James M Morgan III, CLU®, ChFC®, CFP®Financial Representative |
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Office: 336-510-5402 333 N Greene St Ste 400 Sign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the bestand worst scenarios. The relationship I establish with you enables me to focus on your needswhat you want for your family and what you are currently doing. My MissionAs a Northwestern Mutual Financial Network Representative, in all situations Jim Morgan will make those recommendations which he would do for himself and his family if faced with a similar situation. Jim Morgan matches your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Jim Morgan will do his best to help you protect and provide for those people you care about most. Jim will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.
Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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