State Farm

Our wealth management advisors in TIAA’s Morgantown, WV office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (855) 842-2088.

For years, we've helped families and businesses across Morgantown reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And we'll be there to guide you every step of the way.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence. Contact us today for more information!