WV Financial Advisor, LLC
Financial Services
Clarksburg, Wv, United States
1 employees
- Employees
- 1
WV Financial Advisor, LLC Overview
- Headquarters
- Clarksburg, Wv, United States
- Website
- wvfinancialadvisor.com
- Industry
- Financial Services
- Employees
- 1
- Founded
- 2025
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About WV Financial Advisor, LLC
Our Services: - Financial Planning - Portfolio Management Why work with us? - Independent & Fiduciary – No sales pressure, just honest advice. - Tailored Solutions – Personalized strategies based on your goals. - Ongoing Support – Continuous monitoring and adjustments to keep you on track. - Transparent Fees – No hidden costs or commissions. We are a Fee-Only advisor. Important Information WV Financial Advisor, LLC is a Registered Investment Advisor (“RIA”) in West Virginia. An investment adviser provides advice or guidance about securities investments for a fee. Investment adviser representatives (“IAR”) are regulated professionals whose primary duty is to act in the best interest of their Clients, adhering to a fiduciary standard. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where the “RIA” and its “IARs” are properly licensed or exempt from licensure. The information provided is for educational purposes only and should not be considered investment, tax, or legal advice. Please consult a qualified financial professional before making financial decisions. Investments are subject to market loss, and there can be no guarantee of future performance expectations. The United States Securities and Exchange Commission or any state securities authority has not approved or verified this information. Additional information about the Firm is available on the SEC’s website at www.adviserinfo.sec.gov. If you have any questions about the company, please contact us.
WV Financial Advisor, LLC Contact Details
- People in AeroLeads
- 1
WV Financial Advisor, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Dettman, Chfc | Turning Complex Data Into Business Intelligence - Financial Analytics & Automation Specialist | Clarksburg, West Virginia, United States |
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