Morgan Financial Solutions, Wesley W. Morgan, Chfc CLU RICP

Morgan Financial Solutions, Wesley W. Morgan, Chfc CLU RICP Financial Advisor offering investment advisory services through Eagle Strategies LLC Suite #300, Independence, OH 44131. 440-350-4606.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

6100 Oak Tree Blvd. Neither Morgan Financial Solutions, nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. I am not licensed in all jurisdictions. Morgan Financial Solutions is not owned or operated by New York Life Insurance Company or any of its affiliates. Registered branch address:
8300 Tyler Blvd
Suite 205
Mentor, OH 44060

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Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
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Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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Address

8300 Tyler Boulevard Suite 205
Mentor, OH
44060

Telephone

+14403504606

Website

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