4 Copley Place, 6th Floor
Boston, MA 02116
Morton Financial Rating:
I have been working with the folks at Morton Financial for just over two years and have been extremely impressed. Morton Financial was initially selected to provide strategic planning and wealth management services over many other firms based on Morton's:
1. Personlized approach to financial planning.
2. Track record of success.
3. Satisfaction from existing clients.
4. In depth understanding of various investment vehicles.
5. Dividend growth strategy.
But perhaps what was more important was the trust earned by Morton Financial in the selection process. The firm proved to have my interests at heart by making recommendations that significantly lowered the amount of money initially invested with them thereby minimizing any fees Morton Financial would earn from my account.
Looking back two year's, this recommendation worked out extremely well and as a result I have increased my investments with Morton financial during each of the past two years. During this same period the portfolio of Dividend Growth Stocks built with the Morton team has outperformed the S&P and did so while paying dividends (yielding even better overall all returns with less risk).
As a result of this strategy, I feel very confident in my overall investment approach and prospects for retirement. As such I strongly recommend Morton Financial to anyone seeking financial planning services.
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