Morse Financial Services provides wealth management and investment advisory services for individuals, families, and businesses. We help find solutions to unique challenges in order to pursue your goals. With over 25 years of experience, we are the team to call when investing in your future. Wealth is created by long-term investments that are well-managed in successful companies.
At Morse Financial Services we place great emphasis on the quality of management in getting to know and understand the people who run these companies. Each investment is unique and requires significant time to understand how the business is run so that we can advise our clients. You want your money to grow in order to meet all kinds of financial needs, which may include retirement, college tuition, or a second home purchase.
At Morse Financial Services we place great emphasis on the quality of management in getting to know and understand the people who run these companies. Each investment is unique and requires significant time to understand how the business is run so that we can advise our clients. You want your money to grow in order to meet all kinds of financial needs, which may include retirement, college tuition, or a second home purchase.
Reviews (5)
Tommy Mahon
Oct 29, 2019
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I am happy to have met Alex, we met through a networking group, I had a sit down with him and he looked over everything, told me the good the bad and the ugly, then gave me tools to turn the bad and ugly around, i have used alex as my financial advisor for a few months and things are going good, he keeps me up to date, and cares about his people. His clients are his investments, and not just a number like most financial advisers I have sat with. I reccomend alex to anyone who is looking, woundering, are terrified to invest. He will give you the info, what you do with it from there is up to you
Daniel Levesque
Sep 20, 2019
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Alexander Garner Alex
Jul 31, 2019
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Tim Mihm
Nov 30, 2018
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Lisa Silvestri
Jul 01, 2017
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Sherril is a remarkable financial planner. Not only has she
had a successful business for over 20 years with no claims;
she genuinely cares about her clients! Her goal is to help financially
secure those without the knowledge, background or time to do so
on one's own. If you need to start investing, continue in a more
productive way or just need management advice give her a call!!
had a successful business for over 20 years with no claims;
she genuinely cares about her clients! Her goal is to help financially
secure those without the knowledge, background or time to do so
on one's own. If you need to start investing, continue in a more
productive way or just need management advice give her a call!!
