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Morgillo Financial Management, Inc. (MFM) is a Securities Exchange Commission (SEC) Registered Investment Advisor (RIA) with locations in North Andover, Massachusetts and Portsmouth, New Hampshire. MFM is in compliance with the current registration requirements imposed upon registered investment advisors by those states in which MFM maintains clients. As an RIA we have a fiduciary duty to put our clients' best interests first.
The information contained in this website has been prepared by the Company for informational purposes only and is not intended to constitute advice, financial or otherwise. The information contained in this website is not meant as a substitute for competent financial consulting, nor should it be construed by any consumer and/or prospective client as MFM's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation. MFM does not render or offer to render personalized investment advice or financial planning advice through the MFM website. MFM's specific advice is given only within the context of our contractual agreements with each client. The MFM website is limited to the dissemination of general information about MFM's service offerings, and provides an alternative method for prospective clients to learn more about MFM and to contact MFM. Advice may only be rendered after the delivery of Form ADV-Part II and the execution of a consulting or investment advisory agreement by the client and the advisor.
A copy of Morgillo Financial Mangement's current written disclosure statement, Form ADV Part II, which discusses MFM's business operations, services and fees is available from MFM upon written request.
While MFM is committed to bringing you the most up-to-date, accurate and reliable information, it does not guarantee the correctness, accuracy, quality, or reliability of the information contained at this website. The information and opinions contained in the website are provided by MFM for personal use and for informational purposes only and are subject to change without notice. Nothing contained in the website constitutes investment, financial, legal, tax or other advice, nor is it to be relied upon in making an investment or other decision. MFM's specific advice is given only within the context of our contractual agreements with each client.
When you access certain links on the MFM website you may leave the MFM website. MFm does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of MFM's website for convenience and informational purposes.
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