Home Careers Privacy Contact Resources Locations Search Personal Business Mortgages Investments Digital Investment Products INVESTMENT HOME INVESTMENT TEAM PRODUCTS SERVICES SCHEDULE AN APPOINTMENT INVESTMENT RESOURCES Which Investment Product is Right for You? At Clear Mountain Investments, we are dedicated to providing access to a full array of investment product options for your financial planning needs. Whether you are looking for Mutual Funds, Fixed and Variable Annuities, or Managed Accounts, our team can help you through the process to determine your options. We also offer both 401K and Simple IRAs for your retirement needs. Our Investment office is located in Morgantown, WV and proudly services North Central West Virginia and Oakland, Maryland. Contact our team today to learn more. View Investment Products Be sure to view the various investment products you have access to through Clear Mountain Investments advisors to see which may be suitable for you. We invite you to contact our team to help guide you through the various financial products. Managed Accounts An account (active or passive) using manager models with multiple different investment strategies which includes tax efficiency and rebalancing of funds. Portfolios built to the individual needs of your personal situation. Brokerage Accounts An array of possibilities within the account that may include common and preferred stocks, municipal bonds, exchange-traded funds, mutual funds, annuities and money market funds. Fixed and Variable Annuities Investment strategies that can provide tax-deferred growth and an income stream later in life. Insurance: Term, Whole, Universal Protect your assets and your legacy in a more tax-efficient way. Traditional and Roth IRA A broad range of tax-deferred investment strategies and planning tools outside of the pension and 401k savings plan. 401k Employer-sponsored plans to help with employee retention and planning for your and your employees future. Simple and SEP IRAs A retirement plan that may be established by employers, including self-employed individuals for the benefit of their employees. Smart 529 Plan A tax-advantaged savings plan designed to encourage families to save for college. Sign Up For A Free Financial Review Allow our Investment team to provide a free financial review in order to create a custom plan tailored to your specific goals and needs. Sign-Up Now Schedule An Appointment With An Investment Specialist Have questions? Not sure where to start? No worries. Allow our team at Clear Mountain Investments to help get you started. It’s easier than you think! Schedule Now Home Careers Privacy Contact Locations Site handcrafted by The Stick Co. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of the Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WV, MD, PA, VA, OH, CT, FL, GA, IN, NC, NJ, SC, and WA.