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Reviews for Morgan Rosel Wealth Management
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Morgan Rosel Wealth Management
1805 Shea Center Dr Suite 420, Highlands Ranch
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1805 Shea Center Dr Suite 420, Highlands Ranch
Directions Call Website Suggest an Edit
I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the... read full review
As a retired couple, our goal is to enjoy life, but also plan and protect our finances for our children and grandchildren. We appreciate David and Eric for their guidance, direction, and quick response.
We have been relying on Morgan Rosel for management of our retirement funds for about 10 years. We reside several states away so we do much of our communication by phone. On multiple occasions we have had both Dave and Eric on the phone at the same time, reviewing our progress and plan and discussing options they recommend. Their staff is always very friendly and efficient to accommodate any request we may have. We continue to have full confidence in the whole team as they strive hard to keep our best interest as the goal.