Skip Navigation Logins Toggle Menu Full-Service Approach1 A closer look at our full service approach. Planning the financial future that you deserve raises tough questions. How much will I need for retirement? How much do I need to save? What types of investments would work best? At WesBanco, we pride ourselves on helping people like you find answers to tough questions through the process of financial planning. Learn More See How Can WesBanco Help With: Retirement Planning Retirement Income Planning Education Planning Accumulation Planning Insurance Planning Estate Planning What is WesTrak Financial Navigator? WesTrak Financial Navigator is WesBanco Securities’ financial planning process to help you take control of your financial life. By employing professional planning methods and sophisticated computer analysis, we guide you through the steps to prepare for the future financial needs. The WesTrak Financial Navigator process begins with a simple discussion with your WesBanco Securities advisor, who will help you define your goals and take inventory of your financial resources. You will then receive an easy to comprehend report that will help you understand your current financial situation and your progress toward reaching those goals. Based on this analysis, your advisor will then assist you in developing a plan of action. How Can WesBanco Securities help you? Your WesBanco Securities advisor will work with you to develop a personalized plan based on your investment goals. Using our WesTrak planning system, your advisor can provide you with guidance in the selection of appropriate financial vehicles. How can WesTrak help me? WesTrak will provide a comprehensive plan focused on one or more of the following aspects of your financial life. Retirement Planning Determine how much you need to save and how best to invest for a secure and comfortable retirement. Retirement Income Planning Once retired, you’ll need a plan for turning the savings you’ve accumulated into regular income. Education Planning Develop a plan for accumulating the funds earmarked for college education for your children or grandchildren. Accumulation Planning Prepare for large purchases by defining the goal and developing a plan of action. Insurance Planning Receive an assessment of whether your current life and disability insurance is adequate for your needs. Estate Planning Plan for the preservation of your lifetime investments and the efficient transfer of assets. Downloads: Business Continuity Plan WesBanco Securities Privacy Policy Contact us: Contact a Financial Advisor or email us at: WSI@WesBanco.com At WesBanco, we pride ourselves on helping people like you find answers to tough questions through the process of financial planning. Get Started Our Approach & Services Our Services Our Staff Previous Slide Next Slide Get Started Today! Get In Touch With a WesBanco Consultant Our Staff Complimentary Financial Plan Please provide the information below to receive a complimentary financial plan Fields marked as * are required Investable Assets* $20k-50k $50k-100k $100k-250k $250k-500k $500k-1M $1M+ Household Income* $0-30k $30k-50k $50k-80k $80k-100k $100k-250k $250k+ PERSONAL Personal Checking Personal Savings Loans & Credit Cards Online & Mobile Banking Private Banking Firstnet Login BUSINESS Business Checking Accounts Business Savings Business Loans & Credit Cards Business Services Online & Mobile Banking Private Banking MORTGAGE Mortgage Lending Home Building & Renovation Loans Find a Loan Officer Down Payment Assistance Mortgage Calculators INVESTMENTS Trust & Investment Brokerage Financial Consulting Retirement Planning Business Retirement Planning WesMark Direct INSURANCE What We Do How to Get a Quote Claim & Policy Service HEADQUARTERS 1 Bank Plaza Wheeling, WV 26003 FIND A LOCATION WESBANCO BANK, INC. ROUTING NUMBER: IN, KY, OH, PA, & WV: 043400036 MD: 055002406 NMLS ID NUMBER: 399836 CONTACT Customer Service: 800-905-9043 Telephone Banking: 888-664-5300 CONTACT 1 WesBanco Securities, Inc. (WSI), a wholly owned subsidiary of WesBanco, Inc., is a member of FINRA and SIPC. WSI invest in nondeposit investment products. Nondeposit investment products are not insured by the FDIC, not bank guaranteed, not insured by any government entity and subject to investment risk, including possible loss of principal amount invested. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Copyright © 2021 · WesBanco, Inc. All Rights Reserved. Privacy Notice | Accessibility Statement | Security Center | Site by Vitamin® WesBanco Bank, Inc. is a Member FDIC. Equal Housing Lender