AG Morgan Financial Advisors

ag morgan

Financial Planner, Chairman & CEO

The philosophy at A.G. Morgan as a full service financial planning firm is to help their clients make prudent decisions when it comes to their life so that they are able to work toward the goal of being financially independent. A.G. Morgan Financial Advisors, LLC creates a comprehensive financial plan that maps out how they intend to help address their client’s goals. The team members at A.G. Morgan strive to create portfolios for their clients that will help to make their dreams into a reality. Their Investment services include bonds, private placements, stocks, as well as multiple types of IRAs. Their Financial Planning services include college plans, tax plans, retirement plans, as well as money management. Finally, their Insurance services include disability income, life insurance, and long term care. Vincent Camarda is the is the Chairman and Chief Executive Officer at A.G. Morgan and James McArthur is the President and Chief Compliance Officer.

Professional Credentials

Investments

  • Bonds

  • Private Placements

  • Common Stock

  • Educational IRA

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuities

Financial Planning

  • Retirement Plans

  • Tax Plans

  • 401 (k) Planning

  • 403 (b) Planning

  • College Plans

  • Estate Plans

  • Money Management

  • Money Purchasing Plans

  • Profit Sharing Plans

Insurance

  • Disability Income

  • Life Insurance

  • Long Term Care

Connect with AG Morgan

A.G. Morgan would love to connect with individuals in the field of finance and with those interested in financial planning. You can get in touch with A.G. Morgan Financial Advisors, LLC by filling out the form on the contact page, and a team member will get back to you as soon as possible.

Hours

Monday - Friday: 9:00-5:30

We are here

Massapequa, NY