Full-Service Financial Firm
We’re a full-service financial firm. Our advisors offer full-service investments products such as asset management services, portfolio construction, and retirement fund oversight – purchasing and selling products including certificates of deposit, individual stocks and bonds, index funds, and mutual funds.
Our three primary vendors – American Funds, Vanguard, and Fidelity – are three of the largest asset managers in the industry with excellent reputations and distinguished histories each.
2550 Old US Route 60
Ona, WV 25545
P#: (304) 743-2111
Monday-Friday: 8:30 a.m.- 4:30 p.m.