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
  • Projecting a Happy Retirement
    A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among
  • Debt Optimization Strategies
    As part of improving your financial situation, you might consider reducing your debt load. A number of strategies can be used to pay off debt. However, before starting
  • Common Financial Wisdom: Theory vs. Practice
    In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or
  • Can I make charitable contributions from my IRA in 2016?
    Yes, if you qualify. The law authorizing qualified charitable distributions, or QCDs, has recently been made permanent by the Protecting Americans
  • Can I name a charity as beneficiary of my IRA?
    Yes, you can name a charity as beneficiary of your IRA, but be sure to understand the advantages and disadvantages.
    
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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.