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Andres Morales

Financial Services Professional

MA

Biography

Preparing for the next step in life isn’t always easy.  Knowledge is the key to a successful financial future.  My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.  Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

Education

Bloomsburg University Grad School (2010-2012)
Rutgers University (2006-2010)
Liberty High School (2002-2006)

Hobbies

Football
Coaching
Weight lifting
Being a GirlDad
Cooking

Community Involvement

Founder of the Lehigh Valley Steel Rockets 7 on 7 Club football team
Founder of the Mettle Movements Sports Performance Experience

Focus Areas

  • Insurance Strategies
  • Student Loan Refinancing
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education
  • Military

Languages

  • English
  • Spanish

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202209-271451

Check the background of this investment professional on FINRA's BrokerCheck