Clear Mountain Financial Solutions

Clear Mountain Financial Solutions Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Clear Mountain Bank and Clear Mountain Financial Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL o

ffer products and services using Clear Mountain Financial Solutions, and may also be employees of Clear Mountain Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Clear Mountain Bank or Clear Mountain Financial Solutions. Securities and insurance offered through LPL or its affiliates are:
• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Welcome to Josh Sowards, the newest financial advisor at Clear Mountain Financial Solutions! Sowards will focus on provi...
02/04/2026

Welcome to Josh Sowards, the newest financial advisor at Clear Mountain Financial Solutions!

Sowards will focus on providing comprehensive financial advice and services, including but not limited to annuities, stocks, bonds, mutual funds, estate planning, insurance, retirement planning and investment guidance.

"I am beyond excited to join the team at Clear Mountain Bank and Clear Mountain Financial Solutions," said Sowards. "Having worked at other non-community firms, this opportunity allows me to truly put the client first while collaborating with an exceptional group of professionals."

Learn more about Josh here: https://www.clearmountain.bank/blog-articles/josh-sowards-joins-clear-mountain-financial-solutions-team

Happy Veterans Day!  We thank all the veterans and their families for their service, sacrifice, bravery and strength.
11/11/2022

Happy Veterans Day! We thank all the veterans and their families for their service, sacrifice, bravery and strength.

We have been nominated as "Best Financial Planner" for Best of Morgantown. We are so grateful for the nomination. If you...
11/09/2022

We have been nominated as "Best Financial Planner" for Best of Morgantown. We are so grateful for the nomination. If you feel we're the best in Morgantown, please click the link below (daily!) to put our name in the hat.

From the main list, click Services, then click Financial Planner (11 down on the list).

The 12th annual Best of Morgantown is here! Through BOM, Morgantown magazine highlights the best shopping, dining, recreation, services, and personalities in town. For Best of Morgantown 2023, readers can nominate candidates in 101 categories from September 19 through October 2, 2022, and then vote....

Saturday, November 5th, Financial Advisor Colleen R Knight and Administrative Assistant Monica Clevenger with Clear Moun...
11/06/2022

Saturday, November 5th, Financial Advisor Colleen R Knight and Administrative Assistant Monica Clevenger with Clear Mountain Financial Solutions joined Branch Manager Carmen Pennington, Teller Supervisor Shirlyn Bolyard, and Commercial Lender Keith Morgan in supporting Mon General by attending the Ball of the Year. It was a wonderful event bringing awareness to Post Partum treatment.

https://info.monhealth.com/progressing-through-post-partum

Yesterday, Scott's Run Settlement House celebrated 100 years of community service. Among attendees was Lillian Manning f...
11/06/2022

Yesterday, Scott's Run Settlement House celebrated 100 years of community service. Among attendees was Lillian Manning from Waco, Texas. She worked at Scott's Run in the 60s and she flew in solely for this event. What a testament to the impact the program has made on lives.

If you're looking for more ways to make an impact on the community, go to srsh.org and see all the great ways they serve the community. Scott's Run Settlement House

Clear Mountain is a proud sponsor of the NCWV Business Summit & Economic Outlook. Along with Advisor Robert Hoskin, We h...
10/26/2022

Clear Mountain is a proud sponsor of the NCWV Business Summit & Economic Outlook. Along with Advisor Robert Hoskin, We had team members in attendance representing our business, commercial, and professional banking departments.

Invest in your Community! Earlier this month, Advisor Robert Hoskin worked at the Buckwheat Festival slinging Buckwheat ...
10/18/2022

Invest in your Community!

Earlier this month, Advisor Robert Hoskin worked at the Buckwheat Festival slinging Buckwheat Cakes. He also volunteered at the Operation Welcome Home Golf Tournament to support the local Veterans

Today, Advisor Colleen R Knight volunteered at Scott's Run Settlement House where she is also a board member. She and coworker Joe Sadlek prepared 150 food bags for the backpack program and than prepared boxes for food pick up from their pantry.

Happy Boss's Day to our faithful leader and Program Manager, Robert Hoskin. We appreciate you and your leadership!
10/17/2022

Happy Boss's Day to our faithful leader and Program Manager, Robert Hoskin. We appreciate you and your leadership!

Another great night out in our community at the Preston County Chamber Annual Dinner at Camp Dawson. With Advisor Collee...
10/14/2022

Another great night out in our community at the Preston County Chamber Annual Dinner at Camp Dawson.
With Advisor Colleen Knight is coworker Bo Burnside, the Chamber Board President (Mortgage Lender). Other coworkers pictured are Major Myers (Mortgage Lender), Maggie Robey (Commercial Lender), and Steven Street (Credit Analyst).

A night out in Oakland with some of the branch team at the 55th annual Autumn Glory Kick-Off Reception and Dinner
10/13/2022

A night out in Oakland with some of the branch team at the 55th annual Autumn Glory Kick-Off Reception and Dinner

United Way of Monongalia and Preston Counties staff, board members and other United Way advocates we're at several areas...
09/09/2022

United Way of Monongalia and Preston Counties staff, board members and other United Way advocates we're at several areas around town today asking for honks and waves of support! Maybe you saw this crew at the corner of the Westover bridge.

Celebrate the day with us by making your pledge to change the game for this community!
Donate at www.unitedwaympc.org/give or text CHANGETHEGAME to 41444.
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Address

102 Venture Drive
Morgantown, WV
26508

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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