Morgantown, WV

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Morgantown, WV
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Best Financial Advisors in Morgantown, WV

The highest-rated Financial Planning & Wealth Management companies out of 193 vetted & reviewed in the Morgantown area.

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Kenneth Fultz LPL Financial Financial Advisor

Kenneth Fultz LPL Financial Financial Advisor

(37)
Money, Lifestyle, Tax
“Ken did a wonderful job working around my schedule to help me understand my options on rolling over multiple retirement accounts from previous jobs into one account.”
In Business Since 2012
2885 University Ave ste c, Morgantown, WV
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Booksmart

Booksmart

(3)
Industries, Business Services, Tax Services
“Great service”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
Accepts All Major Credit Cards
990 Fairmont Rd # C, Morgantown, WV
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Integrity Financial Planning

Integrity Financial Planning

(3)
Videos, Tax Library, Newsletters
“They will take the time to find the right financial planning options for you, your family, or your situation.”
In Business Since 2017
1283 Suncrest Towne Centre Drive, Morgantown, WV
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Orion Financial

Orion Financial

(3)
“Best financial advisors in the area.”
In Business Since 2006
CFP Certified
1211 Cheat Rd, Morgantown, WV
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Claudio & Company

Claudio & Company

(3)
“Morgantown and the surrounding regions have an obligation to be grateful to Dominick Claudio and his staff for services that are unmatched in other cities and states in the country.”
In Business Since 2015
151 Walnut St, Morgantown, WV
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Luttner Financial Group

Luttner Financial Group

(2)
“Having a knowledgeable professional to advocate for you without judgment, and with your best interests at heart, is something I value immensely.”
In Business Since 2006
2002 White Willow Way, Morgantown, WV
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ERL Financial Services

ERL Financial Services

Videos, Tax Library, Newsletters
“While it's tempting to forecast a continuation of these trends, LPL Research's analysis suggests an impending shift. The economy looks poised to cool down in the second half, and that will have an impact on both interest rates and markets.”
In Business Since 2009
4508 Old Morgantown Rd W, Friendsville, MD 21531
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Lambright & Gutta

Lambright & Gutta

Individuals, Financial Planning, Bookkeeping
In Business Since 2001
1199 Van Voorhis Rd STE 6, Morgantown, WV
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Familywealth Management Group

Familywealth Management Group

Retirement Planning, Business Planning, Financial Planning
“Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.”
In Business Since 2001
1660 Tyrone Rd, Morgantown, WV
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Clear Mountain Financial Solutions

Clear Mountain Financial Solutions

“Clear Mountain Bank's commercial lending services are designed to support local businesses with commercial loans, while individuals can benefit from private banking services for personalized financial management. At Clear Mountain Bank we pride ourse...”
In Business Since 2015
102 Venture Dr, Morgantown, WV
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KBF Money Managing

KBF Money Managing

(49)
  • Knowledge
  • Coach
  • Money Management
“Whether it is getting out of debt, staying on track with a budget, or investing in real estate, she has the tools and experience to mentor others into financial freedom.”
In Business Since 2017
Serving Morgantown Area
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Conley CPA Group

Conley CPA Group

(20)
Business Consulting and Advisory, Financial Institution Practice, Quickbooks Proadvisor Services
“They have been extremely helpful in making the dreaded book keeping and payroll responsibilities simple so that I can focus on the growth of my business.”
In Business Since 2006
Serving Morgantown Area
Featured

Conley CPA Group’s success is based on knowing and understanding our clients’ business needs. As professionals, we strive to serve our clientele in a timely and ethical manner, while providing the highest degree of quality service. As a firm, we are extremely committed to maintaining our excellent reputation and trust within our industry and business community!

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Patricia McDade

Patricia McDade

(4)
  • Tax Preparation
“Her professionalism and experience shows in the work she does and I plan to continue to use her in the future for all my tax preparation and financial consultations.”
In Business Since 2017
Morgantown, WV
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Fields Financial Services

Fields Financial Services

(1)
“There is a Gentleman there by the name of Ryan He's always so patient and nice He always does what we ask him with no questions about it super super nice guy.”
Serving Morgantown Area
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Tim Brown, CFP - Laurel Highlands Wealth Advisory Group

Tim Brown, CFP - Laurel Highlands Wealth Advisory Group

“The Laurel Highlands Wealth Advisory Group works closely with individuals, families, non-profits, and business owners in Southwestern Pennsylvania and across the United States. As a multi-generational team with decades of combined experience, our gro...”
In Business Since 1995
Serving Morgantown Area
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Timothy Sepsi

Timothy Sepsi

“We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.”
In Business Since 2018
Serving Morgantown Area
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---- Grandel Financial ---- Cory L. Grandel, Cmfc

---- Grandel Financial ---- Cory L. Grandel, Cmfc

“Because people are living longer. According to the U.S. Administration on Aging, persons reaching age 65 have an average life expectancy of an additional 19.3 years.* And since Social Security accounts for only about a third of total aggregate income...”
In Business Since 2021
Serving Morgantown Area
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Milinovich & Co.

Milinovich & Co.

“Milinovich & Co. Inc. was established in 1949 by the late Michael A. Milinovich, Sr., CPA, and has been providing accounting services for more than 70 years.”
In Business Since 2015
Serving Morgantown Area
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Beacon Wealth Management

Beacon Wealth Management

Wisdom To Wealth Insights, Articles, Events
“We work with you to ensure your expenses can be paid reliably and predictably for the rest of your life so you don't outlive your income. To help safeguard your income, we will segment your money with appropriate investment planning. We consider all ...”
In Business Since 2009
Serving Morgantown Area
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John M. Dilworth Financial Services

John M. Dilworth Financial Services

(2)
Community, Tell A Friend
“My financial adviser there at Dilworth's , plenty of parking and had adviser for over 10 years, very happy with results”
In Business Since 2019
Serving Morgantown Area
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Good Life Financial Advisors of West Virginia

Good Life Financial Advisors of West Virginia

College Savings, Estate Planning, Retirement Planning
“J.R. was born and raised in Bridgeport, WV, where he still resides today. He was an active athlete during his school years, playing baseball and soccer. It was during high school when he met his future wife, Abbey. Together they have two children, Za...”
In Business Since 2019
Serving Morgantown Area
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Accountmaster

Accountmaster

(44)
  • Prices
  • Payroll
  • Questions
“Outstanding job Jeff and his associates go above and beyond, they know all the tax info , go over everything with you, and treat you like a friend, they are reasonably priced, you will be very happy with there services”
25+ Years Experience
Serving Morgantown Area
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Braun-Bostich & Associates

Braun-Bostich & Associates

(23)
Family Office Service
“Their professionalism and insight has guided us through the world of finance always with a personal touch that makes us feel more like friends than clients.”
Transparent Fees & Pricing
In Business Since 1994
Accepts All Major Credit Cards
Serving Morgantown Area
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Stein Wealth Advisors

Stein Wealth Advisors

(14)
“Melissa, Josh and the entire staff are professional, friendly and more than willing to answer any questions or concerns about our current and future investments.”
Remote Consultations Available
In Business Since 2009
Accepts All Major Credit Cards
Serving Morgantown Area
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Retirement Planning and Investment Management Services in Morgantown, WV Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 380 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 380 cost profiles.

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