Financial Advising in Massapequa, NY
3 locations found near Massapequa
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Financial Advising
Financial Advising
Financial Advising
“I work in the financial industry and my family and I have been clients of AG Morgan since its inception. From day one we have felt extremely comfortable in this exquisite boutique setting, and have enjoyed the personal touch of the AG Morgan staff. They continually provide us with patient education, guidance, zero-pressure decision making, and affordable safe options for investment that we have relied upon, and benefited from, countless times. The highest value in a partnership with AG Morgan is getting advice from someone who you trust, that knows you and understands your goals intimately. We would never go anywhere else.”
“Bob & Chris are very knowledgeable and helpful. I was a bit skeptical at first as I'm very skeptical with my money, but they both were very reassuring and professional. Since I've met them, I've been with them for almost 4 years now and I am very happy with the services provided. If you're looking to invest or need help with financial planning, I highly recommend giving them a call.”