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Elaine B. Morgillo, CFP®

Morgillo Financial Management Inc

855 Turnpike St
N Andover, MA 01845
Phone: (978) 975-3000
Fax: (978) 975-3323

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Portfolio size and planning complexity

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.