BEWARE OF SCAMMERS

We have been made aware of scammers using a spoofing tactic in which a phone call appears to be coming from Clear Mountain Bank, when it is not. The scammer will ask for your card number to verify charges. Please DO NOT give out account or credit or debit card numbers or online banking information over the phone. Instead, hang up and call us at 304.379.2265 to verify if you have fraud on your account. After hours, please call 833.660.0463

Financial Planning

HELPING YOU PLAN FOR TOMORROW, TODAY.

At Clear Mountain Financial Solutions, we use a goals-based financial planning model, enabling us to help clients work toward meeting all their financial goals through holistic financial planning.

Our name aligns with our overall mission – to provide prudent financial guidance, advice, and planning strategies to our clients. We also have access to quality investment products to help you pursue your financial goals. These products include investment portfolios, annuities, insurance, and education savings plans.

Whether you are recently married, having children, changing jobs, planning retirement, or simply organizing your financials, our typical client fits all these scenarios.

Visit us in Pierpont Centre at 102 Venture Drive in Morgantown, conveniently located on the first floor. We welcome the opportunity to schedule a time to meet in person to review your portfolio and answer any questions.

Schedule a Free Financial Review
Schedule an Appointment
Financial Solutions Services
Financial Solutions Products
Financial Advising Team
Financial Planning Resources

We use cookies to provide the services and features offered on our website and to improve our user experience. Click for details

Select a location

Wisconsin

Wisconsin

Wisconsin