Morgan Financial Group

Finance · West Virginia, United States · 1-10 Employees

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Overview

Headquarters

9773 Tuscarora Pike, Martinsburg, West V...

Phone Number

(304) 263-0854

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Morgan Financial Group

Morgan Financial Group, LLC specializes in providing comprehensive financial services including portfolio management, wealth management, risk management, estate planning, and tax planning. The firm is dedicated to assisting individuals and families in navigating the complexities of financial stability, particularly as they prepare for retirement amidst market volatility. Their personalized approach focuses on the unique needs, wants, and goals of each client, ensuring tailored financial strategies. With a commitment to servant leadership, Morgan Financial Group aims to support clients throughout all stages of their financial journey.Explore more
Morgan Financial Group's Social MediaPopular SearchesMorgan Financial Group LLCMorgan Financial Group IncFinancial Group LLCMorgan Financial GroupSlonaker J Edward InsSIC Code 62,628NAICS Code 52,523Show more

Morgan Financial Group Org Chart

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JM
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Senior Vice President, Operations

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JW
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morgan Financial Group

<$5M
1-10
Private
-
2018
JM
Judy McReynoldsSenior Vice President, Operations
$6.3M
11-50
Private
-
1987
GP
Gary PinkertonSenior Vice President, Wealth Advisor, Director of Professional Alliance and Institutional Services
<$5M
11-50
Private
<$5M
2016
AK
Amy KingChief Operating Officer
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1994
N/A
<$5M
1-10
Private
-
-
SM
Suzanne MyriceAdministrative Assistant, Sales
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Morgan Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Morgan Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Morgan Financial Group.

Morgan Financial Group Tech Stack

A closer look at the technologies used by Morgan Financial Group

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Frequently Asked Questions Regarding Morgan Financial Group

What is Morgan Financial Group's official website?
Morgan Financial Group's official website is www.morganfg.com
What is Morgan Financial Group's Revenue?
Morgan Financial Group's revenue is <$5 Million
What is Morgan Financial Group's SIC code?
Morgan Financial Group's SIC: 62,628
What is Morgan Financial Group's NAICS code?
Morgan Financial Group's NAICS: 52,523
How many employees does Morgan Financial Group have?
Morgan Financial Group has 1-10 employees
What industry does Morgan Financial Group belong to?
Morgan Financial Group is in the industry of: Finance, Securities Trading
What is Morgan Financial Group competition?
Morgan Financial Group top competitors include: Kathmere Capital, Sattler Financial Group, Stockade Wealth Management, Cross Financial Group
What technology does Morgan Financial Group use?
Some of the popular technologies that Morgan Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Microsoft 365
How do I contact Morgan Financial Group?
Morgan Financial Group contact info: Phone number: (304) 263-0854 Website: www.morganfg.com
What does Morgan Financial Group do?

Morgan Financial Group, LLC specializes in providing comprehensive financial services including portfolio management, wealth management, risk management, estate planning, and tax planning. The firm is dedicated to assisting individuals and families in navigating the complexities of financial stability, particularly as they prepare for retirement am... idst market volatility. Their personalized approach focuses on the unique needs, wants, and goals of each client, ensuring tailored financial strategies. With a commitment to servant leadership, Morgan Financial Group aims to support clients throughout all stages of their financial journey.Read More

What are Morgan Financial Group social media links?
Morgan Financial Group Linkedin page Morgan Financial Group Facebook page
Is Morgan Financial Group a public company?
Morgan Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Morgan Financial Group

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