Michael Morales at New England Financial

Michael Morales at New England Financial I provide comprehensive financial planning and wealth management services, including investment and Member SIPC. 1 Marina Park Drive, 16th Floor.

Proud to be following in his father’s footsteps, Michael has geared his practice towards providing comprehensive financial planning and wealth management services including portfolio construction, estate analysis, retirement strategies, asset protection, risk management and planning for business owners. He has a highly personalized approach, taking the time to develop a deep understanding of each

client’s needs, goals and values. Michael aims to provide thoughtful guidance on a range of financial topics. He collaborates with his team regularly to develop comprehensive financial plans for clients and help give them the tools to put their goals within reach. He regularly reviews these strategies, recommending any adjustments that may be needed over time. His team of advisors and staff are committed to delivering timely and effective service to each client. Together, they have access to a full range of products and services from financial firms worldwide, enabling them to effectively implement agreed upon recommendations. Michael is a 2012 graduate of the University of Connecticut [BA] and is an avid supporter of the school’s athletic pro-grams. He resides in Rocky Hill and cherishes spending time with his Wife, Cassie, and their four children. Michael A Morales is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Boston, MA 02210. 617-585-4500. New England Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202612-5503965

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/26/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/3PBcukB

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/20/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

Address

175 Capital Boulevard Suite 205
Rocky Hill, CT
06067

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+18605134144

Website

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