Meet with a Financial Advisor
Schedule Time to Talk
- Tell our Financial Advisor, Matthew Dettman, ChFC, your financial goals and WV Financial Advisor, LLC will help you achieve them.
- You can book a time for a Google Meeting in the below calendar at a time that works for you.
- If you’d like to meet in person, you’re welcome to call 304-566-9001, text, or email.
What Happens After You Schedule?
- Prepare for your meeting by gathering any information or documents you may have relating to your financial situation.
Google Meet Users
- Please accept the meeting invite so meeting updates can be delivered accordingly.
Important Information
WV Financial Advisor, LLC is a Registered Investment Adviser (“RIA”) in the state of West Virginia. An investment adviser provides advice or guidance about securities investments for a fee. Investment adviser representatives (“IAR”) are regulated professionals whose primary duty is to act in the best interest of their Clients, adhering to a fiduciary standard. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where the “RIA” and its “IARs” are properly licensed or exempt from licensure.
The information provided is for educational purposes only and should not be considered investment, tax, or legal advice. Please consult a qualified financial professional before making financial decisions. Investments are subject to market loss, and there can be no guarantee of future performance expectations. This information has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about the Firm is available on the SEC’s website at www.adviserinfo.sec.gov. If you have any questions about the company, please contact us.