WELCOME TO STEVEN MORSE AND COMPANY

CREATE A PLAN FOR YOUR FINANCIAL FUTURE

Our top priority is helping you take care of yourself and your family. We want to learn about your personal situation, identify your goals and understand your needs. Long-term relationships that encourage open and honest communication have been, and will continue to be, the cornerstone of our foundation of success.

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OUR SERVICES

Independence. Trust. Collaboration.

INVESTMENT MANAGEMENT

RETIREMENT INCOME PLANNING

INSURANCE CONSULTING

RISK MANAGEMENT

ESTATE PLANNING AND TAX STRATEGIES

COLLEGE/EDUCATION PLANNING

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STEVEN MORSE

CERTIFIED FINANCIAL PLANNER™

AARON JENSEN

CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary

LISA DICKINSON

Office Manager

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CONTACT US

3680 W Liberty, Ann Arbor, MI 48103

734.663.9254

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