Morton Financial Solutions

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

405 E Northtown Rd, Kirksville, Missouri...

Phone Number

(660) 665-3045

Revenue

<$5 Million

Industry

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

About Morton Financial Solutions

Morton Financial Solutions, LLC is dedicated to providing comprehensive financial solutions focused on the security and prosperity of its clients. Founded in 2017, the firm emphasizes a long-term, collaborative relationship, prioritizing the best interests of clients in areas such as wealth accumulation, tax management, and retirement planning. The company offers services including retirement planning, risk analysis, and various insurance products, catering to both new and seasoned investors. With a commitment to education, Morton Financial Solutions provides a wealth of resources, including newsletters, articles, and calculators to keep clients informed on financial strategies and trends.Explore more
Morton Financial Solutions's Social MediaPopular SearchesMorton Financial Solutions LLCJamey Morton, CLU, RFC, LUTCFMorton Financial Solutions LLC - Jamey MortonFMG SuiteJamey MortonSIC Code 62,628NAICS Code 52,523Show more

Morton Financial Solutions Org Chart

PhoneEmail
AM
United States flag for contact location.

Associate

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JM
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Registered Representative

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morton Financial Solution...

<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
-
GF
Gregory FrentzenFinancial Advisor
<$5M
1-10
Private
-
-
AS
Adan SalazarFinancial Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2015
AS
Ashley SandelinFull-Charge Bookkeeper
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Morton Financial Solutions Tech Stack

A closer look at the technologies used by Morton Financial Solutions

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Frequently Asked Questions Regarding Morton Financial Solutions

What is Morton Financial Solutions's official website?
Morton Financial Solutions's official website is mortonfinancial.solutions
What is Morton Financial Solutions's Revenue?
Morton Financial Solutions's revenue is <$5 Million
What is Morton Financial Solutions's SIC code?
Morton Financial Solutions's SIC: 62,628
What is Morton Financial Solutions's NAICS code?
Morton Financial Solutions's NAICS: 52,523
How many employees does Morton Financial Solutions have?
Morton Financial Solutions has 1-10 employees
What industry does Morton Financial Solutions belong to?
Morton Financial Solutions is in the industry of: Finance, Securities Trading
What is Morton Financial Solutions competition?
Morton Financial Solutions top competitors include: Adan Salazar, Riddle Capital Management, Direct Consulting One, Frentzen Financial Solutions
What technology does Morton Financial Solutions use?
Some of the popular technologies that Morton Financial Solutions uses are: reCAPTCHA, Adwerx, Google Font API, Microsoft 365
How do I contact Morton Financial Solutions?
Morton Financial Solutions contact info: Phone number: (660) 665-3045 Website: mortonfinancial.solutions
What does Morton Financial Solutions do?

Morton Financial Solutions, LLC is dedicated to providing comprehensive financial solutions focused on the security and prosperity of its clients. Founded in 2017, the firm emphasizes a long-term, collaborative relationship, prioritizing the best interests of clients in areas such as wealth accumulation, tax management, and retirement planning. The... company offers services including retirement planning, risk analysis, and various insurance products, catering to both new and seasoned investors. With a commitment to education, Morton Financial Solutions provides a wealth of resources, including newsletters, articles, and calculators to keep clients informed on financial strategies and trends.Read More

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

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