About
A.G. MORGAN FINANCIAL ADVISORS, LLC is a trusted financial consulting firm that provides personalized financial services to assist clients in achieving their financial goals. With a team of highly qualified and experienced financial advisors with over 50 years of combined experience, the firm offers expert financial advice and creates customized plans for each client. Some key services offered include investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. The firm follows a fee-only structure, ensuring unbiased advice, and has a strong background in the finance industry. Their clients include individuals, families, small business owners, and high net worth individuals.
A.G. MORGAN FINANCIAL ADVISORS, LLC has been in business for over 10 years and has a strong track record of helping clients achieve financial success. Their assets under management exceed $500 million, and they have a team of 10 experienced advisors. The firm is transparent about any potential conflicts of interest, including their fee structure and any relationships with investment companies. Their advisors stay current with industry trends and changes to provide the best possible advice to their clients. With A.G. MORGAN FINANCIAL ADVISORS, LLC, clients can rest assured that their financial future is in capable hands.
Key Takeaways
- Expert financial advice from experienced advisors
- Personalized financial plans tailored to each client's goals and needs
- Comprehensive services to cover all aspects of financial planning
- Regular reviews and adjustments to ensure the plan remains effective
Facts & Insights
A.G. MORGAN FINANCIAL ADVISORS, LLC has been in business for over 10 years and has established a strong reputation for helping clients achieve financial success. Their team of advisors has over 50 years of combined experience in the financial sector, making them a reliable source for financial advice. Some insights from their services include:
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
- Time in Business
- Over 10 years
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
A.G. MORGAN FINANCIAL ADVISORS, LLC follows a fee-only structure, meaning they do not receive any commissions for their services. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, which promotes a long-term partnership between the firm and their clients.
Background
A.G. MORGAN FINANCIAL ADVISORS, LLC was founded in 2008 by financial expert A.G. Morgan. Their team of experienced advisors has a strong background in finance and a deep understanding of the market. They stay current with the latest industry trends and changes, ensuring that their clients receive the best advice and services.
Disclosures
- The firm follows a fee-only structure and does not receive commissions
- The firm may have relationships with certain investment companies
- Some advisors may hold positions in recommended securities
Other Information
OTHER INCLUDES, VARIABLE ANNUITIES, PRIVATE PLACEMENTS, 529 PLANS, VARIABLE LIFE ASSETS
Firm Facts
- Primary Business Name
- A.G. MORGAN FINANCIAL ADVISORS, LLC
- SEC Region
- NYRO
- Organization CRD
- 173292
- SEC
- 801-80731
- Firm Type
- Registered
- Legal Name
- A.G. MORGAN FINANCIAL ADVISORS, LLC