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September 2023 by Laura McMaster Phoenix
Wonderful friendly team that has been thoughtful and goes beyond to help me manage my finances. Thank you team!
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August 2023 by Olen Herschberger
I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the markets and have done an excellent job! I will have to say that they are conservative with their expectations and then over deliver! I would highly recommend them to anyone as they have done very well for me!
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August 2023 by Christopher Gatchis
Eric Rosel knows what he is doing. I’m seeing returns, even when the market was down. He is professional, intelligent and we trust him to do what is right for our family.
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August 2023 by Janet Cunningham
As a retired couple, our goal is to enjoy life, but also plan and protect our finances for our children and grandchildren. We appreciate David and Eric for their guidance, direction, and quick response.
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August 2023 by Jay Sauer
Highly trustworthy and they have your best interests at heart!
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August 2023 by Kipp Stienecker
David has been great to work with, highly recommended
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August 2023 by David Hopp
We have been relying on Morgan Rosel for management of our retirement funds for about 10 years. We reside several states away so we do much of our communication by phone. On multiple occasions we have had both Dave and Eric on the phone at the same time, reviewing our progress and plan and discussing options they recommend. Their staff is always very friendly and efficient to accommodate any request we may have. We continue to have full confidence in the whole team as they strive hard to keep our best interest as the goal.
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August 2023 by Tim Slama
My wife and I inherited money in early 2022 and began interviewing financial planners. After a few interviews, we met with Dave and Eric. After an hour or so of questions and answers, we knew these were the guys we wanted managing our money. A year and a half has passed and my wife and I realized we should share our experience through this review. First off, the market has been crazy and they have navigated it quite well. I've spoke with friends that haven't been so fortunate. Second, the team at Morgan and Rosel is outstanding! Not too small and not too big. We always get a personal touch no matter who answers the phone. We can always get a hold of someone and always get a prompt response. They're always on the same page. We bought a house, and withdrew money twice. Each occasion was quick, easy, and efficient. They work with an estate planner and accountant as well. It's been a great experience and we couldn't be happier. Thanks Team Morgan and Rosel!
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August 2023 by Marcia Schultz
My husband and I have worked with Dave and Eric for many years and have always been treated with respect, transparency, and kindness. They have always offered good advice and have been very careful in the way they have managed our accounts. We appreciate that they are always available and they always listen well to our needs and wants. We highly recommend Morgan Rosel Wealth Management to anyone looking for a good financial management firm. They are the best!
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August 2023 by WHITNEY STONE
I've had a fantastic experience working with Grant at Morgan Rosel. He's provided insightful guidance tailored to my family's goals, and helped us create a solid plan for our financial future. Grant's expertise and friendly demeanor make the process enjoyable, and knowing we have a trusted advisor in our corner makes me feel more secure. Highly recommend their services!
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August 2023 by Randy Toler
My wife and I are older conservative Christians. Our primary focus for our financial portfolio is wealth preservation coupled with a good income flow. Morgan Rosel Wealth Management understands our needs and desires, We have used their services for over 15 years. They are trustworthy, honest and knowledgeable. I would not hesitate to recommend them.
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August 2023 by Marjorie B.
After choosing Morgan Rosel a few months ago, we have increased peace of mind and great confidence that we are on track to meet our goals. Grant and Eric developed a detailed plan tailored to our unique situation and objectives, and identified sound strategies to successfully accomplish what is most important to us. We are happy with our decision and look forward to continuing our partnership with the firm.
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August 2023 by Ross Freedman
My family has and continues to rely on the Morgan Rosel Wealth Management team to guide our life strategies. Their valuable insights, continued performance, and genuineness has earned both our loyalty and trust. Morgan Rosel will be a partner of our family for many generations.
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August 2023 by Drew Guenett
Both my wife Jenna and I have been with Morgan Rosel Wealth Management for years and we can honestly say there are no better people to trust your investments and retirement with. They have litterally changed our lives.Not only are they incredibly knowledgable and in touch with the industry and its trends they are truly the nicest, kindest people you will ever meet. Their communication and care is unparalleled. David and his Team have made us feel like family from day one. I cannot recommend any investment group more highly than Morgan Rosel. Simply the best!
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August 2023 by Jill Neve
I cannot tell you enough how much we appreciate Dave & Eric. They have helped us with our estate planning and some complicated estates of relatives that have passed. They always answer our emails and phone calls within an hour, and all of our questions , and have had great recommendations. Also, they are very nice, relatable, and always ask about our family, great people. I would give them 10 stars if I could, highly recommended!!
