Investment Solutions for Monongalia County, WV

Innovative Investments provides outstanding investment solutions for clients in Monongalia County, West Virginia. Our dedicated staff is ready to help you with all your investment needs. We specialize in retirement planning, mutual funds, estate planning, individual securities, tax planning, annuities, education planning, and more. If you are looking for a dependable investment company to help you position yourself for a great future, give us a call today or fill out our online Contact form. We look forward to hearing from you.

Experienced Investment Planning Services Available in Morgantown, WV

Many people know that they need to invest. However, choosing how to invest based on their specific financial situation and short and long term goals is not an easy endeavor. We strive to provide the best possible advice, support and investment planning services to clients in Morgantown, WV. So whether you are just starting out and want to take slow, steady steps toward building your investment portfolio or want to dive in with both feet and quickly make up for lost time, we are available to help. We understand that each and every client is unique and will assist you in putting the right plan in place for your specific situation and financial goals.

Retirement Planning Services That are Helping Clients in Westover, WV

You have worked hard you entire life, now let’s hope that you let your money work as hard as you have. Putting money into a retirement plan should work hard for you, so when the time come to retire, you feel secure in your decisions. If you are concerned about your retirement plan and are would like to discuss what you can do to make sure your financials are ready when you are, call Innovative Investments today. Our experienced team can review your current situation and help you rest easy knowing that your funds will be there when you need them most.

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Affordable Life Insurance Policies Protect Clients in Blacksville, WV

Do you have enough life insurance to protect your family if the unthinkable happens? Knowing how much life insurance you need is not an exact mathematical equation. We help clients review their current financial situation and come up with a customized plan to make sure they are confident their family will be taken care of in the event of a death. If you would like to speak to an experienced team about your life insurance needs, give Innovative Investments a call today. We are happy to help you find the peace of mind and security you and your family deserve.

Education Planning Services Help Granville, WV Clients Plan for the Future

Planning for your child’s education can seem overwhelming and impossible. However, many families are realizing that their goals are not unreachable. We have helped many families put a financial plan in place that will enable them to head toward the college years with peace of mind and confidence. If you have a young scholar in your home and would like to start saving and investing in their future, give Innovative Investments a call today. We are happy to go over all your options and discuss how you can start building an education fund for your children.

Estate Planning Services are Valuable to Clients in Star City, WV

Estate Planning is not only for people nearing retirement age. If you are married, have children, own and home or a car, you should have a plan in place for your possessions. Having an estate plan takes the burden away from your family and loved ones and ensures that your possessions and assets are handled properly in the case of an accident or death. Estate Planning can include setting up a living will so your family will know your last wishes and not be forced to make those decisions on your behalf.