Best Financial Advisors in Monongalia County, WV

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Monongalia County, WV Fiduciary Financial Advisors

Clear Mountain Investments
Location 102 Venture Dr # 9, Morgantown, WV 26508, USA
Phone (304) 292-7372
Scott Parson - Thrivent
Location 238 High St. Suites 100/107, Morgantown, WV 26505, USA
Phone (715) 524-1951
Raymond Prendergast - TIAA Wealth Management Advisor
5 out of 5
Location 1399 Stewartstown Rd Suite 100, Morgantown, WV 26505, USA
Phone (855) 842-2088
Edward Jones - Financial Advisor: Matt McLaughlin
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1427 Earl L Core Rd, Morgantown, WV 26505, USA
Phone (304) 291-2434
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Legacy Financial Group
SEC File# 801-79803
CRD# 154927
Location 503 Burroughs Street, Morgantown, WV 26505, USA
Phone (304) 777-4490
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Thomas Financial
SEC File# 801-119284
CRD# 309454
Location 1281 Suncrest Towne Centre Drive, Morgantown, WV 26505, USA
Phone (304) 241-4570
Time Monday: 9:00 AM – 5:00 AM Tuesday: 9:00 AM – 5:00 AM Wednesday: 9:00 AM – 5:00 AM Thursday: 9:00 AM – 5:00 AM Friday: 9:00 AM – 5:00 AM Saturday: Closed Sunday: Closed
Northwestern Mutual
Location 1053 Maple Dr Suite 200, Morgantown, WV 26505, USA
Phone (304) 292-3339
Kenneth Fultz LPL Financial Financial advisor
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 2885 University Ave ste c, Morgantown, WV 26505, USA
Phone (304) 241-7070
Edward Jones - Financial Advisor: Courtney Kucish
SEC File# 801-3297
CRD# 250
Location 827 Fairmont Rd Suite 202, Morgantown, WV 26501, USA
Phone (304) 292-0858
Orion Financial LLC
5 out of 5
Location 1211 Cheat Rd, Morgantown, WV 26508, USA
Phone (877) 594-3340
Trilith Wealth Management
Location 3345 University Ave Suite 5, Morgantown, WV 26505, USA
Phone (304) 413-1339
Edward Jones - Financial Advisor: Raymie Mason
SEC File# 801-3297
CRD# 250
Location 1 Wharf St, Morgantown, WV 26501, USA
Phone (304) 291-6000
Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
Location 48 Donley St #103l, Morgantown, WV 26501, USA
Phone (215) 399-9389
Huffman & Ross Wealth Management-Erik Huffman & Jennifer Ross
Location 6220 Mid Atlantic Dr, Morgantown, WV 26508, USA
Phone (304) 241-4478
Financial Advisors in Monongalia County, WV

Where Certified Financial Advisors in Monongalia County, WV Serve

Monongalia County, West Virginia is located in the north-central region of the state. The county is home to Morgantown, the largest city in the area. Other major towns in Monongalia County include Granville, Star City, and Westover. The county is crossed by several major highways, including I-68 and US-19. Major streets in Morgantown include High Street, College Avenue, and Walnut Street. Some of the largest employers in Monongalia County are West Virginia University, Mon Health Medical Center, and Mylan Pharmaceuticals. Other major businesses include Walmart, Lowe's, and Taco Bell. The county has a number of neighborhoods, including Greenmont, Suncrest, South Parkersburg, and Evansdale.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Monongalia County, WV is no exception. Banks provide a number of essential services to residents, including checking and savings accounts, loans, and mortgages. They also offer a variety of other services, such as online banking and bill pay. In addition to these services, banks can also provide valuable financial advice to their customers. This advice can help residents save money and plan for the future.

Insurance Broker

Residents of Monongalia County, WV can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and navigate the complex insurance system. In short, brokers provide valuable assistance to those who need it most.

Retirement Planning

If you live in Monongalia County, WV and are looking for help with retirement planning, a financial advisor can be a great resource. Financial advisors can assist with everything from choosing the right retirement plan to making investment decisions. They can also provide guidance on how to save for retirement and manage your finances during retirement. If you're ready to start planning for retirement, a financial advisor is a good place to start.

Wealth Management

Monongalia County, WV is one of the most prosperous counties in the United States. According to a report by The Daily Beast, it ranks sixth in median household income and first in median family income. However, this prosperity is not evenly distributed throughout the county. There are many residents who have not benefited from the county's wealth and are living below the poverty line. Wealth management can help to address this issue by providing financial education and assistance to those who need it most. Wealth management services can help residents learn how to save money, invest for the future, and protect their assets. This can help to improve the quality of life for all residents of Monongalia County, not just those who are already wealthy.

Estate Planning Lawyer

Estate planning lawyers can help Monongalia County, WV residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help residents plan for the possibility of disability or incapacity. estate planning lawyers can help residents in a wide variety of ways, so it is important to consult with one if you have any questions about this important process.

Mortgage Loan Officer

Mortgage loan officers can help Monongalia County, WV residents by providing them with the best mortgage rates and products available. They can also help residents understand the mortgage process and paperwork, and guide them through the application process. In addition, mortgage loan officers can offer advice on home buying and refinancing, and help residents find the right loan for their needs.

Tax Services

Tax accountants can help Monongalia County, WV residents in a number of ways. They can help people understand their taxes and what deductions they are eligible for, as well as helping them file their taxes. Tax accountants can also help people plan for their financial future by creating budgets and investment plans. Finally, tax accountants can represent taxpayers during audits.

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FAQs About Personal Financial Advisors in Monongalia County, WV