Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Doctors

Jess S. Morgan & Company offers a full range of services for Doctors.

We are your advocate in all of your dealings with attorneys, business partners, and investment partners on all matters such as contracts, business dealings and investment opportunities.



Financial Planning

As a full service business management firm we offer complete financial planning. The firm acts as your personal accounting office by providing the following services: cash flow management, budgeting, retirement planning, as well as general guidance and oversight on all of your financial decisions. Our industry, tax, and accounting expertise enables us to have a big picture approach with all of your important transactions.Read more


Taxes

Our tax specialists have comprehensive tax experience in both personal and business areas. They work to ensure that both your personal and your business tax planning strategies are fully coordinated.Read more


Insurance

Our insurance professionals have the expertise in both professional and personal insurance. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life, home, auto, personal, and commercial policies. We work to ensure that your personal and professional life is properly protected.Read more


Investment

Jess S. Morgan & Company is a registered investment advisor with over forty years of experience in the securities industry. The investment team offers full management of your portfolio as well as analysis of those investment opportunities presented to you. The team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, profit sharing as well as other retirement plans.Read more


Real Estate

Our real estate group can counsel you on all of your property transactions. Their knowledge covers everything from purchasing or leasing a house, rental property or commercial property to major construction and renovation. We can also handle property management for your investment properties.Read more

Attorneys

Jess S. Morgan & Company offers a full range of services for Attorneys.

We are your advocate in all of your dealings with business partners, investment partners or other attorneys on all matters such as contracts, business negotiations, and investment opportunities.



Financial Planning

The firm acts as your personal accounting office by providing such services as bill paying, cash flow management, budgeting, retirement planning, as well as general guidance and oversight on all of your financial decisions.Read more


Taxes

Our tax specialists have comprehensive tax experience in both personal and business areas. They work to ensure that all facets of your tax planning strategies are fully coordinated. We will also work in connection with your estate planning attorney to make sure the tax planning strategies put in place are enacted and carried out they way they are drafted.Read more


Insurance

Our insurance professionals have the expertise in both professional and personal insurance. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life, home, auto, personal, and commercial policies. We work to ensure that your personal and professional life is properly protected.Read more


Investment

Jess S. Morgan & Company is a registered investment advisor with over forty years of experience in the securities industry. The investment team offers full management of your portfolio as well as analysis of those investment opportunities presented to you. The team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, profit sharing, as well as other retirement plans.Read more


Real Estate

Our real estate group can counsel you on all of your property transactions. Their knowledge covers everything from purchasing or leasing a house, rental property or commercial property, to major construction and renovation. We can also handle property management for your investment properties.Read more

Executives

Jess S. Morgan & Company offers a full range of services for executives.

For the Executive we offer the security that comes with knowing that we are with you through the various stages of your career. We advise on your behalf with your employers. Our staff has worked with numerous studios, networks, labels and attorneys; furthermore we have expertise that literally spans the globe.



Intellectual Property

Our intellectual property group administers royalties or profit participations for which you may be entitled. Read more


Financial Planning

As a full service business management firm we offer complete financial planning. The firm acts as your personal accounting office by providing the following services: cash flow management, budgeting, retirement planning, as well as general guidance and oversight on all of your financial decisions. Our industry, tax, and accounting expertise enables us to have a big picture approach with all of your important transactions. Read more


Taxes

Our tax specialists have comprehensive tax planning experience in all fifty states. We also have the resources to coordinate foreign tax returns if you will be working abroad. Read more


Insurance

Our professionals have the expertise to manage your insurance needs. They can coordinate your health benefits, employee benefits, as well as advise on a wide range of insurance matters from life to home, auto, personal, and commercial policies. Read more


Investment

Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, profit sharing as well as other retirement plans. Read more


Real Estate

Our Real Estate group can counsel you on all your property transactions. Their knowledge covers everything from leasing office space, purchasing a house or rental property, or major construction and renovation. We can also handle property management for your investment properties. Read more