Skip to main content
Morgan Financial Solutions
Morgan Financial Solutions
  • Home
  • About Us
    • About Wesley Morgan
    • About Eagle Strategies
    • Working Together
    • Our Team
    • The Process
    • Your Role
  • Products & Services
    • Products Offered
    • Services Offered
    • Business Solutions
    • Advanced Planning
    • For Professional Advisors
  • Resources
    • Calculators
    • Newsletters
    • Tax Library
    • Videos
    • Education Center
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Envestnet Client Portal
    • eMoney
  • Schedule a Meeting
  • Our Location
  • Contact Us

Morgan Financial Solutions

  • Twitter Icon
  • LinkedIn Icon
  • Facebook Icon

About Us

  • Working Together
  • About Wesley Morgan
  • The Process
  • Your Role
  • Our Location
  • Associates
  • Tell A Friend
  • Our Team
  • About Eagle Strategies
  • About Eagle Strategies

Wesley Morgan is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Ohio. No insurance business may be conducted outside the state referenced.

Wesley Morgan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the state of Ohio. No offers may be made or accepted from any resident outside the specific state referenced.

Wesley Morgan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Ohio. As such, these services are strictly intended for individuals residing in Ohio.

Morgan Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.


Copyright 2022. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

  • Site Map

For more information about NYLIFE Securities LLC and its investment professionals, click here.