About Us
"The war that we {advisors} wage - for our clients' financial independence and their ability to care for those they love - can always be won. ~Nick Murray
Johnson Morganti is a go-to hub for individuals, families & companies, who want to improve their lives, their finances, and their businesses.
Launched in 2004, JM is a quickly growing community of select clients from all over the US. We breed a positive and fun mentality, because we believe that money & finance do not have to be boring.
Think of us as your Financial Concierge. Like a luxury vacation, we're here to work with you in planning out all the details of your financial journey.
We also believe:
YOU have the inherent right to build a nest egg that creates contentment, brings you joy and changes your life. Trust us! We'll show you how.
YOU probably have a Big Fat Goal you've kept putting off. We're here to help you bring it to life. Use our 25+ years of experience to work towards that Goal - better, stronger, faster.
YOU deserve happiness, success and stability. And we're determined to give you the tools to create those feelings, 24/7.
If you hear angels singing in the background, because this is what you've been looking for, we'd love to hear from you! Let's be friends! Please give us a like on Facebook.
Let's Be Friends!
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Choose just the solutions you need, or build an all-inclusive package
FINANCIAL PLANNING SERVICES
Whether for an hour a day or only once per year, we'll sit down with you to build a complete strategy for success.
RETIREMENT SERVICES
Are you and/or your company unhappy with your 401k or retirement plan? We can help!
HR CONSULTING SERVICES
Struggling with HR issues? We can help organizations large and small establish, out-source and troubleshoot any and all essential Human Resource functions.
EMPLOYEE BENEFIT SERVICES
Saving money on employee benefits while still attracting and retaining the best and the brightest is a must in today's economy. Give us a call for a FREE evaluation of your current benefits program.
FREE LIBRARY
Subscribe and have access to our free library of articles and worksheets for anyone concerned about their financial future. (Coming soon...)
THE MONEY MINUTE
Always on the go? Subscribe to our free library of 2 minute videos to learn about money basics. (Coming Soon...)
Connect with Our Team
Who runs this shop of awesome??
Awards & Memberships
