Morgantown, WV Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

3

Of 426 advisors across 197 offices

Location

1211 Cheat Road

Morgantown WV 26508

Advisors at this office

3

Advisors at this office

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Isaac S

CFP®, Series 66

Morgantown, WV

Centaurus Financial, Inc.

Isaac Stolar is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. in Morgantown, WV. He has previously worked with Orion Financial and held roles at The Citadel and West Virginia University. Outside of his advisory duties, he creates product review videos on YouTube through The Stolar System. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized consulting, employing a variety of analytical approaches and both discretionary and non-discretionary management arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Allen P

Series 63, Series 65

Morgantown, WV

Centaurus Financial, Inc.

Allen Poe is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He has been with Centaurus Financial since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Orion Financial, LLC, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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John S

Series 63, Series 65

Morgantown, WV

Centaurus Financial, Inc.

John Stolar is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has worked at both Centaurus Financial and Orion Financial, LLC since 2002. Outside of his advisory work, he is involved with JMS Services LLC and provides services related to health and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary strategies and various investment analyses.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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