Morris Mayerfeld

Morris Mayerfeld

CFP®

 

Mayco Financial Services was founded by Morris Mayerfeld in 1992. Morris, known to his friends as Moshe, is a lifelong resident of NJ.

He obtained a Master of Rabbinic and Talmudic Studies and Advanced Certificate in
Talmudic Studies from Beth Medrash Govoha of America Inc., The Kotler Institute of Higher Learning in Lakewood, New Jersey. He entered the financial industry in 1988 and is a Registered Investment Advisor Representative, a General Securities Broker, and a licensed life and health insurance agent in several states.

Morris currently manages in excess of $100 million and has established a reputation for expertise and integrity.  He specializes in working with affluent individuals, business owners, and those approaching or already in retirement. His clientele includes many retirees and widows. He is always available to help them with any of their financial concerns.

You can see more information here and here.

Visit Morris' Linked-In profile: http://www.linkedin.com/in/morrismayerfeldcfp

What his clients are saying:

"We have been clients of Mayco for almost 20 years and have been so pleased with the service and dedication that we have persuaded other family members to use Mayco. They are also extremely satisfied."

Yehuda Fuss and Shoshana Kabalkin

Brooklyn, NY and Jerusalem

"Dealing with Morris Mayerfeld for several years, I come to the conclusion that this was one of the better decisions I ever made. Morris and his team are true professionals. They are straight and honest and readily available for consultation. Morris' humility is complemented by his integrity and street smarts.”
John Rothschild
 New York, NY

“I have worked with Morris for many years and have found him to be bright, honest, insightful, diligent, and very communicative.  I unhesitatingly recommend Morris.”
Abe Danziger
Lakewood, New Jersey

 

*Financial Planning Standards Board Ltd. (FPSB) owns the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Marks outside the United States, and permits qualified individuals to use these marks to indicate that they have met FPSB's initial and ongoing certification requirements.