Munroe Morrow Wealth Management

They saved me THOUSANDS!!!! I highly recommend Munroe Morrow!. I was looking to get an audit / second opinion on my portfolio and re-structure my investments. Greg has an incredible wealth of knowledge and answered all my questions, gave the best advice, and walked me through the entire process. However, he went above and beyond with tax and retirement account advice, which I hadn't even considered or asked about. Greg's suggestions saved me about $10,000 in taxes this year, utilizing a different retirement account that my own accountant of 10+ years had never mentioned or suggested. I wish I started working with them sooner!!! WOW! Munroe Morrow Wealth Management truly cares about their clients' full financial picture, goals, and how to maximize and grow their wealth.
Feb 14th, 2024

I've just started working with Kyle Hurley as my advisor. I could not be more impressed- with his depth of knowledge, thoughtful questions, active listening, and customer-first approach.I'm excited to chart a new financial path forward- and confident Kyle can help me reach my short and long term goals.
Feb 10th, 2024

Extremely knowledgeable and helpful. I can't recommend these financial advisors more highly!
Dec 26th, 2023

They are the best! Weve been with them for the last 15 years. Weve always worked with Greg and he is very knowledgeable about the market and is just a really nice guy!
Dec 17th, 2023

I've been with Greg for 25 years and thanks to him and his team members, I am now retired and financially comfortable, thank God...and Greg Munroe. I recommend Greg and his highly qualified team members to anyone who wants to achieve financial security to give them a try. I did and I am grateful...
Nov 23rd, 2023