Our philosophy is simple – partner with our clients to help them prepare for an unpredictable future. Our approach is dynamic. We even offer complimentary consultations.
We listen to your needs and goals. Then, we’ll work with you to determine investment recommendations that meet your comfort level and resources.
Learn More Meet Your Advisor Contact UsA Simplified Employee Pension, or SEP IRA, is ideal for small business owners and self-employed individuals.
Learn More Meet Your Advisor Contact UsThis is a Savings Incentive Match Plan for Employees, or Simple IRA. Together, we’ll find out if this tax-deferred employer provided retirement plan is right for your business.
Learn More Meet Your Advisor Contact UsTraditional and Roth IRAs are an effective long-term savings tool.
Learn More Meet Your Advisor Contact UsWe offer 401K assistance and pension rollovers to help ensure your investments are allocated to meet your goals.
Learn More Meet Your Advisor Contact UsOur investment team is licensed to sell life and long-term care insurance in West Virginia and Ohio.
Learn More Meet Your Advisor Contact UsStay up-to-date on the latest investment news and advice.
Learn More Meet Your AdvisorCheck the background of this investment professional on FINRA’s BrokerCheck.
Located at: 631 Juliana Street, Parkersburg, WV 26101
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
