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

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

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08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/17/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.
08/13/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your c...
08/13/2026

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your copy here: https://bit.ly/3Ucg7iI

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/13/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

08/10/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

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

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