Derse Morgen Financial Advisors is an independent financial planning firm that offers investment advisory services located in Lake Norman, NC. We advise individuals and families who seek to simplify their financial life and make smart decisions with their money by partnering with an experienced independent financial advisor. We also provide advice to businesses and business owners regarding retirement planning, business retirement and succession planning, as well as tax and estate planning. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC. Insurance Services offered through Derse Morgen which is not affiliated with Woodbury Financial Services, Inc.
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