We met Morgan Financial Group (MFG) through a referral when looking for a tax preparer. During our meeting with Donnie, we expressed our disappointment with our present CFP. It was mentioned that MFG also offered wealth management services through Morgan & Shenault Wealth Advisors (M&SWA). We have worked with Edward Jones and other Wealth Advisors in the past, but weren’t happy with the fact that we were not getting any tax advice while making investment decisions. Since I was close to retirement it seemed more urgent than ever to get such advice on the spot as well as answers to questions such as “when can I retire?”, “How would I start taking money from my retirement account”? We would meet, go over the performance, and that was it. When we did a real comprehensive financial plan with Elijah, we finally became aware of where we stood financially and planned out the next steps on how to get to retirement. We decided to work with both MFG and M&SWA. Subsequently, through market downturns, a job loss, changing benefits, and unexpected expenses, we were able to retire early by doing regular reviews of our plan and adjusting to whatever life threw at us. We could and did call on Elijah any time we had questions. The response has always been immediate. These guys come highly recommended.

T D

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Jesse N.

This is your Testimonial quote. Give your customers the stage to tell the world how great you are!

Jamie L.