Edward Jones - Financial Advisor: Hayden T Mason, CRPS™

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.

Located in the vibrant city of Morgantown, WV, Orion Financial LLC stands as a testament to the expertise and dedication of its founders, Allen D. Poe, AIF®, CLU®, and John M. Stolar, AIF®. With a combined experience of over 30 years in the financial services industry, their guiding principles revolve around prioritizing the financial goals and objectives of their valued clients. This firm prides itself on fostering enduring relationships built on a foundation of trust and exceptional client service. Specializing in a range of financial services including 401(k) rollovers, retirement planning, investments, lifetime income, and risk management, Orion Financial LLC offers a comprehensive approach to helping individuals secure their financial futures. As Registered Representatives/Investment Advisor Representatives of Centaurus Financial, Inc., Member FINRA and SIPC, Allen Poe and John Stolar bring a wealth of knowledge and professionalism to every client interaction, ensuring that each individual receives personalized attention and expert guidance towards their financial goals. Generated using this place's available information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy