Road

Walton, WV 25286

Phone:

844-782-2651

Fax:

304-577-6324

E-mail:

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Investing in You!

Welcome to Poca Valley Finanical! We are located in Poca Valley Bank in the Kanawha Valley of West Virginia. With a team of qualified investment managers, we are ready and prepared to assist you in all aspects of your financial needs.

At Poca Valley Financial, we value relationships. We take the time to understand our clients and consider their complete financial picture, offering customized solutions to help pursue their financial goals.

Contact Poca Valley Financial for your complimentary, no-obligation consultation today!

Investments are: Not FDIC/NCUSIF insured I May lose value I Not financial institution guaranteed I Not a deposit I Not insured by any federal government agency.

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Disability Income Insurance

How much Disability Income Insurance do you need?

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