Orion Financial, LLC

Orion Financial, LLC Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor.

We can help with retirement planning, tax strategies, investment management, Social Security timing, lifetime retirement income strategies, 401(k) rollovers, and risk management. With our independent, client-first approach, Orion Financial is dedicated to providing tailored retirement strategies that safeguard your future and give you the freedom to enjoy life's next chapter. This is not an offer

to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in CA, FL, ID, GA, MD, MS, NC, OH, PA, TN, TX, UT, MO, & WV.

Memorial Day is so much more than a long weekend. It is a chance for us to remember those who gave all for this great na...
05/26/2023

Memorial Day is so much more than a long weekend. It is a chance for us to remember those who gave all for this great nation and the freedoms it offers. This Memorial Day, we pay tribute to the lives and legacies of those who made the ultimate sacrifice in serving our country, and we honor their courage.

Wishing you and yours a peaceful Memorial Day.

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We are closed Monday, May 29th in observance of Memorial Day. We will return to the office on Tuesday, May 30th.

Thank you for voting us Morgantown’s best financial planner for the second time! We appreciate everyone who took the tim...
03/14/2023

Thank you for voting us Morgantown’s best financial planner for the second time! We appreciate everyone who took the time to vote and showed their support. We’re excited for another fantastic year!

06/02/2022
Memorial Day is so much more than a long weekend. It is a chance for us to remember those who gave all for this great na...
05/27/2022

Memorial Day is so much more than a long weekend. It is a chance for us to remember those who gave all for this great nation and the freedoms it offers. This Memorial Day, we pay tribute to the lives and legacies of those who made the ultimate sacrifice in serving our country, and we honor their courage.

Wishing you and yours a peaceful Memorial Day.

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We are closed Monday, May 30th in observance of Memorial Day. We will return to the office on Tuesday, May 31st.

Orion Financial will be closed on Monday, January 17th in observance of Martin Luther King, Jr. Day. We will monitor pho...
01/14/2022

Orion Financial will be closed on Monday, January 17th in observance of Martin Luther King, Jr. Day. We will monitor phone messages and emails during this time and will return to the office on Tuesday, January 18th.

Martin Luther King, Jr. advocated for peaceful means and actions to end racial segregation. During the 1960s, he led marches and rallies to bring attention to discrimination in the United States. During the March on Washington on August 28, 1963, in his famous “I Have a Dream” speech, Dr. King told those who would rise up against oppression:

“Let us not seek to satisfy our thirst for freedom by drinking from the cup of bitterness and hatred. We must forever conduct our struggle on the high plane of dignity and discipline. We must not allow our creative protest to degenerate into physical violence.” Dr. King believed that faith and love were the root of change, that without them – and without a firm belief in God’s will that all people must be treated equally and have equal opportunity – hatred and despair would prevail.

We are happy to announce that for the second year in a row we have made it to the Final Round for “Best Financial Planne...
11/02/2021

We are happy to announce that for the second year in a row we have made it to the Final Round for “Best Financial Planner” for Morgantown Magazine’s “Best of Morgantown”. We won last year because of you, and we hope this year to do the same!

From November 1st through November 21st, our entire team at Orion Financial kindly asks that you would take a minute to vote for us! Anyone is allowed to vote once per day. So, save the link, set your alarm, and vote! (You do not have to be from Morgantown to vote)

How do you vote? Simply click the link below, click on “Services” and scroll down to “Best Financial Planner”, and click “Vote” by our name. The first time you vote you will need to input some information. After this first time, you will only have to click the button once without putting in any more information. It is that easy!

Here is the link to vote for Orion Financial:

The 11th annual Best of Morgantown is almost here! Through BOM, Morgantown magazine highlights the best shopping, dining, recreation, services, and personalities in town.

06/10/2021
We are thrilled and truly honored to be voted Morgantown Magazine’s “Best Financial Planner”! We are so thankful for our...
02/17/2021

We are thrilled and truly honored to be voted Morgantown Magazine’s “Best Financial Planner”! We are so thankful for our clients and the community for helping us do this. We really love what we do for all of our clients.

On behalf of Allen Poe and John Stolar we want to thank everyone who voted. If you need financial or retirement planning or have concerns, reach out and we will be happy to make sure you are served in the best way possible.

"We are just so glad to have won this. We have continuously been pursuing excellence for the past 20 years to make sure we provide a premier service for our clients. We are thrilled the community voted for us and we look forward to serving the Morgantown area for years to come." - Allen Poe/John Stolar

Orion Financial LLC has been voted Morgantown’s “Best Financial Planner” in Morgantown Magazine’s Best of Morgantown 2021 issue. Thank you to the community and everyone who voted!

You can reach us during regular business hours at: (304)-594-3340

12/23/2020

Orion Financial would like to wish you a Merry Christmas and a Happy New Year!

We will be closed from Thursday, December 24th through Friday, January 1st to celebrate the holidays with our families. We will monitor phone messages/emails during this time and will return to the office on Monday, January 4th.

We hope you have a safe and joyous holiday season!

We are truly honored to be in the final round for “Best Financial Planner” for Morgantown Magazines’  “Best Of Morgantow...
12/05/2020

We are truly honored to be in the final round for “Best Financial Planner” for Morgantown Magazines’ “Best Of Morgantown”.
And of now WE NEED YOUR VOTE!

https://morgantownmag.com/best-of-morgantown-2021/ #/gallery/258178703

Our entire team at Orion Financial kindly asks that you would take a minute to vote for us! Everyone is allowed to vote once per day…. So save the link, set your alarm, and vote once per day until December 20th! (You do not have to be from Morgantown to vote)

How do you vote? Simply click the link below and click the green “Vote” button. The first time you vote you will need to input some information. After this first time you will only have to click the button once without putting in any more information.

It is that easy !

Here is the link to vote for Orion Financial:
https://morgantownmag.com/best-of-morgantown-2021/ #/gallery/258178703

September 16, 2019 · 34 CommentsBest of Morgantown 2021 Best of Morgantown· BOM21 The 10th annual Best of Morgantown is here! Through BOM, Morgantown magazine highlights the best shopping, dining, recreation, services, and personalities in town. Readers nominate candidates in 101 categories from O...

Check out our new ad....
11/13/2020

Check out our new ad....

Orion Financial wants to thank all of our Veterans for their service to our country. Here is a brief, but important, his...
11/11/2020

Orion Financial wants to thank all of our Veterans for their service to our country.

Here is a brief, but important, history of Veterans Day:

In 1921, an unknown World War I American soldier was buried in Arlington National Cemetery. This site, on a hillside overlooking the Potomac River and the city of Washington, D.C., became the focal point of reverence for America’s veterans.

Similar ceremonies occurred earlier in England and France, where an unknown soldier was buried in each nation’s highest place of honor (in England, Westminster Abbey; in France, the Arc de Triomphe). These memorial gestures all took place on November 11, giving universal recognition to the celebrated ending of World War I fighting at 11 a.m., November 11, 1918 (the 11th hour of the 11th day of the 11th month). The day became known as “Armistice Day.”

Armistice Day officially received its name in America in 1926 through a Congressional resolution. It became a national holiday 12 years later by similar Congressional action. If the idealistic hope had been realized that World War I was “the War to end all wars,” November 11 might still be called Armistice Day. But only a few years after the holiday was proclaimed, war broke out in Europe. Sixteen and one-half million Americans took part. Four hundred seven thousand of them died in service, more than 292,000 in battle.

The first celebration using the term Veterans Day occurred in Birmingham, Alabama, in 1947. Raymond Weeks, a World War II veteran, organized "National Veterans Day," which included a parade and other festivities, to honor all veterans. The event was held on November 11, then designated Armistice Day. Later, U.S. Representative Edward Rees of Kansas proposed a bill that would change Armistice Day to Veterans Day. In 1954, Congress passed the bill that President Eisenhower signed proclaiming November 11 as Veterans Day. Raymond Weeks received the Presidential Citizens Medal from President Reagan in November 1982. Weeks' local parade and ceremonies are now an annual event celebrated nationwide.

On Memorial Day 1958, two more unidentified American war dead were brought from overseas and interred in the plaza beside the unknown soldier of World War I. One was killed in World War II, the other in the Korean War. In 1984, an unknown serviceman from the Vietnam War was placed alongside the others. The remains from Vietnam were exhumed May 14, 1998, identified as Air Force 1st Lt. Michael Joseph Blassie, and removed for burial. To honor these men, symbolic of all Americans who gave their lives in all wars, an Army honor guard, the 3rd U.S. Infantry (The Old Guard), keeps day and night vigil. A law passed in 1968 changed the national commemoration of Veterans Day to the fourth Monday in October. It soon became apparent, however, that November 11 was a date of historic significance to many Americans. Therefore, in 1978 Congress returned the observance to its traditional date.

The total number of casualties from WWI, WWII, Korea, Vietnam, Gulf War, Afghanistan and Iraq is 2,852,901.

If you know a Veteran call and thank them for their service. It will mean a great deal to them.

Address

1211 Cheat Road
Morgantown, WV
26508

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

We specialize in investment, retirement, and tax planning for people over age 50 who are in or preparing for retirement. We will build a plan specifically to match your goals, objectives, and concerns.

We help our clients invest smarter, reduce taxes, and optimize income in retirement.

To learn more, visit: www.orionfin.net. Or schedule a consultation to see if your situation matches our expertise.