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North Bend Wealth Management

North Bend Wealth Management

Reviews Summary

North Bend Wealth Management receives consistently outstanding reviews for exceptional service, professionalism, and personalized care. Clients praise the team's expertise, responsiveness, and proactive approach to financial planning. Many highlight long-term trust, with multiple generations relying on their guidance. The advisors are commended for clear communication, addressing concerns promptly, and tailoring strategies to individual goals. Clients appreciate the team's integrity, market awareness, and dedication to growing and protecting assets. The office staff is noted for kindness and efficiency. Overall, reviewers strongly recommend their services for investment management and retirement planning.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

417 Grand Park Dr Suite 102

Parkersburg, West Virginia 26105

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

My family has been with Marc since North Bend wealth management opened. We were actually with Marc before that and followed him there. I appreciate his guidance on our investments and that he is always available to answer any of my questions. I appreciate that he follows the trends and is just not letting my account sit. When he sees something that isn't doing well he searches for a replacement of another stock that would do better.

I have been with North Bend Wealth Management for many years and can honestly say that Tad Wilson and Marc DeCicco have taken care of my financial portfolio wonderfully. They always address any concerns that I may have, answer all the questions and the office staff is so kind and friendly. I highly recommend North Bend Wealth Management for your investment management, financial planning and retirement to fit your needs.

Tad and his team are not only great advisors, they are great people! I trust them deeply and they are always there to answer any questions I may have! They truly care about their clients and desire to teach all the ins and outs of investments. I definitely recommend them!

I'm a second generation client of Marc DeCicco and have nothing but praise for him and the folks at North Bend Wealth Management. They are easy to work with and do not pressure you to make trades. They are knowledgeable and do what they can to provide the desired service. I appreciate the move they made to go independent and associate with LPL. I would definitely recommend them for your financial planning.

I've worked with Brandon DeCicco at North Bend for close to a year. After assisting me with consolidating existing retirement accounts, Brandon is always accessible and responsive to my requests as well as being proactive with ideas to help protect and grow my assets. I recommend North Bend to friends and family and look forward to investing with them in the future.

My husband worked with Marc DeCicco for many years, and after Charlie?s death 3 years ago, Mark has taken care of my financial needs with the utmost of professionalism and integrity. I am grateful to have him and NorthBend in my corner!

We absolutely love Marc and the rest of the team at North Bend. They do a wonderful job and are always there when we need them, and they make investing and planning for the future so easy. We can't recommend them enough.

Tad and his team are the best! I wouldn't trust anyone else. They are customer oriented, proactive and always available to provide guidance and assistance. Collectively my family has followed Tad for over 45 years.

Tad has guided me on my financial journey to retirement and beyond. I trust his decisions. He responds promptly to my questions. A shout out to Allyson for her stellar job performance.

Marc and his staff provide not just top notch financial management, but give a special personal level of concern that is difficult to find with large corporate firms. Highly recommended!!

Marc has always monitored my investments closely and provided expert guidance. Great to work with !

My husband and I have been with Northbend since it began. Excellent people to work with and always excellent results!!

First class group with first class people. They have been very good to work with. They genuinely care about people!

For years I have dealt with North Bend Wealth Management and Marc DeCicco has been exceptional in addressing all my concerns and answering each and every question I have had!!!

Marc always keeps in touch with relivent info on markets and how it may effect my investments

The team has been great to work with over the past few years

Great customer service and they really focus on what my goals are.

Top Notch group here.. Highly recommend.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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