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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
  • Mid-Year 2016: An Investment Reality Check
    Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all
  • Q&As on Roth 401(k)s
    The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it's more likely than not that you can make Roth contributions to your 401(k)
  • Finding and Claiming Forgotten Funds
    As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
    Once U.S savings bonds have reached maturity, they stop earning interest. Prior to 2004, you could convert your Series E or EE savings bonds for
  • How many types of government savings bonds are there, and what's the difference between them?
    While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury
    
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.