Investment Services and Planning
in Marion County, West Virginia

If you live in Marion County, West Virginia and are looking for a dedicated and driven financial team that can help you reach investment success, let the team at Innovative Investments work for you. We strive to provide the best financial and investment advice and services to clients in our local communities. Be sure to browse our website for a full list of our services and Contact us for more information or to set up an appointment. We look forward to hearing from you.

Retirement Planning Services in Fairmont, WV

We meet far too many people that do not have a retirement plan in place. Waiting to set up a retirement plan or failing to have a plan, can dramatically decrease your options when retirement time comes around. Being proactive and putting a plan in place can help ensure that your retirement goals will be possible. If you would like to speak to the retirement planning experts at Innovative Investments, be sure to give us a call at your convenience. We can review your current situation and help you make decisions that will benefit your future. Don’t leave your retirement to chance.

Estate Planning Services in Mannington, WV

In truth, all people have an estate. Having an estate simply means that you own something and wish to chose what happens to it after you are no longer alive. This can even include your living will and last will and testament. So whether you own an expansive amount of assets or live a more modest life, estate planning is something you need to consider. At Innovative Investments we help a wide variety of clients from all financial levels plan their estate. We help those individuals set their families up for an easy transition if an accident should occur. Without an estate plan in place, the governmental laws will make your decisions for you. Even though these laws are in place to assist people without a plan, it may not be what you or your family would want. For more information on how we can help you, give us a call today.

Investment Opportunities Available to Clients in Pleasant Valley, WV

Are you looking for a great investment opportunity to start building your investment portfolio? Innovative Investments helps many first time investors make steady and solid investment decisions so they can start working toward building a great financial future. If you have always wanted to start investing, but do not know where to begin, let our team help you make your first steps. Our experienced and dedicated staff will help you every step of the way. We pride ourselves on building great relationships with our clients and communicating with them throughout the process. For more information, be sure to give us a call.