TOP 10 Financial advisor services in Morgantown, West Virginia

Luttner Financial Group is a comprehensive financial institution offering a range of services including finance, insurance, and legal expertise. Located at 2002 White Willow Way in Morgantown, West Virginia, United States, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. With a focus on personalized solutions and exceptional customer service, Luttner Financial Group strives to provide top-tier financial planning, insurance coverage, and legal consultation to individuals and businesses alike. Contact us today to learn more about how we can help secure your financial future.

Edward Jones - Financial Advisor: Kurt A Skasik, CFP®|CRPS™ is a reputable financial institution located at 935 Cheat Road in Morgantown, West Virginia, United States. Specializing in financial planning and investment services, Kurt A Skasik is a Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS) who provides personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kurt A Skasik, CFP®|CRPS™ is dedicated to helping individuals and families navigate the complexities of wealth management and retirement planning.

Lifetime Financial Growth is a leading finance and insurance agency located in Morgantown, West Virginia. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Visit us at 2002 White Willow Way to start your journey towards financial stability and long-term growth.

Jackson Hewitt Tax Service is a finance institution located at 75 Retail Circle in Morgantown, West Virginia, United States. Although their tax advance loans have ended for the year, their Tax Pros are still available to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents while you shop and a Tax Pro will handle the rest, including a quick review and e-signing process. While Refund Advance loans are no longer available this year, early options were offered at select locations. Appointments can be made for in-person or drop-off tax preparation, as well as assistance with IRS letters. To schedule an appointment, you can book online or call (304) 759-8141. The Tax Pros at this location speak English and are ready to help you get the most out of your tax return. Trust Jackson Hewitt when every dollar matters.

Bookwise Business Services is a reputable accounting and finance institution located at 1756 Mileground Road in Morgantown, West Virginia. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, financial planning, and business consulting. Whether you are a small business owner or an individual looking to manage your finances effectively, Bookwise Business Services is dedicated to providing personalized solutions to help you achieve your financial goals. Their commitment to excellence and attention to detail sets them apart as a trusted partner in financial management.

Gray, Griffith & Mays Morgantown, PLLC is a leading accounting and finance institution located at 1300 Fort Pierpont Drive in Morgantown, West Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, their expertise and dedication ensure that clients receive top-notch financial advice and support. Whether you need assistance with bookkeeping, auditing, or investment management, Gray, Griffith & Mays Morgantown, PLLC is committed to helping you achieve your financial goals.

Keestone Tax Services, LLC is a finance institution located at 1399 Stewartstown Road in Morgantown, West Virginia. Specializing in tax services, Keestone provides expert assistance to individuals and businesses with their tax preparation and planning needs. With a team of experienced professionals, Keestone Tax Services, LLC is committed to providing accurate and reliable financial guidance to help clients navigate the complexities of the tax system. Whether you are looking to maximize your deductions, minimize your liabilities, or simply need assistance with filing your taxes, Keestone Tax Services, LLC is dedicated to helping you achieve your financial goals.

Derek Nuzum, Financial Services Professional is an insurance agency located at 742 Fairmont Road in Morgantown, West Virginia, United States. With years of experience in the financial services industry, Derek Nuzum offers a wide range of insurance products and services to meet the individual needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning, Derek Nuzum is dedicated to providing personalized and professional service to help you secure your financial future. Contact Derek Nuzum, Financial Services Professional today to schedule a consultation and learn more about how they can help you protect what matters most.

Allstate Personal Financial Representative William Huggins is a trusted finance and insurance agency located at 411 Oakland Street in Morgantown, West Virginia. With a dedication to providing personalized financial services, William Huggins helps clients navigate the complexities of insurance and investment planning. Whether you're looking to protect your assets or grow your wealth, William Huggins is committed to helping you achieve your financial goals. Contact him today to schedule a consultation and take control of your financial future.

Summit Financial Networks is a finance institution located at 1042 Morgantown Avenue in Fairmont, West Virginia, United States. Our team of advisors is dedicated to helping clients with retirement planning, IRA/401K management, and investment strategies. We offer no-cost consultations to assist you in creating a personalized financial plan for your future. Our services include retirement planning, estate planning, college savings plans, life insurance, long-term care insurance, and Medicare Supplement/Prescription Drug insurance. We are a full-service brokerage firm that can help you navigate the complexities of financial planning. Securities and advisory services are offered through Cetera Advisor Networks LLC, a reputable broker-dealer and Registered Investment Advisor. Contact us today for a consultation and start planning for a secure financial future.

Colleen Knight - TIAA Wealth Management Advisor is a premier financial advisory firm located at 1399 Stewartstown Rd #100, Morgantown, WV 26505, United States. Specializing in personalized wealth management services, Colleen Knight provides expert financial guidance tailored to meet the unique needs of each client. Whether you are planning for retirement, seeking investment strategies, or managing your assets, Colleen offers comprehensive solutions designed to help you achieve your financial goals. With a commitment to excellence and a client-centered approach, Colleen Knight ensures that you receive the highest level of professional service and advice. Visit the office in Morgantown to start your journey toward financial security and prosperity.

Seamon Law Offices PLLC, located at 2101 About Town Place in Morgantown, West Virginia, is dedicated to providing estate planning services to families in West Virginia and Pennsylvania. Their focus is on ensuring financial security for individuals of all ages and their loved ones both now and in the future. The firm helps clients protect their assets from the high cost of long-term care and encourages proactive planning for life's uncertainties. With a commitment to developing personalized legacy plans, Seamon Law Offices PLLC aims to safeguard their clients' assets and provide peace of mind. Please note that the firm is licensed in West Virginia and Pennsylvania and does not offer legal advice through their website. It is recommended that individuals seek the guidance of a qualified attorney in their state before implementing any legal strategies outlined on the website.

United Security Agency is a finance, health, and insurance agency located at 486 Old Cheat Road in Morgantown, West Virginia, United States. When you choose United Security Agency, you are not limited to a single insurance company for quotes and coverage options. Our agents are partners with a carefully chosen group of companies selected for stability, service, superior products, and competitive prices. We pride ourselves on providing quality products and services tailored to your needs. Our local agents have strong roots in the community and understand the risks you face. They will help you design an insurance program to manage these risks and explain complex policy language so you can better understand your coverage. We are committed to every customer, with every call answered by a person during business hours.

Stew McCaw - MVB Mortgage/Intercoastal Mortgage, LLC is a finance institution located at 7000 Hampton Center in Morgantown, West Virginia, United States. Specializing in mortgage services, they offer a wide range of financial products to help individuals and families achieve their homeownership goals. With a team of experienced professionals, Stew McCaw - MVB Mortgage/Intercoastal Mortgage, LLC provides personalized guidance and support throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, this institution is dedicated to helping you secure the best financing options for your needs.

Megan L Nieman is a dedicated PNC Mortgage Loan Officer located at 125 Granville Square in Morgantown, West Virginia. With a National Mortgage Licensing System (NMLS) number of 1480463, Megan is committed to providing top-notch financial services to her clients. Whether you are looking to purchase a new home, refinance your current mortgage, or explore other loan options, Megan is here to help. Trust in her expertise and professionalism to guide you through the mortgage process with ease and confidence. Contact Megan L Nieman today for all your mortgage needs.

Liberty Tax is a finance institution located at 753 Chestnut Ridge Road in Morgantown, West Virginia. They offer a range of financial services including tax preparation, accounting, and financial planning. With a team of experienced professionals, Liberty Tax is dedicated to helping individuals and businesses navigate the complex world of finance. Their commitment to providing reliable and accurate financial solutions has made them a trusted resource in the community. Whether you need assistance with taxes or financial planning, Liberty Tax is here to help you achieve your financial goals.

Lambright & Gutta PLLC is a reputable accounting and finance institution located at 1199 Van Voorhis Road in Morgantown, West Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for all financial needs. Visit Lambright & Gutta PLLC today for expert financial guidance and support.

Premier Tax Consulting, LLC is a reputable accounting and finance institution located in Morgantown, West Virginia. Our team of experienced professionals is dedicated to providing top-notch tax consulting services to individuals and businesses. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of tax laws and regulations to achieve their financial goals. Visit us at 1440 Dorsey Avenue and let us help you with all your tax and financial needs.

Ruckle Homer CPA is a reputable accounting and finance institution located at 3803 Swallowtail Drive in Morgantown, West Virginia, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, auditing, bookkeeping, and financial planning. Whether you need help with your personal finances or managing your business accounts, Ruckle Homer CPA is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Oates Labritz Wealth Management is a finance institution located at 455 Suncrest Towne Centre Drive in Morgantown, West Virginia, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). Residents of select states in the U.S. can access securities-related services through this institution, but services may not be available to individuals residing outside of these states. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and information shared on social media platforms by third parties do not necessarily reflect the views of Oates Labritz Wealth Management. Additionally, when accessing external websites, individuals are advised to review the privacy and security policies of the third-party site as they may differ from those of Wells Fargo Advisors.

Northwestern Mutual: Eli Henderson is a finance institution located at 121 Simpson Street in Morgantown, West Virginia, United States. With a focus on providing financial planning and insurance services, Northwestern Mutual offers personalized strategies to help individuals and families achieve their financial goals. Led by experienced financial advisor Eli Henderson, the institution is dedicated to providing clients with expert guidance and support in managing their finances and securing their future. Whether you are looking to invest, save for retirement, or protect your assets, Northwestern Mutual: Eli Henderson is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Huntington Private Bank is a premier financial institution located at 3120 University Avenue in Morgantown, West Virginia. Our dedicated team of professionals offers a wide range of wealth and financial services, including premium banking solutions, trust and estate administration, portfolio management, securities, and investment advisory services. As a federally registered service mark of Huntington Bancshares Incorporated, we strive to provide exceptional service to our clients. Our subsidiary, Huntington Financial Advisors, offers securities and insurance products, while Huntington Insurance, Inc. provides certain insurance products. Trust and investment management services are offered by The Huntington National Bank, a national bank with fiduciary powers. Please note that lending products are subject to credit approval, and investment, insurance, and non-deposit trust products may lose value. Thank you for considering Huntington Private Bank for your financial needs.

Edward Jones is a renowned finance institution located at 1427 Earl L Core Road in Morgantown, West Virginia, United States. With a commitment to providing personalized financial services and investment advice, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for a child's education, or build wealth for the future, the knowledgeable team at Edward Jones is here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Northwestern Mutual: Chris Wade is a financial institution located at 1053 Maple Drive in Morgantown, West Virginia. Specializing in providing financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. With a focus on personalized financial strategies, Chris Wade and his team offer expert advice and guidance to clients looking to build wealth, protect assets, and plan for retirement. Trust Northwestern Mutual to provide comprehensive financial solutions tailored to your specific needs and goals.

Cunningham Powell Alexander, A.C. is an accounting and finance institution located at 1544 Mileground Road in Morgantown, West Virginia, United States. Our mission is to provide personalized financial services to help you navigate through the business of life and plan for a secure financial future. We offer a range of online apps for your convenience, making it easy to conduct business with us. Our team of licensed professionals is dedicated to optimizing your taxes, simplifying bookkeeping and payroll, and helping your new business thrive. We also focus on managing cash flow, utilizing technology for small business success, and promoting overall wellness. With our expertise, you can effectively manage business debt, navigate supply chain disruptions, and create a joyful holiday feast for all dietary preferences. Securities and Investment Advisory Services are offered through Allegheny Financial, a registered investment advisor and broker/dealer. Contact us at Stone Quarry Crossing in Pittsburgh for more information.

Smith and Associates CPA's and Consultants is a reputable financial institution located at 426 Drummond Street in Morgantown, West Virginia, United States. With a team of experienced certified public accountants and consultants, we provide a wide range of financial services including tax preparation, auditing, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for individuals and businesses seeking expert financial advice. Contact us today to see how we can help you achieve your financial goals.

Smith & Associates CPA's & Consultants is a trusted accounting and finance institution located at 511 Burroughs Street in Morgantown, West Virginia. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Smith & Associates CPA's & Consultants is here to help. Contact us today to schedule a consultation.

Suttle & Stalnaker, PLLC is a reputable accounting and finance institution located at 453 Suncrest Towne Centre Drive in Morgantown, West Virginia, United States. With a team of industry specialists, they provide valuable services with a high level of personal attention. They assist clients in navigating changing tax laws, offering year-round advice and peace of mind. Their audit and review services help organizations improve and gain a strategic advantage. They also provide accurate financial insights and recommendations to help businesses make sound decisions. Specializing in serving various industries such as auto dealerships, construction, energy, healthcare, and nonprofit organizations, Suttle & Stalnaker, PLLC offers a range of services including audit, business valuation, tax, and consulting services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals.

Thomas Price & Wilson: Donahoe Amy CPA is an accounting and finance institution located at 195 Green Bag Road in Morgantown, West Virginia, United States. With a team of experienced CPAs led by Amy Donahoe, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can expect personalized and professional service to help them achieve their financial goals.

Thomas Price & Wilson: Bechtel Corey CPA is a reputable accounting and finance institution located at 195 Green Bag Road in Morgantown, West Virginia. With a team of experienced and skilled CPAs, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing top-notch financial solutions has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, Thomas Price & Wilson: Bechtel Corey CPA is the institution you can trust to help you achieve your financial goals.