Prospeo
Hero Section BackgroundHero Section Background
Morgan Financial

Morgan Financial Revenue

Financial ServicesFlag of USBoyertown, Pennsylvania, United States1-10 Employees

$

Morgan Financial revenue & valuation

Annual revenue$4,850,551
Revenue per employee$693,000
Estimated valuation?$15,600,000
Total fundingNo funding

Key Contact at Morgan Financial

Flag of US

Lisa Morgan

Ceo

Company overview

Headquarters113 E. Philadelphia Ave., Boyertown, PA 19512, US
Phone number+16104739078
Website
NAICS52
SIC628
Keywords
Retirement And Estate Planning, Corporate Retirement Plans And Benefits, Fee Based Financial Planning And Asset Management
Founded1998
Employees1-10
Socials

Morgan Financial Email Formats

Morgan Financial uses 2 email formats. The most common is {first initial} (e.g., j@yourfinancialvision.com), used 50% of the time.

FormatExamplePercentage
{first initial}
j@yourfinancialvision.com
50%
{first name}
john@yourfinancialvision.com
50%

About Morgan Financial

Morgan Financial is a full-service financial planning firm that helps individuals, business owners, and retirees reach their financial goals. We will discuss your unique needs, explain your choices, and structure a financial plan specifically for you. We are committed to monitoring your plan and delivering the most accurate information in a way that is easy to understand. We pride ourselves in the professional advice and personal experience we provide while developing the right plan for the future of you and your business. Advantage Highlights - Offering clients extensive information of the financial services industry - Servicing a wide range of client needs, from simple to complex strategies - Providing regular reviews of your financial data - We are 100% committed to unbeatable customer service We can offer you retirement planning, college funding programs, financial resource analysis, estate analysis, comprehensive financial planning, business continuation planning, employee benefit programs, and more. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Morgan Financial, Inc., a Registered Investment Advisor. Cambridge and Morgan Financial, Inc. are not affiliated. Morgan Financial Inc. (“MFI”) is an investment adviser offering advisory services in the states of Pennsylvania, Montana, and in other jurisdictions where exempted. Information about our advisors on LinkedIn and other sites shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Please see www.yourfinancialvision.com for more information. Cover photo taken by Reading Eagle.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

Morgan Financial has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Morgan Financial has never raised funding before.

Morgan Financial Tech Stack

Discover the technologies and tools that power Morgan Financial's digital infrastructure, from frameworks to analytics platforms.

Jetpack

Jetpack

WordPress plugins

Smart Slider 3

Smart Slider 3

WordPress plugins

Swiper

Swiper

JavaScript libraries

Google Maps

Google Maps

Maps

Animate.css

Animate.css

UI frameworks

Beaver Builder

Beaver Builder

WordPress plugins

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Genesis theme

Genesis theme

WordPress themes

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Morgan Financial is located in Boyertown, Pennsylvania, US.
You can reach Morgan Financial at +16104739078.
Morgan Financial generates an estimated annual revenue of $4,850,551. This revenue figure reflects the company's market position and business performance in its industry.
Morgan Financial has an estimated valuation of $15,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Morgan Financial was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.
Morgan Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles