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Kurt Skasik, Financial Advisor

FINANCIAL ADVISOR
Kurt A Skasik

CFP®, CRPS™
935 Cheat Rd, Morgantown, WV 26508opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

About Kurt

When it comes to achieving your financial goals, who will be there with you through good times and bad? I will partner with you to create a tailored financial strategy. First and foremost, I work to understand what’s most important to you. Using an established process, we discuss your goals, determine your desired level of risk and execute a disciplined approach. Once the strategy is implemented, we conduct regular reviews to help ensure that you stay on track. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a complete strategy that leverages everyone’s...

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • West Virginia UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Baseball
  • Archery
  • Skiing
  • Music

Team Members

  • Jessica Hood
    Sr. Branch Office Administrator
    FPQP®
  • Carole Wade
    Branch Office Administrator
  • Sherri Hood
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(304) 284-9122

Fax

(877) 494-6694

Office Address

935 Cheat Rd
Morgantown, WV 26508opens in a new window

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