Monongalia County, WV Financial Advisors and Resources



Financial Advisor Firms in Monongalia County, WV


DUNCAN FINANCIAL GROUP LLC

Website

(304) 241-4570

1281 Suncrest Town Center

Morgantown, WV 26505

SEC#: 801-119284
Years in Business: 0 years


How Retirement-Friendly is Monongalia County, WV?

  • Population: 105,474
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $224,300
  • Average Monthly Housing Cost: $817
  • Average Household Income: $79,774
  • West Virginia Total Tax Burden: 8.84% (18th Highest in U.S.)
  • West Virginia Property Tax: 2.32% (15th Lowest in U.S.)
  • West Virginia Individual Income Tax: 2.64% (14th Highest in U.S.)
  • West Virginia Sales and Excise Tax: 3.88% (17th Highest in U.S.)


Monongalia County, WV Financial Advisor FAQs

What are your qualifications? How many years of experience do you have in the industry? What types of planning did you specialize in during your education and career?
Most financial advisors charge a base fee and then commission for each transaction. Sometimes the base fee is annually, and sometimes it's done on a monthly basis. A common formula is: Base Fee + (Commission x Number of Transactions) = Total Fee.
Some ways of establishing good advisors include referrals, word-of-mouth, and talking to people who have used the service before.
A financial advisor will work with clients to understand their goals and develop a strategy to help them reach those goals.