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

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

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Robert Morse

Financial Consultant

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Stephen Strand

ChFC®, LUTCF®, FIC, RICP®

Financial Associate

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Tony Mason

FIC

Financial Advisor

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John Prouty

Financial Advisor

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Grant Mengel

Financial Advisor

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Simon Blattstein

Financial Advisor

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Jack Little

FIC

Associate

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David Hawley

LUTCF®, FIC

Associate

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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.

Our solutions

Dedicated planning services

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

Advice services

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

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.

Community impact

Community Impact

We believe a commitment to giving back to the communities where we live and work is an important part of who we are.

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.

News and insights

Today we wish Bob Morse a very happy birthday! Since it is also a holiday weekend, we hope he is outside enjoying one of his favorite past times, such as fishing, golf, biking or hiking, as well as spending time with his family. Enjoy your day Bob!

Life is about celebrating the proud moments you’ve worked so hard for. What is one of your proudest moments?

How to protect your family financially over the years

Check out these ways to help protect the income your loved ones depend on—now and in the future.

Contact

Office information

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Address:

3418 Carman Rd
Schenectady, NY 12303

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/

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.