Best Financial Advisors in Monongalia County, WV

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List of Firms

Monongalia County, WV Fiduciary Financial Advisors

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Clear Mountain Investments
Location 102 Venture Dr # 9, Morgantown, WV 26508, USA
Phone (304) 292-7372
Directions
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Orion Financial LLC
5 out of 5
Location 1211 Cheat Rd, Morgantown, WV 26508, USA
Phone (877) 594-3340
Directions
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Huffman & Ross Wealth Management-Erik Huffman & Jennifer Ross
Location 6220 Mid Atlantic Dr, Morgantown, WV 26508, USA
Phone (304) 241-4478
Directions
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Raymond Prendergast - TIAA Wealth Management Advisor
5 out of 5
Location 1399 Stewartstown Rd Suite 100, Morgantown, WV 26505, USA
Phone (855) 842-2088
Directions
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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
Directions
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Edward Jones - Financial Advisor: Raymie Mason
SEC File# 801-3297
CRD# 250
Location 1 Wharf St, Morgantown, WV 26501, USA
Phone (304) 291-6000
Directions
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Scott Parson - Thrivent
Location 238 High St. Suites 100/107, Morgantown, WV 26505, USA
Phone (715) 524-1951
Directions
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Northwestern Mutual
Location 1053 Maple Dr Suite 200, Morgantown, WV 26505, USA
Phone (304) 292-3339
Directions
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Trilith Wealth Management
Location 3345 University Ave Suite 5, Morgantown, WV 26505, USA
Phone (304) 413-1339
Directions
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Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
Location 48 Donley St #103l, Morgantown, WV 26501, USA
Phone (215) 399-9389
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
Financial Advisors in Monongalia County, WV

Where Certified Financial Advisors in Monongalia County, WV Serve

Monongalia County, located in the heart of West Virginia, boasts a plethora of landmarks and attractions, including the Cheat River, Coopers Rock State Forest, and the WVU Coliseum. This county is home to several top employers, such as West Virginia University, Mon Health Medical Center, and Mylan Pharmaceuticals. Major highways and streets running through the area include I-68, Route 119, and Route 7. Monongalia County is comprised of several diverse neighborhoods, including Suncrest, Sabraton, and South Park. With its stunning natural beauty, thriving economy, and vibrant communities, Monongalia County is a true gem of the Mountain State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Monongalia County, WV can benefit greatly from the services of a financial advisor. With a median household income of $52,000, many families in the county may struggle to make ends meet and plan for their financial future. A financial advisor can help individuals and families create a budget, develop a savings plan, and invest wisely for their future. Additionally, with the county being home to West Virginia University, many residents may have student loan debt and need guidance on how to manage and pay off their loans. A financial advisor can assist with creating a plan to pay off student loans while still saving for other financial goals. Overall, a financial advisor can provide valuable advice and support to residents of Monongalia County as they navigate their financial journey.

Insurance Broker

Residents of Monongalia County, WV can benefit greatly from the services of an insurance broker. With the county being home to West Virginia University, many residents are students who may not have much experience with insurance. An insurance broker can help these students navigate the complexities of health insurance and ensure that they are properly covered. Additionally, Monongalia County is prone to severe weather, including floods and winter storms. An insurance broker can assist residents in finding the right coverage for their homes and vehicles to protect them from these potential disasters. By working with an insurance broker, residents of Monongalia County can have peace of mind knowing that they are protected in the event of an unexpected event.

Retirement Planning

Residents of Monongalia County, WV can benefit greatly from the expertise of a retirement planner. With a rapidly aging population, many individuals may be unsure of how to navigate their retirement options and make the most of their savings. A retirement planner can provide guidance on investment strategies, tax planning, and Social Security benefits to ensure that residents are able to retire comfortably and maintain their standard of living. Additionally, with Monongalia County's proximity to Morgantown and West Virginia University, many residents may have unique retirement needs related to higher education and healthcare. A retirement planner can help residents navigate these complex systems and make informed decisions about their future.

Wealth Management

Residents of Monongalia County, WV can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is by developing a personalized financial plan that takes into account the unique economic landscape of the county. As home to West Virginia University, Monongalia County has a large student population and a thriving healthcare industry, which can present both opportunities and challenges for investors. A wealth manager can help residents navigate these complexities and make informed decisions about how to allocate their assets. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, ensuring that residents are prepared for the future and able to achieve their financial goals.

Mortgage Loan Officer

Residents of Monongalia County, WV can greatly benefit from the services of a mortgage loan officer. With the county's growing population, many individuals are looking to purchase homes or refinance their current mortgages. A mortgage loan officer can provide guidance on the best loan options available, including government-backed loans for first-time homebuyers or those with low credit scores. Additionally, the loan officer can assist with the pre-approval process, helping residents understand their budget and negotiate with sellers. With the county's proximity to Morgantown and West Virginia University, many residents may also be interested in investment properties or rental properties. A mortgage loan officer can provide insight into the local real estate market and help residents secure financing for these types of properties. Overall, a mortgage loan officer can provide invaluable assistance to residents of Monongalia County, WV looking to achieve their homeownership or investment goals.

Tax Services

Residents of Monongalia County, WV can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help these residents is by providing guidance on how to maximize their deductions and credits. This is especially important in Monongalia County, where property taxes are higher than the state average. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may have overlooked on their own. Additionally, a tax advisor can provide assistance with tax planning and preparation, ensuring that residents are fully compliant with all tax laws and regulations. Overall, the services of a tax advisor can provide valuable support and peace of mind for residents of Monongalia County.

Estate Planning Lawyer

Residents of Monongalia County, WV can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that meets their unique needs and goals. This includes drafting wills, trusts, and other legal documents that protect their assets and ensure their wishes are carried out after they pass away. Additionally, an estate planning lawyer can help Monongalia County residents navigate complex tax laws and minimize their tax liabilities. With a growing population and a diverse economy that includes agriculture, healthcare, and education, Monongalia County presents unique challenges and opportunities for estate planning. An experienced lawyer can provide tailored advice and solutions that help residents achieve their long-term financial and personal objectives.

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