Business Services

At Clear Mountain Investments, we serve the needs of individuals, business owners and corporations in establishing and maintaining effective retirement plans for themselves and their employees.

We offer a full range of services, including:

  • Evaluating the most appropriate retirement plan for your needs.
  • Helping you identify an appropriate plan, administrator, and investment choices.
  • Working with your benefits staff to comply with all ERISA fiduciary requirements.
  • Monitoring your plan to make sure the components are performing optimally.
  • Conducting periodic seminars for plan participants to help them make sound decisions.
  • Updating plan documents to help meet IRS requirements.

Contact Clear Mountain Investments for more information.

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.


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