Frank Morgan Email & Phone Number

Morgan Financial is a full-service financial planning firm that helps individuals, business owners, and retirees reach their financial goals. We will discuss your unique needs, explain your choices, and structure a financial plan specifically for you. We are committed to monitoring your plan and delivering the most accurate information in a way that is easy to understand. We pride ourselves in the professional advice and personal experience we provide while developing the right plan for the future of you and your business.The legacy you leave behind is important to you and your loved ones and the goal of investing is to ensure financial security later in life. We will help you design a comprehensive strategy based on your needs, resources, and future goals. Our strategies include retirement needs analysis and tailored retirement plans that are designed to take you beyond the accumulation phase and into retirement. With our hypothetical probate analysis and tax reduction strategies, we can help you pass on as much of your wealth as legally permissible.As a business owner, you value the importance of securing the future for your employees, yourself, and your business. By providing professional guidance and planning, we can help you take the necessary steps to protect the success you have worked long and hard to achieve.Frank Morgan, Jr. offers 16 years of financial experience. Frank earned his Bachelor of Science degree from Penn State University and currently holds FINRA Series 6, 7, 63, and 65 licenses along with several insurance licenses. Frank is actively involved in his community as a member of the Penn State Alumni Association, and several non-profit organizations. He is also a past chairman of the Boyertown Area YMCA. Frank likes to attend sporting events.Morgan Financial Inc. (“MFI”) is an investment adviser offering advisory services in the states of Pennsylvania, Montana, and in other jurisdictions where exempted. Information about our advisors on LinkedIn and other sites shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Please see www.yourfinancialvision.com for more information.

Listed skills include Organizing, Customer Service, and Time Management.

• 

  President

  Morgan Financial Inc.

  May 1998 - Present - Boyertown, Pa

  113 E. Philadelphia Ave.Boyertown, PA 19512610-367-9000 Office610-473-9078 Faxfrank@yourfinancialvision.comRegistered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPCInvestment Advisor Representative, Morgan Financial Inc., a Registered Investment Advisor. Cambridge and Morgan Financial Inc. are not affiliated.

• 

  Penn State University

  Bachelor Of Science