At A.G. Morgan, their philosophy as a full service financial planning firm revolves around helping their clients to make prudent choices concerning their lives so that they are better able to go after their long term goal of financial independence. A.G. Morgan Financial Advisors, LLC makes up a comprehensive financial plan that fleshes out how their advisors intend to help address their client’s goals. The team members at A.G. Morgan want to create portfolios for clients that help to make their dreams into a reality. Their Investment services include bonds, stocks, private placements, as well as multiple types of IRAs. Their Financial Planning services include tax plans, college plans, retirement plans, and money management plans. Also, their Insurance services include life insurance, disability income, and long term care. Mr. Vincent Camarda is the Chairman and Chief Executive Officer at A.G. Morgan and Mr. 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
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If you would like to learn more about the A.G. Morgan Financial Advisors, LLC Scholarship for Future Business Students, please feel free to visit our contact page and there you can fill out the form and a team member will get back to you as soon as they can. If you would like to connect or get involved with the fund, we are always working with universities and schools, so please reach out and we will get back to you shortly. We wish good luck to all our students for the essay contest and on your journeys to becoming our future generation of business students!
Monday - Friday: 9:00-5:30
Massapequa, NY