CONNECT

Address:

713 West Kennedy Blvd.
Lakewood, NJ 08701-1972

Phone:

732.363.9900

Fax/Other:

732.363.9920

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 currently registered as an Investment Advisor Representative and General Securities Agent with LPL Financial and a licensed life and health insurance agent in several states.

As of December 2018, Morris manages in excess of $62 million and strives to uphold 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

 

*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.