Investment solutions in Morgantown, WV
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Citizens Bank of Morgantown
● ClosedCitizens Bank of Morgantown, located at 265 High Street in Morgantown, West Virginia, is a community-focused institution offering a wide range of low-cost financial products and services. With 95% of every dollar invested staying within the community, Citizens Bank of Morgantown prioritizes building personal relationships and empowering the local community. Whether you're in need of checking and savings accounts, CDs, IRAs, loans, or online banking solutions, Citizens Bank of Morgantown has you covered. The institution prides itself on knowing customers by name and providing personalized service beyond reproach.
265 High St, Morgantown, WV 26505, United States -
Clear Mountain Financial Solutions
● ClosedClear 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.
102 Venture Dr, Morgantown, WV 26508, United States -
Northwestern Mutual of Morgantown WV
● ClosedNorthwestern 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.
1053 Maple Dr Suite 200, Morgantown, WV 26505, United States -
Morgantown Area Partnership
● ClosedThe Morgantown Area Partnership is a finance institution located at 265 Spruce Street in Morgantown, West Virginia, United States. The institution serves as a hub for financial services and resources, catering to the needs of businesses and individuals in the area. With a focus on supporting economic growth and development in the region, the Morgantown Area Partnership offers a range of financial solutions and expertise to help businesses thrive and succeed. Whether you are looking for investment opportunities, loans, or financial advice, the institution is dedicated to providing top-notch service and support to its clients.
265 Spruce St Suite 100, Morgantown, WV 26505, United States -
Sierra Pacific Mortgage - Morgantown, WV
● ClosedSierra Pacific Mortgage - Morgantown, WV Located at 1704 Mileground Rd Suite B, Morgantown, WV 26505, Sierra Pacific Mortgage is a trusted local financial institution dedicated to helping individuals and families achieve their homeownership dreams. Specializing in a wide range of mortgage services, the experienced team at Sierra Pacific Mortgage offers personalized solutions to meet the unique needs of each client. Whether you are a first-time homebuyer, looking to refinance, or seeking investment property financing, their knowledgeable professionals are committed to providing exceptional service and guidance throughout the entire mortgage process. With a strong focus on customer satisfaction and a deep understanding of the local real estate market, Sierra Pacific Mortgage in Morgantown, WV, is your go-to partner for reliable and efficient mortgage solutions.
1704 Mileground Rd Suite B, Morgantown, WV 26505, United States -
Allstate Personal Financial Representative: James Work
● ClosedAllstate 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.
411 Oakland St, Morgantown, WV 26505, United States -
PNC Bank
● ClosedPNC Bank is a trusted financial institution located at 455 Suncrest Towne Centre Drive in Morgantown, West Virginia. As a full-service bank, PNC offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations and online banking services, PNC Bank is committed to providing customers with easy access to their money and financial resources. Visit PNC Bank today to experience exceptional customer service and secure banking solutions.
455 Suncrest Towne Centre Drive Ste 101, Morgantown, WV 26505, United States -
Mid-Atlantic Technology Research
● OpenMid-Atlantic Technology Research, located at 430 Drummond Street in Morgantown, West Virginia, is a leading chemical and advanced systems technology company. With a focus on moving innovation into the marketplace, Mid-Atlantic Technology Research offers solutions to hard problems from concept to commercialization. Their deep technical heritage and state-of-the-art lab and pilot plant facilities provide the talent and resources needed for chemical and energy companies to develop, improve, and scale chemical processes while minimizing cost and risk. Mid-Atlantic Technology Research also offers advanced systems and software development services, helping organizations better manage schedule and cost while tapping into their expertise in turning data into actionable knowledge. They provide rapid access to a diversity of expertise and technical resources for chemical process development efforts, as well as proven technology development methodologies to increase return on investment.
430 Drummond St #2, Morgantown, WV 26505, United States -
Kenneth Fultz LPL Financial Financial advisor
● ClosedKenneth 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.
2885 University Ave ste c, Morgantown, WV 26505, United States -
Mundell Financial Group
● ClosedMundell 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.
69 Clay St, Morgantown, WV 26501, United States -
Thomas Financial
● ClosedThomas 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.
1281 Suncrest Towne Centre Drive, Morgantown, WV 26505, United States -
Integrity Financial Planning
● ClosedIntegrity 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.
1283 Suncrest Towne Centre Drive, Morgantown, WV 26505, United States -
Huntington Private Bank
● ClosedHuntington 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.
3120 University Ave, Morgantown, WV 26505, United States -
Edward Jones
● ClosedEdward 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.
1427 Earl L Core Rd, Morgantown, WV 26505, United States -
Northwestern Mutual: Chris Wade
● ClosedNorthwestern 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.
1053 Maple Dr Suite 200, Morgantown, WV 26501, United States -
Huffman & Ross Wealth Management-Erik Huffman & Jennifer Ross
● ClosedHuffman & Ross Wealth Management, led by Erik Huffman and Jennifer Ross, is a premier financial institution located in Morgantown, West Virginia. With a dedication to providing personalized wealth management services, the team at Huffman & Ross takes a comprehensive approach to helping clients achieve their financial goals. Their expertise in investment strategies, retirement planning, and estate planning ensures that clients receive tailored solutions to meet their individual needs. Visit their office at 6220 Mid Atlantic Drive to start your journey towards financial success.
6220 Mid Atlantic Dr, Morgantown, WV 26508, United States -
Edward Jones - Financial Advisor: Lex J Singleton
● OpenEdward 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.
827 Fairmont Rd Suite 202, Morgantown, WV 26501, United States -
William Payne - TIAA Financial Consultant
● OpenWilliam Payne - TIAA Financial Consultant is a reputable financial institution located at 1399 Stewartstown Road in Morgantown, West Virginia. As a TIAA Financial Consultant, William Payne offers expert financial advice and services to help clients achieve their financial goals. With a strong focus on personalized financial planning, investment management, and retirement planning, William Payne is committed to providing top-notch financial solutions to individuals and families in the Morgantown area. Trust in William Payne - TIAA Financial Consultant for all your financial needs.
1399 Stewartstown Rd # 100, Morgantown, WV 26505, United States -
Henderson Financial - Northwestern Mutual
● OpenHenderson Financial - Northwestern Mutual is a reputable finance and insurance agency located at 121 Simpson Street in Morgantown, West Virginia, United States. With a strong focus on providing personalized financial solutions, they offer a wide range of services including investment planning, retirement planning, and insurance coverage. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Trust Henderson Financial - Northwestern Mutual to provide expert guidance and support in navigating the complexities of the financial world.
121 Simpson St, Morgantown, WV 26501, United States -
Edward Jones - Financial Advisor: Brian C Kurcaba, CFP®|ChFC®|CRPC™|CRPS™
● ClosedEdward 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.
3280 University Ave #5, Morgantown, WV 26505, United States -
Trilith Wealth Management
● ClosedTrilith Wealth Management is a leading finance and insurance agency located at 3345 University Avenue in Morgantown, West Virginia. With a team of experienced professionals, we provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Trilith Wealth Management to guide you towards a secure financial future.
3345 University Ave Suite 5, Morgantown, WV 26505, United States -
Legacy Financial Group
● ClosedLegacy Financial Group is a leading finance institution located at 503 Burroughs Street in Morgantown, West Virginia, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how Legacy Financial Group can help you secure your financial future.
503 Burroughs Street, Morgantown, WV 26505, United States -
Jason Junkin - TIAA Financial Consultant
● OpenJason Junkin - TIAA Financial Consultant is a reputable financial institution located at 1399 Stewartstown Road in Morgantown, West Virginia. As a trusted advisor, Jason Junkin provides personalized financial consulting services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and wealth management, Jason Junkin offers expert guidance and support to individuals and families seeking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jason Junkin - TIAA Financial Consultant is dedicated to providing sound financial advice and tailored solutions to meet your unique needs. Contact us today to schedule a consultation and take the first step towards financial success.
1399 Stewartstown Rd # 100, Morgantown, WV 26505, United States -
Edward Jones - Financial Advisor: Matt McLaughlin
● ClosedEdward 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.
1427 Earl L Core Rd, Morgantown, WV 26505, United States -
Raymond Prendergast - TIAA Wealth Management Advisor
● ClosedRaymond 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.
1399 Stewartstown Rd # 100, Morgantown, WV 26505, United States -
Luttner Financial Group
● OpenLuttner 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.
2002 White Willow Way, Morgantown, WV 26505, United States -
Lifetime Financial Growth
● ClosedLifetime 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.
2002 White Willow Way, Morgantown, WV 26505, United States -
United Bank
● ClosedUnited Bank is a reputable financial institution located at 990 Elmer Prince Drive in Morgantown, West Virginia. As a full-service bank, United Bank offers a wide range of financial services to meet the needs of individuals, businesses, and communities. With a strong focus on customer service and community involvement, United Bank is dedicated to providing personalized solutions and fostering financial growth and stability for its clients. Whether you are looking for personal banking services, business loans, or investment opportunities, United Bank is committed to helping you achieve your financial goals. Visit us today to experience the difference that United Bank can make in your financial future.
990 Elmer Prince Dr, Morgantown, WV 26505, United States -
United Bank
● ClosedUnited Bank is a leading financial institution located at 154 Fayette Street in Morgantown, West Virginia. As a full-service bank, United Bank offers a wide range of financial services to individuals, businesses, and organizations. With a commitment to providing exceptional customer service and innovative banking solutions, United Bank is dedicated to helping customers achieve their financial goals. Whether you need a checking account, savings account, loan, mortgage, or investment advice, United Bank has the expertise and resources to meet your needs. Visit us today to experience the convenience and reliability of banking with United Bank.
154 Fayette St, Morgantown, WV 26505, United States -
United Bank
● ClosedUnited Bank is a reputable financial institution located at 40 Hurley Street in Morgantown, West Virginia. As a full-service bank, United Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a commitment to providing excellent customer service and innovative banking solutions, United Bank is dedicated to helping customers achieve their financial goals. Whether you are looking for a checking account, mortgage loan, or investment opportunities, United Bank is here to assist you every step of the way. Visit us today to experience the difference of banking with United Bank.
40 Hurley St, Morgantown, WV 26501, United States
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