Accountant Kelly Morgan

Kelly Morgan

Based on reviews
Licensed for 1 years
35243, Alabama [AL], Birmingham
Practice areas
Financial Advisor - FA Certified Financial Manager - CFM
Contact

35243, Alabama, AL, Birmingham

Mon, Tue, Wed, Thu, Fri

205-262-1120 larry@grandviewfinancialgroup.com

About Kelly

Larry is a financial advisor at Grandview Financial Group, where he assists with financial planning and investment management. He has always believed in the importance of setting goals and helps his clients create, plan for, and pursue their individual retirement and business planning objectives. In fact, one of Larry’s favorite quotes is “success is the progressive realization of a worthy goal or ideal” by Earl Nightingale. Larry is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor℠ and holds his FINRA Series 7 and 66 securities licenses. He graduated from the University of Oklahoma and uses all of this professional experience to accurately and efficiently serve his clients. He couldn’t imagine having any other job because he sincerely enjoys working with people and helping them reach their financial and life goals.

I help mass affluent people in our area get more control over their financial lives by aligning their goals with fresh ideas. Comprehensive financial planning is at the heart of what I do at Grandview. As an independent firm, we put our client's needs first. 
We also work with small and medium-size businesses for retirement benefits, such as 401(k) plans to maximize tax-deferred savings for the owner and employees. If you're looking for investment strategies, retirement income, funding for your child's education, or estate and tax planning strategies, I can work with you on your terms. We offer a broad range of financial products and services including comprehensive financial planning, managed accounts, 401(k) plans, stocks, bonds, mutual funds and alternative investments.

Specialties:

  • Retirement Planning and Income Strategies
  • 401(k) Retirement Plan Design, Implementation, and Service
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family and Education Finances

 

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