Morgan Wilshire Securities, Inc. is a wealth management firm in West Hempstead, NY, located at 59 Hilton Ave Suite 101. The firm provides securities and investment-related services for individual investors, businesses, and select pension-related clients. Their approach emphasizes informed decision-making, long-term relationships, and personalized client support tailored to each client’s financial objectives and evolving market conditions. Morgan Wilshire helps clients navigate changing market environments through strategic investment risk management, exchange-traded fund (ETF) investing, mutual fund selection, and fixed income investments. The firm has operated since 1998, building its business on professional guidance and responsive service. They hold a 4.20 rating based on customer reviews. Morgan Wilshire Securities works closely with clients to understand their financial objectives, risk considerations, and long-term goals rather than relying on standardized models. The firm identifies opportunities and strategies that align with each client's individual circumstances. Their team includes President and CCO Michael Finnan, who began his career on Wall Street in 1992 as an adviser trainee in Syossett, NY. Partner, Shareholder and CEO Paul Metz resides in Garden City, NY. Investment Representatives include Alfred DiLoreto, a Long Island native dedicated to helping clientele achieve investment objectives, and Ross Atkin, a St. John’s University graduate who majored in Business Management. Head Trader and Account Supervisor Ed Maher previously handled accounts of high net worth individual investors with Philips, Appel & Walden, Inc. The firm is committed to professionalism, transparency, and responsive client service. They believe long-term client relationships are built through trust, communication, disciplined market perspective, and careful attention to client objectives. The firm chooses quality investment products devoid of any proprietary products to provide a solid platform for navigating uncertainty. They educate clients on systematic and non-systematic investment risks, including interest-rate, inflation, currency, liquidity, and sociopolitical risks. The 4.20 rating from customers reflects the firm's dedication to personalized support and professional guidance. Morgan Wilshire Securities, Inc. combines decades of Wall Street and local expertise to help West Hempstead investors manage risk and preserve wealth through disciplined, personalized strategies.
BizScoreAI awards Morgan Wilshire Securities a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page so the firm is available for AI recommendations. The business also achieves a Technical score of 89 out of 100, confirming the website is secure and structured correctly for search engines to read without errors.
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