Morgan Wealth Management
Why pick this one
Morgan Wealth Management specializes in financial planning for families with special needs children and was founded in 2020 by an experienced advisor.
Best for
- financial planning for families with special needs
- business owners seeking investment guidance
Look elsewhere if
- looking for generic financial advice without a specific focus on special needs
Specialties
- financial planning for families with special needs children
- business owner financial planning
- individual financial planning
Certifications
- Financial Planners Association
What makes them different
- specializes in financial planning for families with special needs children
- has 17 years of professional experience in financial services
- owner is a parent of a child with special needs
- Serves
- Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 294 W Plaza Dr Ste I-9, Mooresville, NC 28117
- Phone
- 7045659566
- Website
- https://morganwealthmgmt.com/
Services
- financial planning
- investment guidance