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.
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
Retirement Plans
Tax Plans
401 (k) Planning
403 (b) Planning
College Plans
Estate Plans
Money Management
Money Purchasing Plans
Profit Sharing Plans
Disability Income
Life Insurance
Long Term Care
Introduction: Estate planning is an essential part of financial planning and involves making decisions about how to distribute assets and protect loved ones after passing
Introduction: Financial planning is an important skill for individuals of all ages, including millennials. With the rise of digital technology and changing economic conditions, millennials
Introduction: Saving and investing are essential components of achieving financial goals and building long-term wealth. Effective savings and investment strategies involve setting financial goals, determining
Introduction: Planning for retirement is an important part of long-term financial planning. Retirement planning involves making decisions about saving and investing money, managing debt, and
Introduction: Budgeting is an essential tool for managing personal finances effectively. A budget is a plan for managing income and expenses, and it helps individuals
Introduction: Effective financial planning is essential for building a solid financial foundation and achieving financial goals. Financial planning involves the process of setting financial goals,
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.
Monday - Friday: 9:00-5:30
Massapequa, NY