Broker Check

Our Services

At The Morgan Group, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • Educational Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401-k's
  • 403-b's (TSA's)
  • Treasury Bills
  • Government Securities
  • Variable Annuities
  • Bank accounts
 

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401-k Planning
  • 403-b Planning (TSA's)
  • Employee Benefits
  • College Plans
  • Estate Plans
  • Charitable Gifting
  • Money Management
  • Insurance/Risk Planning
  • Profit Sharing Plans
 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance