Adam C. Morgan,  CFP<sup>&reg;</sup> - Financial Advisor

Adam C. Morgan, CFP®

Financial Advisor

Novem Group

350 Linden Oaks, Ste 140
Rochester, NY 14625
FINANCIAL ADVISOR'S WEBSITE
(585) 348-9537 CONNECT WITH Adam
  • twitter link
  • linkedin link

General

Adam Morgan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Novem Group in Rochester, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, FL, CA, TX
  • Health/disability insurance: NY
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

American Portfolios Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc (APA) and Novem Group, SEC Registered Investment Advisor firms. Novem group is not affiliated with APFS or APA.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources