Derse Morgen

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(704) 897-0487 Call Email Email

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11330 Vanstory Drive, Suite 115Huntersville, NC 28078

Description

Derse Morgen Financial Advisors is an independent financial advisory firm focused on advising clients in all areas of investment and financial planning. Our sole purpose is to provide clients with an environment to make confident financial decisions. We believe our clients come to us for comprehensive financial advice, rather than to simply buy financial products.

Whether planning for a comfortable retirement, a second home, a child or grandchild’s education, or creating a family legacy.. plan, our distinct and unique client-driven process is designed to help get you there.

Creating your best future, based on what’s important to you, is what we’re all about. Our experience, objective analysis and ability to understand your goals allow us to provide the information you need to make decisions that are in your best interest.

Our planning process is designed so we can understand each client’s unique circumstances. We then provide specific unbiased advice to address their overall financial needs.

Our services are designed to grow and protect our clients’ wealth and to provide an extraordinary level of personalized attention and generally appeal to individuals who need the professional expertise commonly associated with large institutions, but require the responsiveness and personal attention of a "boutique" style wealth management firm.

Clients that decide to work with us are generally individuals who are at a point in their lives where they want to be sure they make the right financial decisions to meet their intended goals. Many are success-minded employees and leaders of today’s most successful companies, others are entrepreneurial-self employed business owners. They all share one thing in common. They recognize the value in comprehensive planning and are either too busy or do not want to dedicate the time and effort to do it themselves. They prefer to delegate a majority of the planning, strategy, coordination and monitoring of their financial “game plan” to a trusted advisor. An advisor who can serve as their advocate and who is someone they can turn to for on-gong objective advice. We also serve other tax, legal and financial professionals.

Derse Morgen provides advisory services on a fee-basis. As an independent firm we are not affiliated with, nor do we represent, individual financial companies or their products.

We encourage you to visit our website and learn more about the services we provide. Or if you prefer, if you have any questions, or would like more information on our firm, please contact us directly at either of our offices; Ballantyne 704.887.5285 or in Lake Norman at 704.897.0487. You can also email us at yourbestfuture@dersemorgen.com. We look forward to hearing from you.

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Business details

Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Registered Investment Advisor

Credentials

Each of our advisors is an investment advisor representative registered with FINRA, Financial Industry Regulatory Authority, (www.finra.org). Our firm has a CFP -Certified Financial Planner on staff overseeing our financial and investment planning process. Our uniqueness is based on a fully transparent process designed to provide clear, unbiased advise where the client's interest are represented first and foremost.

Hours of Operation

* By Appointment Only

Languages Spoken

  • English

Reviews

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