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Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLUFinancial advisor in Bakersfield, CA

Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU is a financial advisor at 9910 Rosedale Hwy Ste B1, Bakersfield, CA 93312, rated 5.0 from 2 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bakersfield, CA0 paid placements in any rankingHow we rank

Call (661) 829-7848

Key facts

Key facts about Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU
Address9910 Rosedale Hwy Ste B1, Bakersfield, CA 93312Get directions
Phone(661) 829-7848
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Bakersfield and 7 towns within 25 miles: Rosedale, Oildale, Shafter, Lamont, Wasco, Arvin and McFarland.

Based in Bakersfield, CAView on map

Questions about Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU

What areas does Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU serve?

Serves Bakersfield and 7 towns within 25 miles: Rosedale, Oildale, Shafter, Lamont, Wasco, Arvin and McFarland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU?

Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU?

Call Terry Morgan, EA, CFP, CLTC, MS Tax, MBA, CLU on (661) 829-7848. The business is at 9910 Rosedale Hwy Ste B1, Bakersfield, CA 93312. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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