Investment Services at MAFCU

MAFCU Partners With Munroe, Morrow & Thorne for Investment Services

MAFCU partners with Munroe, Morrow & Thorne to provide members access to financial and investment planning. Munroe, Morrow & Thorne is a private wealth advisory practice of Ameriprise Financial Services, Inc.

Greg Munroe, CFP®, Senior Financial Advisor, heads the team that includes Matthew Morrow, Associate Financial Advisor, Rob Thorne, Associate Financial Advisor, and Vincent Allard, Associate Financial Advisor.

Munroe, Morrow & Thorne provides personalized financial planning, investment management, and insurance planning for clients. Areas of expertise include investment and financial planning for retirement income strategies, wealth preservation strategies, protection/insurance planning, education planning, and small businesses.

“We work with clients to design a personal financial plan around their life goals,” says Munroe. “Our focus in on excellent investment and financial advice as we help our clients build, manage and protect their wealth. We thoroughly analyze each client’s investments and provide specific recommendations that are tailored for each client’s individual financial situation and goals. We motivate clients to plan and stay on track towards the achievement of their short and long-term financial goals.”

The Munroe, Morrow & Thorne team is available to meet with individual MAFCU members. For more information, contact Matthew Morrow at 857-366-4637 or matthew.a.morrow@ampf.com or go to www.gregorymunroe.com.

Click here for more information on Greg Munroe.