Investments

Helping you plan for tomorrow, today.

Investments are more than just stocks and bonds; it’s about planning for your future, or the future of your family. At Clear Mountain Investments, our team offers access to a variety of financial strategies for a range of clients and situations. Whether you are recently married, having children, changing jobs, planning retirement, or simply organizing your financials, our typical client fits all of these scenarios.

Your Investment planning can be easier than you think! We invite you to visit with Colleen Knight or Robert Hoskin in our Pierpont Centre office at no cost to you. Contact us today at 304.292.7372.

Investment Products

No matter your investment needs, our team can help you through the process to determine your options.

Our Investment Team

Meet our team at Clear Mountain Investments and learn more about our background, values and specialties.

Investment Services

At Clear Mountain Investments, we are dedicated to providing a full array of investment service options for your financial planning needs.

Sign Up For A Free Financial Review

Allow our Investment team to provide a free financial review in order to create a custom plan tailored to your specific goals and needs.

Schedule An Appointment With An Investment Specialist

Have questions? Not sure where to start? No worries. Allow our team at Clear Mountain Investments to help get you started. It’s easier than you think!

Investment Resources

Automated Savings

Automate your retirement planning and wealth-building approach.

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Charitable Giving IRA Gifts

This move could be good for you and a nonprofit.

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Cost of Continuing Education

How to handle the cost of continuing your education.

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Investment Risk

Hidden threats to your wealth and lifestyle could be lurking.

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Give us your feedback!

We want to hear about your experiences at Clear Mountain Bank. If you have a comment, suggestion, or just want to let us know about a great experience you had at your local branch, please send us your feedback using the form below. Don’t include any confidential personal information or account numbers in your comments. Please note that this form is for general comments only. If you have a question or problem that needs immediate attention, please visit the Contact page.