TOP 30 Wealth management services in Oakland, Maryland

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Jason Sweitzer, a Financial Advisor at Ameriprise Financial Services, LLC, located at 20768 Garrett Highway in Oakland, Maryland, United States, offers a wide range of financial services to meet the needs of individuals and small business owners. Jason holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, Jason is dedicated to helping clients make informed financial decisions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jason Sweitzer is committed to providing personalized and professional financial advice to help you achieve your financial goals.

Clear Mountain Bank, located at 12730 Garrett Highway in Oakland, Maryland, is proud to have been voted as the Best Bank in Morgantown for the 10th year in a row. As a community-focused institution, we offer a wide range of services tailored to both personal and business financial needs. Our branches throughout North Central West Virginia and Western Maryland provide easy access and convenience, with extended hours through video teller services. Whether you're looking to open a checking account, apply for a mortgage loan, or explore options for business banking, Clear Mountain Bank is here to help. Our commercial lending services support local businesses with commercial loans, while our private banking services offer personalized financial management for individuals.