TOP 10 Investment advisor near me in Morgantown, West Virginia

Kenneth Fultz LPL Financial is a reputable financial institution located at 2885 University Avenue in Morgantown, West Virginia. As a trusted financial advisor, Kenneth Fultz provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kenneth Fultz LPL Financial is dedicated to providing top-notch financial advice and solutions to individuals and businesses in the West Virginia area. Whether you are looking to invest, plan for retirement, or secure your financial future, Kenneth Fultz LPL Financial is here to help you every step of the way.

Voya Financial Advisors is a reputable finance institution located at 48 Donley Street in Morgantown, West Virginia, United States. As a trusted financial advisor, they provide expert guidance and personalized financial planning services to help individuals and families achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Voya Financial Advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Northwestern Mutual of Morgantown WV is a trusted finance and insurance agency located at 1053 Maple Drive in Morgantown, West Virginia, United States. Our dedicated team of professionals is committed to helping clients achieve their financial goals and protect what matters most to them. With a wide range of insurance and investment products, we strive to provide personalized solutions tailored to each individual's needs. Whether you are planning for retirement, saving for your children's education, or looking to secure your family's future, Northwestern Mutual of Morgantown WV is here to help you every step of the way. Visit us today to learn more about how we can assist you in building a secure financial foundation.

Edward Jones - Financial Advisor: Lex J Singleton is a finance institution located at 827 Fairmont Road in Morgantown, West Virginia, United States. As a financial advisor, Lex J Singleton provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can trust in the expertise and guidance offered by this institution. Whether clients are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Lex J Singleton is dedicated to helping individuals and families secure their financial well-being.

Edward Jones - Financial Advisor: Hayden T Mason, CRPS™ is a reputable finance institution located at 1 Wharf Street in Morgantown, West Virginia, United States. With a focus on personalized financial planning and investment strategies, Hayden T Mason, CRPS™ provides expert guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, build wealth, or plan for the future, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Hayden T Mason, CRPS™ and the team at Edward Jones to help you navigate the complexities of the financial world and secure a stable financial future.

Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™ is a trusted financial institution located at 3280 University Avenue in Morgantown, West Virginia, United States. With a team of highly qualified professionals led by Brian C Kurcaba, who holds prestigious certifications such as CFP®, ChFC®, CRPC™, and CRPS™, this institution offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, Edward Jones is committed to providing expert guidance and tailored solutions to meet your individual needs. Trust Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™ to help you navigate the complexities of the financial world and build a secure financial future.

Brett Clark - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6000 Hampton Center in Morgantown, West Virginia, United States. Brett Clark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. Brett Clark also specializes in working with domestic partners, seniors, retirees, and small business owners to provide tailored financial advice. With a strong focus on ethical practices and continuous education, Brett Clark is dedicated to helping clients achieve their financial goals. Contact Brett Clark - Financial Advisor at Ameriprise Financial Services, LLC for comprehensive and personalized financial planning services.

Edward Jones - Financial Advisor: Raymie Mason is a reputable financial institution located at 1 Wharf Street in Morgantown, West Virginia. As a finance-focused establishment, they provide personalized financial planning and investment services to help individuals achieve their financial goals. With Raymie Mason as the dedicated financial advisor, clients can expect expert advice and guidance tailored to their specific needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Raymie Mason is committed to helping you make informed decisions and achieve financial success.

Jonathan Schnell - TIAA Wealth Management Advisor is a reputable finance institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. Specializing in wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide the highest level of service and support to our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jonathan Schnell - TIAA Wealth Management Advisor is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Travis Maraney is a Financial Advisor at Ameriprise Financial Services, LLC located at 6000 Hampton Center in Morgantown, West Virginia, United States. Travis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Travis' expertise in asset management, retirement planning, estate planning, investment management, financial planning principles, and more. Travis is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Edward Jones - Financial Advisor: Ryan Mason is a trusted financial institution located at 1 Wharf Street in Morgantown, West Virginia. As a finance institution, we specialize in providing personalized investment and wealth management services to help our clients achieve their financial goals. Our experienced financial advisor, Ryan Mason, is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Ryan Mason is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Nicolas Heywood - TIAA Wealth Management Advisor is a trusted financial institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. As a dedicated wealth management advisor, Nicolas Heywood provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Nicolas Heywood - TIAA Wealth Management Advisor is committed to providing expert financial advice and guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or investing for the future, Nicolas Heywood can help you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives. Contact Nicolas Heywood - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Matt McLaughlin is a reputable financial institution located at 1427 Earl L Core Road in Morgantown, West Virginia, United States. As a trusted advisor, Matt McLaughlin provides personalized financial solutions to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones is committed to providing top-notch financial services to individuals and businesses in the Morgantown area. Contact Matt McLaughlin today to learn more about how Edward Jones can help secure your financial future.

Raymond Prendergast - TIAA Wealth Management Advisor is a finance institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. As a trusted wealth management advisor, Raymond Prendergast provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Raymond Prendergast offers tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Raymond Prendergast is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

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.

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.

Allstate Personal Financial Representative: James Work is a trusted finance and insurance agency located at 411 Oakland Street in Morgantown, West Virginia, United States. With a commitment to providing personalized financial solutions to meet the unique needs of each client, James Work offers a wide range of insurance products and financial services. Whether you are looking to protect your assets, plan for retirement, or invest for the future, James Work is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and start planning for a secure financial future.

TIAA Financial Services is a trusted institution located at 1399 Stewartstown Road in Morgantown, West Virginia. As a comprehensive financial services provider, TIAA offers a range of banking, investment, and insurance services to meet the diverse needs of its clients. With a commitment to financial security and stability, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Visit TIAA Financial Services today to experience personalized service and expert advice from their team of professionals.

Clear Mountain Financial Solutions, located at 102 Venture Drive in Morgantown, West Virginia, offers goals-based financial planning services to help clients achieve their financial goals through holistic planning strategies. With access to quality investment products such as portfolios, annuities, insurance, and education savings plans, our experienced team can assist clients at every stage of life, whether they are getting married, starting a family, changing careers, planning for retirement, or simply organizing their finances. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker/dealer. Clear Mountain Bank and Clear Mountain Financial Solutions work in partnership with LPL to provide comprehensive financial guidance. Schedule a meeting with us today to review your portfolio and discuss your financial needs.

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.

Mundell Financial Group is a leading finance institution located at 69 Clay Street in Morgantown, West Virginia, United States. With a strong reputation for providing expert financial services, Mundell Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Mundell Financial Group is dedicated to providing personalized and comprehensive financial guidance. Visit us today to learn more about how we can help you secure your financial future.

Thomas Financial is a reputable finance institution located at 1281 Suncrest Towne Centre Drive in Morgantown, West Virginia. As a trusted financial partner, we offer a wide range of services including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Thomas Financial is here to provide personalized financial solutions tailored to your individual needs. Visit us today to learn more about how we can help you reach your financial goals.

Integrity Financial Planning is an independent financial services firm located in Morgantown, West Virginia. Our team specializes in helping clients pursue their financial goals through a variety of strategies, while also providing protection in the face of unexpected events. We focus on guiding clients through the Three Phases of Financial Planning, offering personalized advice and solutions tailored to individual needs. At Integrity Financial Planning, we understand the importance of long-term investing and offer valuable insights on the subject. Our website features informative videos and resources to help clients make informed decisions about their financial future. Please note that our financial advisors do not provide tax or legal advice, and we recommend consulting with professionals in those fields for specific guidance.

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.

Orion Financial LLC is a finance institution located at 1211 Cheat Road in Morgantown, West Virginia, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complex world of finance.