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Retire Wise Financial Solutions, INC.

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Beckley · West Virginia
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Retire Wise Financial Solutions, INC. is a licensed insurance agency licensed in Beaver, WV. Lines listed: Retirement Planning, Social Security Guidance, Retirement Account Management, Insurance Strategies, Asset Protection, Fi. Founding or history: Kim O'Dell. Public information is not yet enough for an Agency Match assessment. 6 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: not enough public facts for a score.

Research

Some research

Geography

1 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Three or more named leaders

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Three or more named leaders (supporting)+10 pts

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 3 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Three or more named leaders

What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Three or more named leaders (supporting)+5 pts

Total: 5 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 3 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Insufficient Evidence

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Why: Several documented lines of business

  • Several documented lines of business · Retirement Planning, Social Security Guidance, Retirement Account Management, Insurance Strategies, Asset Protretirewisewv.com
What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Several documented lines of business (supporting)+10 pts
    • Retirement Planning, Social Security Guidance, Retirement Account Management, Insurance Strategies, Asset Protection, Firetirewisewv.com

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #3003329397 (NPN 21346995), licensed at Beaver, WV

sbs.naic.org
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: www.retirewisewv.com

Locations & footprint

Beckley, West Virginia

Operating office · Southern

PublishedBrowse city

Beaver, West Virginia

Licensed in state · Southern

RecordBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Retirement Planning, Social Security Guidance, Retirement Account Management, Insurance Strategies, Asset Protection, Financial WorkshopsFounding: Kim O'Dell

People & affiliations

Kim O'Dell, FounderPublished

I’m Kim O’Dell, founder of Retire Wise Financial Solutions.

Eva Collins, Director of Client ServicesPublished

Eva Collins Director of Client Services Eva oversees the day-to-day client experience at Retire Wise Financial Solutions.

Rhiannon "Nan" Ward, Client Support SpecialistPublished

Rhiannon "Nan" Ward Client Support Specialist Nan helps keep the details organized and our office running smoothly.

Names & entities

RETIRE WISE FINANCIAL SOLUTIONS, INC.Record

Legal name on license record

Facts from published sources (6 verified)

FoundingPublicly sourced

Kim O'Dell

“I’m Kim O’Dell, founder of Retire Wise Financial Solutions.”
retirewisewv.com
LeadershipPublicly sourced

Kim O'Dell, Founder

“I’m Kim O’Dell, founder of Retire Wise Financial Solutions.”
retirewisewv.com
LeadershipPublicly sourced

Eva Collins, Director of Client Services

“Eva Collins Director of Client Services Eva oversees the day-to-day client experience at Retire Wise Financial Solutions.”
retirewisewv.com
LeadershipPublicly sourced

Rhiannon "Nan" Ward, Client Support Specialist

“Rhiannon "Nan" Ward Client Support Specialist Nan helps keep the details organized and our office running smoothly.”
retirewisewv.com
Office locationPublicly sourced

Office location: 347 Rural Acres Drive Beckley, WV 25801

“347 Rural Acres Drive Beckley, WV 25801”
retirewisewv.com
Line of businessPublicly sourced

Retirement Planning, Social Security Guidance, Retirement Account Management, Insurance Strategies, Asset Protection, Financial Workshops

“Services Retirement Planning We help you create a personalized plan that aligns with your goals, lifestyle, and values. Our strategies are designed to give you peace of mind and a clear path forward—so you can retire with confidence, not confusion. Social Security Guidance When and how you claim your Social Security benefits can have a big impact on your income. We guide you through your options to help you maximize your benefits and avoid costly mistakes. Retirement Account Management We help you manage and make the most of your IRAs, 401(k)s, and other retirement accounts. Whether you're rolling over old plans or planning withdrawals, our guidance keeps your money working for you. Insurance Strategies Asset Protection We help you guard against unexpected costs that can disrupt your retirement, like healthcare expenses or nursing home care. Our goal is to help you keep more of what you’ve worked so hard to build. Financial Workshops We believe education is empowering. Our free community workshops cover Social Security, income planning, asset protection, and more—so you can make smart, informed decisions about your future.”
retirewisewv.com