Derse | Morgen Financial Advisors is an independent financial services firm located in Lake Norman and Charlotte, NC. We advise individuals and families at all stages of life who want to simplify their financial lives and make smart decisions with their money. We also provide advice to business owners regarding retirement and succession planning, selling their business, and tax and estate planning.
We look forward to learning about you and earning the opportunity to become your trusted financial partner. If you would like more information about our firm, please contact our Lake Norman Office at 704-897-0487. You can also email us at [email protected].
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