Financial guidance and clarity that spans generations

Mengel Morse and Associates

We are passionate about helping you achieve new possibilities through holistic and meaningful advice that’s tailored to your most important financial goals. No matter what stage in life, you can depend on us to keep your best interests at heart as we help simplify the complex choices and challenges that planning for the future brings.

 

Team Intro

We are passionate about helping you achieve new possibilities through holistic and meaningful advice that’s tailored to your most important financial goals. No matter what stage in life, you can depend on us to keep your best interests at heart as we help simplify the complex choices and challenges that planning for the future brings.

 

Our story

We're committed to you

Mengel Morse and Associates was founded in 2017 by Greg Mengel and Bob Morse, who ran successful practices at Thrivent for more than 20 years. Our combined financial skill sets, backed by a well-rounded team of experienced and caring professionals, allow us to provide a more complete experience for our clients across 32 states, including New York, Pennsylvania, Delaware and Connecticut.


Our commitment is that you are informed and educated at every step of your journey, as we help ensure you have plans in place to protect what matters most, retain more of your assets and efficiently transfer your wealth.

Our team

Greg Mengel

Greg Mengel

MBA, ChFC®, CLU®, FIC

Wealth Advisor

Robert Morse

Robert Morse

Financial Consultant

Stephen Strand

Stephen Strand

ChFC®, LUTCF®, FIC, RICP®

Financial Associate

Tony Mason

Tony Mason

FIC

Financial Advisor

John Prouty

John Prouty

Financial Advisor

How we work with you

Whether you’re seeking guidance on managing wealth you’ve accumulated or have several financial goals in mind, our advice integrates your objectives into a personalized blueprint that grows and changes with your needs and goals.

Woman in black blazer with laptop talking with man over coffee

Our solutions

Dedicated planning services

Dedicated planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Advice services

Advice services

Achieve financial clarity and confidence as you work toward your financial goals and dreams.

Life insurance

Life insurance

Life insurance isn't one-size-fits-all. There’s a range of types and features to consider—many of which can be customized to your individual needs.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Thrivent membership benefits

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.

Office information

A photo of our office

Phone:

518-453-3500

Fax:

877-200-8799

Operating Hours:

Monday through Friday 9am - 5pm

A photo of our office

Operating Hours:

Monday through Thursday 8am - 4pm