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Christmas without Cash Morgantown WV

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Morgantown, WV. We have compiled a list of businesses and services around Morgantown, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. Bradey J. Loffert, CFP®
(304) 282-0702
121 Simpson St
Morgantown, WV
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mr. Lester J. Clark, CFP®
(304) 598-0003
3041 University Avenue
Morgantown, WV
Firm
Ameriprie

Data Provided By:
Mr. H. Thomas Broadwater, CFP®
(724) 439-8636
81 West Main St
Uniontown, PA
Firm
United Brokerage Services, Inc
Areas of Specialization
Banking, Comprehensive Financial Planning, Wealth Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
James Winter
Mountaineer Financial Planning, LLC
(304) 722-2065
410 6th Avenue
St. Albans, WV
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Brandon Michael Cline, CFP®
(304) 733-0011
PO Box 207
Barboursville, WV
Firm
Northwestern Mutual®
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Special Needs Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided By:
Edwin Landis
60 West Street Suite 404
Annapolis, MD
Company
Title: Financial Consultant
Company: Landis Financial Services
Type
Investment Advisor Rep: Yes
Education
Michigan State University/ BA
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,Stock Market Alternative,Medicaid,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Ind

Data Provided By:
Mr. Richard A. Sementa, CFP®
(304) 581-6081
990 Elmer Prince Drive
Morgantown, WV
Firm
United Brokerage Services, Inc.
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

Data Provided By:
Primerica Financial Svc
(724) 430-7309
70 Lebanon Ave Ste C
Uniontown, PA

Data Provided By:
Archibald Hoxton
Hoxton Financial, Inc.
(304) 876-2619
8530 Shepherdstown Pike
Shepherdstown, WV
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. James A. Winter, CFP®
(304) 722-2065
410 6th Avenue
Saint Albans, WV
Firm
Mountaineer Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Investment Planning

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