Wealth Management in Monongalia County, WV

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List of Firms

Monongalia County, WV Wealth Management Firms

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Oates Labritz Wealth Management
Location 455 Suncrest Towne Centre Drive #3, Morgantown, WV 26505, USA
Phone (304) 554-2500
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Mundell Financial Group
Location 69 Clay St, Morgantown, WV 26501, USA
Phone (304) 599-7181
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Patricia McDade
4 out of 5
Location The Seneca Center, Morgantown, WV 26505, USA
Phone (681) 285-5006
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Merrill Lynch Wealth Management
5 out of 5
Location 2000 Jerry Dove Dr, Bridgeport, WV 26330, USA
Phone (304) 848-1000
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Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC®
SEC File# 801-3297
CRD# 250
1 out of 5
Location 3280 University Ave Suite 5, Morgantown, WV 26505, USA
Phone (304) 599-8322
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Northwestern Mutual :Eli Henderson
Location 121 Simpson St, Morgantown, WV 26501, USA
Phone (304) 292-3339
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Edward Jones - Financial Advisor: Kurt A Skasik, CFP®|CRPS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 935 Cheat Rd, Morgantown, WV 26508, USA
Phone (304) 284-9122
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Jason Junkin - TIAA Financial Consultant
Location 1399 Stewartstown Rd # 100, Morgantown, WV 26505, USA
Phone (855) 842-2088
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Mulberry Street Management Services Inc
1 out of 5
Location 1097 Green Bag Road, Morgantown, WV 26508, USA
Phone (304) 291-3996
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Brett Clark - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6000 Hampton Center Ste E, Morgantown, WV 26505, USA
Phone (304) 598-0003
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Ameriprise Financial
SEC File# 801-111055
CRD# 158043
Location 3041 University Ave, Morgantown, WV 26505, USA
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Northwestern Mutual: Chris Wade
Location 1053 Maple Dr Suite 200, Morgantown, WV 26501, USA
Phone (681) 339-0790
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Padgett Business Services
5 out of 5
Location 1137 Van Voorhis Rd #16, Morgantown, WV 26505, USA
Phone (304) 245-9409
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Huntington Private Bank
Location 3120 University Ave, Morgantown, WV 26505, USA
Phone (888) 336-0508
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Lambright & Gutta PLLC
Location 1199 Van Voorhis Rd # 6, Morgantown, WV 26505, USA
Phone (304) 599-3185
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H Financial Management
Location 256 High St, Morgantown, WV 26505, USA
Phone (304) 292-6837
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Lifetime Financial Growth
Location 2002 White Willow Way, Morgantown, WV 26505, USA
Phone (304) 292-2050
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TIAA Financial Services
Location 1399 Stewartstown Rd Suite 100, Morgantown, WV 26505, USA
Phone (855) 842-2088
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Integrity Financial Planning
5 out of 5
Location 1101 About Town Place, Morgantown, WV 26508, USA
Phone (304) 381-4082
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Beacon Wealth Management
Location 4565 Benedum Dr, Bridgeport, WV 26330, USA
Phone (866) 623-3900
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Henderson Financial - Northwestern Mutual
Location 121 Simpson St, Morgantown, WV 26501, USA
Phone (304) 292-3339
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Raymond James
Location 3041 University Ave, Morgantown, WV 26505, USA
Phone (304) 599-7991
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guardianbridge
Location 3592 Collins Ferry Rd, Morgantown, WV 26505, USA
Phone (304) 241-6540
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1427 Earl L Core Rd, Morgantown, WV 26505, USA
Phone (304) 291-2434
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FamilyWealth Management Group, LLC.
Location 1660 Tyrone Rd, Morgantown, WV 26508, USA
Phone (304) 319-4800
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IHN Management Group
5 out of 5
Location 1199 Van Voorhis Rd Suite 5, Morgantown, WV 26505, USA
Phone (412) 584-5084
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AXA Advisors, LLC: C. Brent Wilmoth
5 out of 5
Location 9000 Coombs Farm Dr #302, Morgantown, WV 26508, USA
Phone (304) 777-2300
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Wealth Management in Monongalia County, WV

Where Wealth Management Advisors in Monongalia County, WV Serve

Monongalia County, located in the north-central region of West Virginia, boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Morgantown Personal Rapid Transit System to the sprawling Monongahela River, this county is home to many noteworthy sites. The top employers in the area include West Virginia University, Mon Health System, and Mylan Pharmaceuticals, among others. Major highways and streets such as I-79, Route 19, and Route 7 provide easy access to neighboring counties and states. In terms of neighborhoods, Monongalia County is home to a mix of urban and rural areas, including Suncrest, South Park, and Cheat Lake. With its rich history and vibrant culture, Monongalia County is truly a gem in the heart of West Virginia.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Monongalia County, WV can benefit greatly from the services provided by a bank. One specific way a bank can help is by providing access to loans for small businesses in the area. Monongalia County has a growing economy with a diverse range of industries, including healthcare, education, and technology. However, many small businesses struggle to secure the funding they need to grow and create jobs. By offering loans with competitive interest rates, banks can help these businesses thrive and contribute to the local economy. Additionally, banks can provide financial education and resources to help residents manage their money and plan for the future. With the support of a bank, residents of Monongalia County can achieve their financial goals and build a stronger community.

Insurance Broker

Residents of Monongalia County, WV can greatly benefit from the services of an insurance broker. With the county being home to West Virginia University, many residents are students or faculty members who may require specialized insurance coverage. Additionally, the county is known for its outdoor recreational activities such as hiking and skiing, which can come with a higher risk of injury. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that meets their specific needs. They can also provide valuable advice on how to save money on premiums and ensure that residents are properly protected in the event of an accident or unexpected event. Overall, an insurance broker can provide peace of mind and protection for residents of Monongalia County, WV.

Retirement Planning

Residents of Monongalia County, WV can benefit from the expertise of a retirement planner in many ways. Specifically, Monongalia County has a rapidly aging population, with over 20% of residents over the age of 65. A retirement planner can assist these individuals in creating a comprehensive retirement plan that takes into account their unique financial situation and goals. This may include developing a budget, creating a savings plan, and exploring investment options. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the maximum benefits possible. With the cost of healthcare on the rise, it is more important than ever for Monongalia County residents to have a solid retirement plan in place, and a retirement planner can provide the guidance and support needed to achieve financial security in their golden years.

Financial Advisor

Residents of Monongalia County, WV can benefit from the expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. With an aging population and a high poverty rate in the county, a financial advisor can help residents plan for their future and ensure they have enough money to retire comfortably. Additionally, a financial advisor can assist residents in managing their debt, which is a significant issue in Monongalia County. According to recent data, the average household in the county has over $7,000 in credit card debt alone. A financial advisor can provide guidance on how to pay off debt efficiently and create a budget that works for each individual's unique situation. Finally, with the county's growing economy and increasing job opportunities, a financial advisor can help residents make informed investment decisions to take advantage of these opportunities and grow their wealth.

Mortgage Loan Officer

Residents of Monongalia County, WV could greatly benefit from the assistance of a mortgage loan officer. With a population of over 100,000, Monongalia County is home to many families and individuals who are in need of financial support to achieve their dream of homeownership. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including understanding the various types of loans available, determining eligibility requirements, and securing the best interest rates. Additionally, a mortgage loan officer can provide valuable guidance on the local housing market in Monongalia County, helping residents to make informed decisions about their home purchase. With the help of a mortgage loan officer, residents of Monongalia County can take the first step towards owning their own home and building a brighter future for themselves and their families.

Tax Services

Residents of Monongalia County, WV can benefit greatly from the expertise of a tax advisor. One specific way they can be helped is by navigating the complex tax laws and regulations that apply to the coal industry in the county. With coal being a major source of revenue for the area, it is crucial for both individuals and businesses to understand the tax implications of their operations. A tax advisor can assist with maximizing deductions and credits, as well as ensuring compliance with state and federal tax laws. Additionally, with the recent boom in the technology industry in Monongalia County, a tax advisor can provide guidance on tax incentives and credits available for tech startups and small businesses. Overall, the assistance of a tax advisor can help residents of Monongalia County save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Monongalia County, WV could greatly benefit from the services of an estate planning lawyer. Specifically, the lawyer could assist with creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Monongalia County is home to many retirees and elderly individuals who may have accumulated significant assets over their lifetimes, making estate planning a crucial aspect of their financial planning. Additionally, an estate planning lawyer could help Monongalia County residents navigate the complex tax laws that govern inheritance and estate transfers. With their expertise, an estate planning lawyer could help residents minimize their tax liabilities and ensure that their loved ones receive the maximum benefit from their assets. Overall, the services of an estate planning lawyer could provide invaluable peace of mind to residents of Monongalia County, WV.

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