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A.G. Morgan

Financial Advisors, LLC

A.G. Morgan Financial Advisors, LLC, is a full-service wealth planning firm based on Long Island.

We believe we are known for our comprehensive approach to financial planning and long-standing relationships with our clients.

We take great pride and satisfaction in helping people define and address their financial goals throughout every stage of their lives.


Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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With You in Mind

Without any conflicts of interest we put your needs first.

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