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
AG Morgan Financial Advisors
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.