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Hazlett, Burt & Watson, INC.

Based on public information · Profile not yet claimed

Independent agency

Offices: Wheeling & Vienna & Barnesville · West Virginia
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Hazlett, Burt & Watson, INC. is an independent insurance agency licensed in Wheeling, WV. Its website lists offices in Wheeling, Vienna, Barnesville. Lines listed: Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerage Service. Founding or history: 1883. Agency Match assessments based on public information: Mentorship & Peer Connections medium; Looking to Buy low. 33 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: scored from documented acquisitions, growth and offices on the public record.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
  • Business Partnerships: not enough public facts for a score.

Research

Detailed profile

Geography

3 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

Low · 30

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

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Two or more documented offices; three or more named leaders; public history of 15+ years in business or in the industry

What this rating was based on (3 factors)

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. Two or more documented offices+15 pts
  2. Three or more named leaders (supporting)+10 pts
  3. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 10 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

Low · 11

Acquisition Research Fit is low. Formation year 1883 is on a verified record (143 years in operation). 3 documented office cities. Market segment C is descriptive context. The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

  • Formation year 1883 is on a verified record (143 years in operation). Verified · +8 ptshazlettburt.com
  • 3 documented office cities. Market segment C is descriptive context. Verified · +3 ptshazlettburt.com

Confidence: low. Separate from the rating.

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

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Medium · 55

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

Agency Match score: 55/100 · Medium confidence: 3+ public facts

Why: Insurance or business association membership; public history of 15+ years in business or in the industry; insurance industry or carrier recognition

  • Insurance or business association membership · Member of FINRA, SIPC, SIFMAhazlettburt.com
  • Public history of 15+ years in business or in the industry · 1883hazlettburt.com
  • Insurance industry or carrier recognition · Ringing closing bell at NYSE in 2003hazlettburt.com
  • Civic or community leadership role · Lions Clubhazlettburt.com
What this rating was based on (6 factors)

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. Insurance or business association membership+15 pts
  2. Public history of 15+ years in business or in the industry (supporting)+10 pts
  3. Insurance industry or carrier recognition+10 pts
  4. Civic or community leadership role+10 pts
  5. Public history of 30+ years in business or in the industry (supporting)+5 pts
  6. Three or more named leaders (supporting)+5 pts

Total: 55 points → Agency Match score 55/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 11 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; two or more documented offices

  • Several documented lines of business · Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerahazlettburt.com
  • Two or more documented offices · Wheeling, WVhazlettburt.com
What this rating was based on (2 factors)

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
    • Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerage Servicehazlettburt.com
    • Investment Planning, Financial Planning, Retirement Planning, Banking and Lending, Insurance Planninghazlettburt.com
    • Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerage Servicehazlettburt.com
  2. Two or more documented offices (supporting)+5 pts

Total: 15 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 · 6 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 #100113855 (NPN 3820890), licensed at Wheeling, WV

sbs.naic.org
ChannelPublicly sourced

Independent agency

“Since 1883, our independent firm has guided generations of clients through changing markets and life stages”
hazlettburt.com
OwnershipUnknown

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

Website: www.hazlettburt.com

Locations & footprint

Wheeling, West Virginia

Operating office · Northern Panhandle

PublishedBrowse city

Vienna, West Virginia

Operating office · Mid-Ohio Valley

PublishedBrowse city

Barnesville, Ohio

Operating office

PublishedBrowse city

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

Highlights

Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerage ServicesFounding: 1883

Story so far

  1. 2004

    PNC Financial Services acquired J.J.B. Hilliard, W.L. Lyons in 2004

    Published

    Historical event: not credited to this agency as a buyer. Background on a financial-services firm named on the advisors page; Hazlett, Burt & Watson was not a party as buyer.

People & affiliations

George S. Weaver, III - Chairman of the BoardPublished

GEORGE S. WEAVER, III CHAIRMAN OF THE BOARD

Jason L. Marsh - Chief Executive OfficerPublished

JASON L. MARSH, CPA CHIEF EXECUTIVE OFFICER

Timothy M. Bidwell - Exec. Vice President, CFO, CCOPublished

TIMOTHY M. BIDWELL, CPA EXEC. VICE PRESIDENT, CFO, CCO

Michael T. Barickman - Exec. Vice President/Director of Wealth ManagementPublished

MICHAEL T. BARICKMAN EXEC. VICE PRESIDENT/DIRECTOR OF WEALTH MANAGEMENT

Jeanne M. Miller - Senior Vice President/Financial AdvisorPublished

JEANNE M. MILLER SENIOR VICE PRESIDENT/FINANCIAL ADVISOR

Industry associationsPublished

Member of FINRA, SIPC, SIFMA

Names & entities

HAZLETT, BURT & WATSON, INC.Record

Legal name on license record

Facts from published sources (33 verified)

FoundingPublicly sourced

1883

“Since 1883, our independent firm has guided generations of clients through changing markets and life stages”
hazlettburt.com
IndependentPublicly sourced

Independent firm

“Since 1883, our independent firm has guided generations of clients through changing markets and life stages”
hazlettburt.com
Line of businessPublicly sourced

Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerage Services

“Services Advisory Services Financial Planning Investment Planning Retirement Planning Banking and Lending Services Insurance Planning Brokerage Services”
hazlettburt.com
Office locationPublicly sourced

Wheeling, WV

“Locations Wheeling, WV Vienna, WV Lancaster, PA Barnesville, OH”
hazlettburt.com
Office locationPublicly sourced

Vienna, WV

“Locations Wheeling, WV Vienna, WV Lancaster, PA Barnesville, OH”
hazlettburt.com
Office locationPublicly sourced

Lancaster, PA

“Locations Wheeling, WV Vienna, WV Lancaster, PA Barnesville, OH”
hazlettburt.com
Office locationPublicly sourced

Barnesville, OH

“Locations Wheeling, WV Vienna, WV Lancaster, PA Barnesville, OH”
hazlettburt.com
Market servedPublicly sourced

High-achieving individuals and families

“At Hazlett, Burt & Watson, we help high-achieving individuals and families make confident financial decisions that align with their long-term goals.”
hazlettburt.com
FoundingPublicly sourced

1883

“In 1883, the forerunner of Hazlett Burt & Watson, Inc. opened for business under the name of Hazlett, Wheat & Hayes.”
hazlettburt.com
Office locationPublicly sourced

Wheeling, West Virginia

“The firm maintains its corporate headquarters in Wheeling, West Virginia, along with affiliated trust company, Security National Trust Company.”
hazlettburt.com
Office locationPublicly sourced

Huntington, Vienna, WV; Barnesville, OH; Lancaster, PA

“The companies have branches in Huntington and Vienna, West Virginia; Barnesville, Ohio and Lancaster, Pennsylvania.”
hazlettburt.com
IndependentPublicly sourced

Independent firm, employee-owned

“As an independent firm, we are free from corporate influence—allowing us to offer advice and solutions based solely on your best interests.”
hazlettburt.com
AssociationPublicly sourced

Member of FINRA, SIPC, SIFMA

“The firm is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the Securities Industry and Financial Markets Association (SIFMA).”
hazlettburt.com
Line of businessPublicly sourced

Investment Planning, Financial Planning, Retirement Planning, Banking and Lending, Insurance Planning

“Our Services Include Investment Planning & Portfolio Management Comprehensive Financial Planning Retirement Income Strategies Tax-Efficient Wealth Management Estate & Legacy Planning Business & Executive Financial Consulting”
hazlettburt.com
Market servedPublicly sourced

Mid to high net worth individuals and families

“We specialize in working with mid to high net worth individuals and families who are looking for a clear, customized plan to manage and preserve their wealth.”
hazlettburt.com
AwardPublicly sourced

Ringing closing bell at NYSE in 2003

“On August 12, 2003, executives of Hazlett, Burt & Watson, Inc. were accorded the honor of ringing the closing bell at the New York Stock Exchange (NYSE) along with Dick Grasso, Chairman and CEO/NYSE, and Catherine Kinney, President and Co-chair/NYSE.”
hazlettburt.com
LeadershipPublicly sourced

George S. Weaver, III - Chairman of the Board

“GEORGE S. WEAVER, III CHAIRMAN OF THE BOARD”
hazlettburt.com
LeadershipPublicly sourced

Jason L. Marsh - Chief Executive Officer

“JASON L. MARSH, CPA CHIEF EXECUTIVE OFFICER”
hazlettburt.com
LeadershipPublicly sourced

Timothy M. Bidwell - Exec. Vice President, CFO, CCO

“TIMOTHY M. BIDWELL, CPA EXEC. VICE PRESIDENT, CFO, CCO”
hazlettburt.com
LeadershipPublicly sourced

Michael T. Barickman - Exec. Vice President/Director of Wealth Management

“MICHAEL T. BARICKMAN EXEC. VICE PRESIDENT/DIRECTOR OF WEALTH MANAGEMENT”
hazlettburt.com
LeadershipPublicly sourced

Jeanne M. Miller - Senior Vice President/Financial Advisor

“JEANNE M. MILLER SENIOR VICE PRESIDENT/FINANCIAL ADVISOR”
hazlettburt.com
Line of businessPublicly sourced

Financial Planning, Investment Planning, Retirement Planning, Banking and Lending, Insurance Planning, Brokerage Services

“Services Advisory Services Financial Planning Investment Planning Retirement Planning Banking and Lending Services Insurance Planning Brokerage Services”
hazlettburt.com
Ownership eventPublicly sourced

PNC Financial Services acquired J.J.B. Hilliard, W.L. Lyons in 2004

“In 2004 PNC Financial Services acquired J.J.B. Hilliard, W.L. Lyons”
hazlettburt.com
LeadershipPublicly sourced

Administrative Board, President

“Past Church Administrative Board President”
hazlettburt.com
AssociationPublicly sourced

Lions Club

“Paul’s United Methodist Church, Paden City, WV – Lay Leader, 1999-present The Paden City Lions Club, Paden City, WV – Treasurer, 1994-2021 Greater Pittsburgh Compliance Roundtable – Member, 2015-present Paden City Park and Pool Commission, Paden City, WV – Member, 2005-2016 TIMOTHY M.”
hazlettburt.com
Chamber membershipPublicly sourced

Wheeling Chamber of Commerce

“Matthews Episcopal Church, as a Trustee for the Spurr Trust and on the Board of Directors of the Wheeling Chamber of Commerce.”
hazlettburt.com
Civic leadership rolePublicly sourced

Civic leadership: Mike is a Past President for the Wheeling Rotary Club and spent nine years on the Board of Directors for Elmhurst-The House of Friendship, four years as President.

“Mike is a Past President for the Wheeling Rotary Club and spent nine years on the Board of Directors for Elmhurst-The House of Friendship, four years as President.”
hazlettburt.com
Civic leadership rolePublicly sourced

Civic leadership: He serves as a Board Member for the Ohio River Valley Council Boy Scouts of America and is also a member of the Wheeling Jesuit University Cardinal Athletic Club and Moundsville Rotary.

“He serves as a Board Member for the Ohio River Valley Council Boy Scouts of America and is also a member of the Wheeling Jesuit University Cardinal Athletic Club and Moundsville Rotary.”
hazlettburt.com
AssociationPublicly sourced

United Way

“Over the years he has served on Oglebay Institute, United Way of the Upper Ohio Valley, Wheeling Heritage, Wheeling Rotary, and St.”
hazlettburt.com
AssociationPublicly sourced

Rotary

“Over the years he has served on Oglebay Institute, United Way of the Upper Ohio Valley, Wheeling Heritage, Wheeling Rotary, and St.”
hazlettburt.com
Chamber membershipPublicly sourced

Clairsville Chamber of Commerce

“Clairsville Chamber of Commerce Board Member Past St.”
hazlettburt.com
Chamber membershipPublicly sourced

Chamber of Commerce

“She is active in her community as a member of the Chamber of Commerce of the Mid-Ohio Valley, Parkersburg Rotary Club and her church.”
hazlettburt.com
AssociationPublicly sourced

Rotary Club

“She is active in her community as a member of the Chamber of Commerce of the Mid-Ohio Valley, Parkersburg Rotary Club and her church.”
hazlettburt.com