Conveniently Located In: Oley, PA Phone: 610.367.9000 Fax: 610.473.9078
Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.
A: When we look at your retirement goals, we can make projections on your income with and without Social Security benefits. You will then be able to start or continue your savings plan accordingly.
A: We will, after careful review of your financial situation and your goals, develop a strategy to save for this essential part of your child’s life.
A: Yes! Our business is designed to do what’s in your best interest and what you feel comfortable with. We can work on a fee basis, commission basis or a combination of both.
A: Yes! There are many issues that need to be examined to avoid major problems with your estate. We can develop a plan for you and your heirs to make an uncomfortable situation much easier to deal with.
A: Although we can’t offer any guarantees, we use a strategy of different types of “orders” with your stocks to attempt to limit your losses as well as protect your profit as your stocks increase in value.
A: Yes! Our business is structured so that we can do the planning, the implementation, or both. Just give us a call.
A: No! We are not locked into providing you a limited number of products to achieve your goals. We have thousands of choices available to you, so our recommendations our based on what’s best for you!
We are licensed to sell securities in the following states: Delaware, Montana, Nebraska, Pennsylvania and South Carolina.
Morgan Financial Inc. (“MFI”) is a registered investment advisor offering advisory services in the States of Pennsylvania, Montana and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MFI in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MFI, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Investment involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
