Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC
About the Business
Alexander Morgan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Located at 1704 W 26th St, Erie, PA 16508, Alexander Morgan operates as an Associate Financial Advisor with Ameriprise Financial Services, LLC, specializing in providing personalized financial advice to help clients achieve their financial goals. With a focus on what’s most important to you, Alexander offers tailored investment strategies, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance.
Alexander Morgan is part of Voussoir Financial Partners, a proud recipient of the 2023 Ameriprise Client Experience Award. This accolade underscores the commitment and dedication to delivering exceptional client service and fostering strong, loyal client relationships.
Services Offered:
- Comprehensive financial planning, including retirement and education funding.
- Investment and portfolio management.
- Regular progress reviews and updates based on life changes.
- Secure, anytime access to your accounts and investments.
Prospective clients can schedule a complimentary initial consultation to discuss financial planning concepts and understand how Alexander can assist in achieving their financial aspirations. While this initial meeting provides a broad overview, it does not include written analysis or recommendations.
Alexander Morgan is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. It is essential to verify registration status for compliance purposes.
For more information or to book a consultation:
- Visit the FINRA BrokerCheck website for background and qualification details.
- Access the Ameriprise Financial Services Client Relationship Summary Disclosure.
- Contact Alexander directly to discuss your financial goals and schedule your complimentary consultation.
Alexander Morgan and the team at Voussoir Financial Partners are dedicated to helping you navigate your financial journey with confidence and security. Whether it’s planning for a major purchase, retirement, or education, they are here to support you every step of the way.
Photos
Location & Phone number
1704 W 26th St, Erie, PA 16508, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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