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.
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
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 solutions
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.
Events
2024-10-01T13:00:00
Savvy Social Security
Strategies to help maximize your Social Security income.
Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income!
These sessions are hosted by Robert Morse, FIC, and Andrew Filler, FIC, RICP©️
RSVP your place for you and a guest by calling our office at 610-282-2820 or by email to cheryl.urmy@thrivent.com.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures.
2024-10-01T17:00:00
Savvy Social Security
Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income!
These sessions are hosted by Robert Morse, FIC, and Andrew Filler, FIC, RICP©️
RSVP your place for you and a guest by calling our office at 610-282-2820 or by email to cheryl.urmy@thrivent.com.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures.
2024-10-01T22:30:00
Savvy Social Security
oin us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income!
These sessions are hosted by Robert Morse, FIC, and Andrew Filler, FIC, RICP©️
RSVP your place for you and a guest by calling our office at 610-282-2820 or by email to cheryl.urmy@thrivent.com.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures.
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 120 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 2.4 million clients, as well as the communities in which they live and work.
News and insights
Office information
Address:
3418 Carman RdSchenectady, NY 12303
Operating Hours:
Monday through Friday 9am - 5pm
Operating Hours:
Monday through Thursday 8am - 4pm