Mengel Morse and Associates

(518) 453-3500

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

MBA, ChFC®, CLU®, FIC

Wealth Advisor

Robert Morse

Financial Consultant

Stephen Strand

ChFC®, LUTCF®, FIC, RICP®

Financial Associate

Tony Mason

FIC

Financial Producer I

John Prouty

Financial Advisor

David Hawley

LUTCF®, FIC

Associate

Jack Little

FIC

Associate

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.

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.

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.

Additional information

While working with Thrivent and throughout your entire financial journey, questions are sure to arise. We can help you find the answers. Following are common questions and answers from individuals just like you.

Contact

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To learn more about the privacy of your information, visit our privacy policy.

Office Information

Phone:

(518) 453-3500

Fax:

(877) 200-8799

Operating hours:

Monday through Friday 9am - 5pm

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/