Welcome to Poca Valley Financial

We would like to welcome you to Poca Valley Financial's  web site. The purpose of this site is threefold.

First we want to give our clients a place to go to find out what is happening at Poca Valley Financial and to have an easy way of communicating with us, at your convenience.

Second, we want you to have access to the latest information available regarding your accounts and us in a centralized location.

Lastly, we will be providing information on planning and investing that we will believe is relevant to our clients. We want you to know how much we value these relationships as well. It is our hope that by putting this type of information at your fingertips we can continue to provide the services you have come to expect from us.

Whether you are using the calculators, market snapshot or one of our other options we have made available for you, we hope that you will find this new addition to Poca Valley Financial enjoyable and beneficial.

If you have any comments or questions please feel free to contact us. Thanks for visiting.

Latest Video Client Alert
Market Summary
Newsletters
  • Four Questions to Ask Before You Open Your Wallet
    Even if you have the best of intentions, it's easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped during the
  • Helping Your Parents Manage Their Finances
    As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own
  • Importance of Timing a Roth IRA Conversion: An Example
    Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason
  • How can college students save and spend money wisely?
    College is a pivotal time in a young adult's life. Students gain a sense of independence that is accompanied by responsibility--especially when it
  • I'm having trouble paying my student loans. Do I have any options?
    If you or someone you know is having difficulty paying back student loans, consider investigating the government's three income-driven repayment
    
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Securities offered through Woodbury Financial Services, Inc., Member FINRA & SIPC. P.O. Box 64284, St. Paul MN 55164 651-738-4000 www.woodburyfinancialservices.com
Poca Valley Financial, Inc. and Woodbury Financial Services, Inc are not affiliated entities.

Products and Services sold by Poca Valley Financial.

Are Not Bank Guaranteed

Are Not FDIC Insured

May Lose Value

Are Not Bank Deposits

Are Not Guaranteed By Any Government Agency

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of OH, PA and WV. No offers may be made or accepted from any resident outside the specific states referenced




This communication is strictly intended for individuals residing in the state(s) of OH, PA and WV. No offers may be made or accepted from any resident outside the specific states referenced.