Morgan Financial Solutions is a financial services company located in Seven Hills, OH. They specialize in helping individuals and business owners create, build, and preserve wealth through a wide array of investment and insurance solutions. With a focus on evaluating clients' needs and assessing the current economic landscape, their team of professionals recommends personalized plans of action to protect their clients' wealth, lifestyle, and dreams for the future.
With a commitment to providing exceptional service, Morgan Financial Solutions offers resources such as calculators, articles, and videos to help clients gain control over their day-to-day finances, budget effectively, and navigate major life events like marriage and divorce. As a licensed agent of New York Life Insurance Company and a registered representative of NYLIFE Securities LLC, Wesley Morgan, the financial advisor at Morgan Financial Solutions, is dedicated to helping clients achieve financial freedom and security.
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