Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care [...]
Morin Associates LLC provides Life and Health Insurance, Employee Benefits, Medicare/Social Security Planning, Wealth Management, and Retirement Planning to all of CT, FL, MA, MI, NY, RI.
The information contained is derived from sources believed to be accurate. However, we do not guarantee its accuracy. The information contained is for general use and it is not intended to cover all aspects of a particular matter.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered through LPL Financial, a registered investment advisor | Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of your financial professional on FINRA’s BrokerCheck.
Rick Mattson, Michael S. Depot, Dorrie Fraser, Linda Lachapelle, Michele Penn, Joelle Yost, and Joe LoPresti are not affiliated with LPL Financial.
© 2023 Morin Associates LLC | Privacy Statement | Accessibility Statement | Powered By Simplicity Lone Beacon
