Our Firm

                                                                                                                  

 

 

 

 

Financial planning practice:

Customized Financial Planning by:

Paul D.J. Morgis, CFP®, Ch FC, MBA

CERTIFIED FINANCIAL PLANNER™ Professional

 

 

Advisory services through:

Advisory services and Financial Planning offered through Vicus Capital, Inc., a federally Registered Investment Advisor.

Securities offered through:

Registered Representative offering securities through Cetera Advisor Networks LLC,

member FINRA/SIPC.  Cetera is under separate ownership from any other named entity.

Securities orders cannot be honored when communicated by email.