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 An emergency fund is a critical component of any sound financial plan. Life can be unpredictable, and unexpected events such as job loss, medical
Introduction: Financial planning can be an overwhelming task, but it is essential to ensure a secure financial future. Saving money is one of the most
Introduction: Effective budgeting is a fundamental aspect of financial planning. It involves determining your expenses, income, and savings goals, and creating a plan that enables
Introduction: Creating a successful financial plan is crucial for achieving long-term financial goals. Whether it is saving for retirement, building an emergency fund, or paying
If you have financial goals, whether they’re short-term or long-term, you need a plan to help you achieve them states AG Morgan Financial Advisors. That’s
If you’re looking for a financial planner, but your budget is tight (or non-existent), you aren’t alone. According to AG Morgan Financial Advisors, half of
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