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The Glessner Group

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Wheeling, WV
The Glessner Group

Welcome to The Glessner Group—your trusted partner for insurance, accounting, and financial solutions tailored to fit your goals.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory Services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Avantax will not accept purchase or sales orders via any social media platform or its messaging systems. Avantax

reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. Avantax does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.avantaxwealthmanagement.com/legal/social-media-policy/ for more information.

07/15/2026

Most business owners don't realize how much time and money they're losing by using separate firms for accounting, tax, insurance, and financial planning.

When everything is under one roof, we catch the connections. Your accounting informs your tax strategy. Your tax situation influences your insurance needs. Your insurance costs impact your wealth planning.

📞 Let's talk about simplifying your financial life: 304-243-9071 | theglessnergroup.com

07/13/2026

🚗 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐌𝐲𝐭𝐡 𝐌𝐨𝐧𝐝𝐚𝐲

𝐌𝐲𝐭𝐡: If my employees use their own vehicles for work, their personal auto insurance has it covered.
𝐅𝐚𝐜𝐭: Personal auto policies typically exclude business use — and if something goes wrong, your business could be on the hook.

When an employee runs a work errand, makes a delivery, or drives to a client meeting in their personal vehicle, their personal auto policy may deny the claim entirely. That's because most personal policies have exclusions for commercial or business-related use. If your business doesn't have hired and non-owned auto coverage (HNOA), you could be exposed to significant liability for accidents that happen in the course of normal business operations — even if you don't own a single company vehicle.

This is one of the most overlooked gaps in small business insurance. Let us review your current coverage and make sure your team is protected on the road.

📞 304-243-9071
🌐 TheGlessnerGroup.com

07/10/2026

A client came to us for tax prep. That's it — just taxes.

Here's what happened next. 👇

• Tax season revealed their estimated payments were significantly off.
• While reviewing their financials, we noticed payroll discrepancies that had been quietly compounding.
• Brett reviewed their commercial coverage and found a gap that left their equipment unprotected.
• Eric connected their business structure to a wealth strategy that actually made sense for where they were headed.

They came for one thing. They left with a complete financial team who knew their whole picture.

That's what we do.
📞 304-243-9071 🌐 TheGlessnerGroup.com

07/08/2026

Summer storms in the tri-state area aren't just inconvenient — they can be devastating for a business that isn't properly covered.

Here's something a lot of business owners don't realize: standard commercial property policies typically do NOT cover flood damage. That's a separate policy, and it matters more than ever during storm season.

When did you last review your commercial coverage? If you're not sure what's included — and what isn't — that's exactly the conversation we should be having.

Brett and our insurance team are here year-round, not just at renewal time.
📞 304-243-9071 🌐 TheGlessnerGroup.com

07/06/2026

🏠 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐌𝐲𝐭𝐡 𝐌𝐨𝐧𝐝𝐚𝐲

𝐌𝐲𝐭𝐡: My business is too small to be a target for a cyber attack.
𝐅𝐚𝐜𝐭: Small businesses are actually among the most frequently targeted — precisely because they’re less likely to have strong defenses in place.

Cybercriminals don’t just go after large corporations. In fact, over 40% of cyber attacks target small businesses, and the average cost of a data breach for a small business can reach six figures when you factor in recovery, legal fees, notification costs, and lost revenue. If your business stores client data, processes payments, or uses email — you have exposure. Cyber liability insurance covers the costs of responding to a breach, including legal defense, customer notification, and business interruption losses that your general liability policy won’t touch.

Don’t wait for a breach to find out you’re not covered. Let Brett walk through your current policies and identify whether cyber liability belongs in your coverage mix.

📞 304-243-9071
🌐 TheGlessnerGroup.com

07/04/2026

🇺🇸 Happy Fourth of July! 🇺🇸

Today, we celebrate the freedoms that make our communities, families, and businesses strong.

As you spend time with loved ones, enjoy the traditions that make this holiday special, and reflect on all we have to be grateful for, we hope your day is filled with laughter, good company, and lasting memories.

Wishing you a safe, happy, and memorable Independence Day! ❤️🤍💙

07/03/2026

Our office is closed today in observance of the July 4th holiday. We hope you all have an amazing weekend celebrating America's 2️⃣5️⃣0️⃣ birthday!🇺🇲

07/01/2026

Q2 is officially closed. Before the second half of the year picks up speed, here's your mid-year financial health checklist:

✅ Are your books reconciled through June?
✅ Have you reviewed your estimated tax payments?
✅ Do your insurance coverage limits still reflect your current business size?
✅ Are payroll records accurate and up to date?
✅ Have you documented major purchases or asset changes?
✅ Are you on track with retirement contributions?
✅ Have you reviewed your business structure for tax efficiency?

Most financial problems don't appear out of nowhere — they build quietly over months. A mid-year check-in is your chance to catch them early and course-correct before year-end.

Not sure where to start? That's exactly what we're here for.

📞 304-243-9071
🌐 TheGlessnerGroup.com

06/30/2026

People often think insurance protects buildings, cars, or equipment.

It does, but more importantly...

It protects the people who depend on them.

Your family.
Your employees.
Your customers.
Your future.

Insurance isn't just about replacing things.

It's about helping life continue after something unexpected happens.

06/29/2026

🏠 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐌𝐲𝐭𝐡 𝐌𝐨𝐧𝐝𝐚𝐲

𝐌𝐲𝐭𝐡: My accountant handles my taxes, so I don't need to think about it until April.
𝐅𝐚𝐜𝐭: Tax filing happens in April. Tax planning happens all year — and the decisions you make in June, August, and October directly affect what you owe in April.

Waiting until tax season to engage with your accountant means you've already missed most of the opportunities to reduce your liability. Proactive tax planning looks at your income, expenses, retirement contributions, business structure, and major purchases throughout the year — so there's still time to act. By April, the year is over. The best your accountant can do is report what happened. The goal is to shape what happens before it does.

Don't wait for a surprise tax bill to start the conversation. Reach out now and let's make the rest of 2026 work in your favor.

📞 304-243-9071
🌐 TheGlessnerGroup.com

Address

2084 National Road
Wheeling, WV
26003

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+13042439071

Website

https://www.theglessnergroup.com/

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