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Heritage Investment Group IncFinancial advisor in Charleston, WV

Heritage Investment Group Inc is a financial advisor at 318 5th Ave, Charleston, WV 25303, ranked #7 of 12 financial advisors in Charleston and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charleston, WVUpdated 0 paid placements in any rankingHow we rank

Call (304) 414-4080Website ↗

Key facts

Key facts about Heritage Investment Group Inc
Address318 5th Ave, Charleston, WV 25303Get directions
Phone(304) 414-4080
Websiteheritagegroupinc.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charleston and 3 towns within 25 miles: South Charleston, Saint Albans and Teays Valley.

Based in Charleston, WVView on map

Opening hours

Opening hours for Heritage Investment Group Inc
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Heritage Investment Group Inc

How is Heritage Investment Group Inc ranked in Charleston?

Heritage Investment Group Inc is ranked #7 of 12 financial advisors in Charleston by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Investment Group Inc’s hours?

Heritage Investment Group Inc is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heritage Investment Group Inc serve?

Serves Charleston and 3 towns within 25 miles: South Charleston, Saint Albans and Teays Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Investment Group Inc?

Heritage Investment Group Inc has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Investment Group Inc?

Call Heritage Investment Group Inc on (304) 414-4080. The business is at 318 5th Ave, Charleston, WV 25303. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Investment Group Inc compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Heritage Investment Group Inc (this business)—635.0 (3)NoNo
Wells Fargo Advisors#5634.5 (4)——3.4 mi
Fourth Avenue Financial#6635.0 (3)NoNo3.3 mi
United Bank#8624.3 (12)NoNo14.5 mi

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