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Financial Advisors in Morgantown, WV

How to choose a financial advisor in Morgantown

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Jennifer Ross

Financial Advisor

Huffman & Ross Wealth Management Llc

Morgantown, WV

ProfileNo contact yet

Kayla Traver

Financial Advisor

The Huntington Investment Company

Morgantown, WV

ProfileNo contact yet

Jace Kyle

Financial Advisor

Park Avenue Securities Llc

Morgantown, WV

ProfileNo contact yet

James Work

Financial Advisor

Allstate Financial Services, Llc

Morgantown, WV

ProfileNo contact yet

Jon Huffman

Financial Advisor

Huffman & Ross Wealth Management Llc

Morgantown, WV

ProfileNo contact yet

Sherry Pletcher

Financial Advisor

Northwestern Mutual Investment Services, Llc

Morgantown, WV

ProfileNo contact yet

Joel Richardson

Financial Advisor

Northwestern Mutual Investment Services, Llc

Morgantown, WV

ProfileNo contact yet

Brian Dean

Financial Advisor

United Brokerage Services, Inc

Morgantown, WV

ProfileNo contact yet

James Gump

Financial Advisor

Northwestern Mutual Investment Services, Llc

Morgantown, WV

ProfileNo contact yet
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