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WELCOME TO STEVEN MORSE AND COMPANY

CREATE A PLAN FOR YOUR FINANCIAL FUTURE

Our top priority is helping you take care of yourself and your family. We want to learn about your personal situation, identify your goals and understand your needs. Long-term relationships that encourage open and honest communication have been, and will continue to be, the cornerstone of our foundation of success.

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OUR SERVICES

Independence. Trust. Collaboration.

INVESTMENT MANAGEMENT

RETIREMENT INCOME PLANNING

INSURANCE CONSULTING

RISK MANAGEMENT

ESTATE PLANNING AND TAX STRATEGIES

COLLEGE/EDUCATION PLANNING

STEVEN MORSE

CERTIFIED FINANCIAL PLANNERâ„¢

AARON JENSEN

CERTIFIED FINANCIAL PLANNERâ„¢
AIF® - Accredited Investment Fiduciary

LISA DICKINSON

Office Manager

CONTACT US

3680 W Liberty, Ann Arbor, MI 48103

734.663.9254

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Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

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This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, KY, MI, MO, NH, NM, NC, PA, TN, TX, UT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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Osaic Advisory Services Form CRS | Osaic Wealth Form CRS

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.” When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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©2024 by Steven Morse and Company.

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