TOP 30 Best Managed accounts in Morgantown, West Virginia

Citizens 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.

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.

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.

Morgantown AES Federal Credit Union is a finance institution located at 1133 Van Voorhis Road in Morgantown, West Virginia, United States. Stay informed by downloading their monthly newsletter to be the first to learn about new specials and important announcements. The lobby is open Monday through Friday from 8 A.M. to 3 P.M., and the drive-thru is open on Mondays and Fridays from 7:30 A.M. to 4 P.M., and Tuesdays through Thursdays from 7:30 A.M. to 3 P.M. Use their custom loan calculator to find your best deal. Check out their new update to Flex-Teller, MOBICINT. The audio system is now up and running, with the new number being (304) 212-5628. Login to MOBICINT for more information. MAES Federal Credit Union is an Equal Housing Lender and Member NCUA.

The Morgantown Finance Department, located in the Morgantown Municipal Building at 389 Spruce St #1, Morgantown, WV 26505, serves as a cornerstone for the financial operations of the local government. This essential department specializes in accounting and finance services, ensuring the meticulous management of the city's fiscal resources. As a local government office, the Morgantown Finance Department is dedicated to maintaining transparent and efficient financial practices, supporting the city's economic stability, and providing residents with accurate financial information. Whether you need assistance with municipal budgets, financial reports, or tax-related inquiries, the professional staff at the Morgantown Finance Department is committed to serving the community with expertise and integrity.

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.

Melissa Powers CPA & Associates PLLC is a reputable accounting and finance institution located at 1195 Pineview Drive in Morgantown, West Virginia, United States. With a team of skilled professionals led by certified public accountant Melissa Powers, the firm offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can expect personalized and reliable financial solutions to help them achieve their goals. Melissa Powers CPA & Associates PLLC is dedicated to providing top-notch expertise and exceptional customer service to individuals and businesses alike.

Clear Mountain Bank is a trusted financial institution located at 946 Maple Drive in Morgantown, West Virginia, United States. As a full-service bank, Clear Mountain Bank offers a range of financial services including checking accounts, savings accounts, loans, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Clear Mountain Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals. Visit us today to see how we can assist you with your banking needs.

Welcome to Clear Mountain Bank, proudly serving the Morgantown community and beyond! Located at 102 Venture Dr, Morgantown, WV, we are thrilled and humbled to have been voted the Best Bank in Morgantown for the 10th consecutive year. This accolade underscores our commitment to being the community bank of choice.

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.

H&R Block is a leading accounting and finance institution located at 55 Don Knotts Boulevard in Morgantown, West Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.

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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.

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.

Phillips & Associates Financial Group- New York Life is a renowned finance and insurance agency located in Morgantown, West Virginia. With a prime location at 2900 University Avenue, this institution offers top-notch financial and insurance services to individuals and businesses in the area. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Phillips & Associates Financial Group- New York Life are here to help. Trust in their expertise and dedication to help you achieve your financial goals and secure your future.

Booksmart is a renowned institution specializing in accounting and finance located at 990 Fairmont Road in Morgantown, West Virginia. Our experienced team of professionals provides top-notch education and training in the field of finance to help students excel in their careers. With a strong focus on practical skills and real-world applications, Booksmart prepares individuals for success in the competitive financial industry. Join us at Booksmart and take your accounting and finance knowledge to the next level.

Alliance Tax & Bookkeeping LLC is a reputable accounting and finance institution located at 3138 Earl L Core Road in Morgantown, West Virginia. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, and financial consulting. Their commitment to accuracy and personalized service sets them apart from other firms in the area. Whether you are an individual or a business in need of financial assistance, Alliance Tax & Bookkeeping LLC is dedicated to helping you achieve your financial goals.

Maloney & Associates is a reputable accounting and finance institution located at 1102 About Town Place in Morgantown, West Virginia, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Maloney & Associates to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to providing top-notch service and support to meet your accounting and finance needs.

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.

Farcin H Allen CPA is a reputable accounting and finance institution located at 503 Morgantown Avenue in Fairmont, West Virginia, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their commitment to providing high-quality, personalized services has earned them a strong reputation in the community. Whether you need help with your personal finances or assistance with your business accounts, Farcin H Allen CPA is dedicated to helping you achieve your financial goals.

At Huntington Insurance, we are committed to supporting those who dedicate their lives to the growth, health, and safety of our communities. Located at 133 Green Bag Road in Morgantown, WV, we offer a range of insurance products designed to provide peace of mind and financial security. Our services extend beyond traditional insurance offerings. We emphasize the importance of managing your money effectively today, tomorrow, and into the future. With the rapid advancement of technology, we also provide insights into how online banking can benefit you, making your financial management more convenient and secure.

Mountaineer Card Services, located at Evansdale Dr G-118 in Morgantown, West Virginia, is an essential resource for students, faculty, and staff at the university. Specializing in campus identification and access solutions, this service center provides the official Mountaineer Card, which serves as a multipurpose ID for the university community. The Mountaineer Card offers convenient access to a range of services, including building entry, meal plans, library privileges, and campus events. In addition to issuing new cards and replacements, Mountaineer Card Services supports card-related inquiries and account management, ensuring seamless integration into campus life. With its central location and dedicated team, Mountaineer Card Services is committed to enhancing the university experience through efficient and user-friendly card solutions.

Finesse Capital, located at 1544 District Dr, Morgantown, WV 26505, is a premier financial service provider dedicated to meeting the diverse needs of the local community. Specializing in both ATM services and comprehensive financial solutions, Finesse Capital offers a seamless blend of convenience and expertise. Whether you're looking to access quick cash through their state-of-the-art ATM facilities or seeking professional financial advice and services, Finesse Capital stands out as a reliable partner in your financial journey. Their commitment to excellence and personalized service makes them a trusted choice for residents and businesses in Morgantown and the surrounding areas. Visit Finesse Capital to experience top-tier financial services tailored to your unique needs.

Hardesty & Associates, AC is a premier accounting and finance firm situated at 449 Fortress Blvd, Morgantown, WV 26508, United States. Renowned for its commitment to excellence and personalized service, Hardesty & Associates offers a comprehensive range of financial solutions tailored to meet the unique needs of individuals and businesses alike. Whether you require meticulous bookkeeping, strategic financial planning, or expert tax preparation, their team of experienced professionals is dedicated to helping you achieve your financial goals with precision and integrity. At Hardesty & Associates, AC, client satisfaction is paramount, and they strive to build lasting relationships based on trust and exceptional service.

The Bank is a lively bar located at 344 High Street in the heart of Morgantown, West Virginia. With its cozy atmosphere and friendly staff, The Bank is the perfect spot to unwind after a long day or catch up with friends over drinks. Whether you're in the mood for a craft cocktail, a cold beer, or a glass of wine, The Bank has something for everyone. Stop by and experience the vibrant nightlife scene that makes this bar a favorite among locals and visitors alike.

Padgett Advisors is a trusted accounting and finance institution located at 1137 Van Voorhis Road in Morgantown, West Virginia. Our team of experienced advisors provides a wide range of financial services to businesses and individuals, including tax planning, bookkeeping, and financial consulting. With a commitment to personalized service and attention to detail, Padgett Advisors is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and financial needs.

United 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.

Pride & Winter is a reputable accounting and finance institution located at 1010 Boulevard Avenue in Fairmont, West Virginia, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our goal is to help our clients achieve their financial goals and make sound financial decisions. Whether you need help with tax preparation, financial planning, or investment management, Pride & Winter is here to provide expert guidance and support. Visit us today to see how we can help you secure a brighter financial future.

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.

United Bank is a reputable financial institution located at 101 Venture Drive 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 a trusted partner for all your financial needs. Visit us today to experience the difference that United Bank can make in your financial future.