Toll-Free 800.201.8447 info@mormanandcompany.com

M-CO.
Holistic Financial Wellness

Change Matters Today

Freedom.

Find Freedom in Your Past Financial Decisions.

Peace.

Feel at Peace with Your Financial Life.

Confidence.

Be Confident in Your Financial Future.

Access.

Gain Access to Tools and Resources to Stay Empowered.

M-CO.

Holistic Financial Wellness

Change Matters Today

Freedom.

Find Freedom in Your Past Financial Decisions.

Peace.

Feel at Peace with Your Financial Life.

Confidence.

Be Confident in Your Financial Future.

Access.

Gain Access to Tools and Resources to Stay Empowered.

Helping You to Create A Better Tomorrow

We help people of all backgrounds to create a financial plan that will lead them to their life goals and dreams. Whether you are just entering the workforce, preparing to leave it or starting your own business, we’re here to help you live today and build a better tomorrow.

Our Services

Helping you find your path to a better place

We help to understand fundamental financial concepts and provide a foundation to create a sound strategy. We help you live today while building a better tomorrow. Our associates are ready to provide the tools and guidance needed to help clients make informed financial choices and meet their goals.

How can we help you?

Financial Planning

Let us help you get on the path to financial freedom.

  • Eliminate debt
  • Budgeting
  • Credit and debt counseling
  • Increase savings

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Business Planning

Eliminate the red flags that are stifling your business’ growth.

  • Operating above the red
  • Explore financial options

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Insurance Solutions

Protect yourself. Protect your assets. Be prepared for whatever life throws at you. Best-In-Class Insurance Products:

  • Health and Wellness programs
  • Short-Term Medical Plans
  • Prescription
  • Dental
  • Vision
  • Life
  • Accident, Cancer and Critical Illness Coverage
  • AD&D
  • Lifestyle discounts

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Future Blueprint

Let us help you get on the path to financial freedom.

  • Estate Planning
  • Retirement Planning
  • Succession Planning

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Our Mission

To embrace, educate and support the journey to holistic financial wellness.

“Women in commerce make the world of business an open arena, but the presence of Chantelle Morman adds genius, creativity, and innovation to the full spectrum of national and international enterprise. She is a model of creative genius and purpose.”

Dr. Henry Anderson

Chancellor, CULA - City University of Los Angeles

Happy Clients

You will see how much we care, by the service we provide and the approach we take.

“I have nothing but good things to say about Morman & Company. Everyone that I ever spoke with has always been super friendly and very helpful. They really care and they take the time to make sure you understand every step of the process. They definitely helped to put my mind at ease, and the program they setup for me was tailored in such a way that it was very manageable and affordable. I will highly recommend their service to anyone.”

Melinda B.

Customer

You're in Great Company with M-Co.

Change Matters Today,
It's Time to Get Started

Contact

Corporate Office

3221 NW 10th Terrace
Suite 503
Fort Lauderdale, FL 33309

Call Us

Toll Free - 800.201.8447

EMAIL US

info@mormanandcompany.com