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
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
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.
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
Protecting your small business with life insurance
As a small business owner, there are many things you need to be successful. A great team. Positive customer feedback. A strong read on your competitors. But consider life insurance for a moment. Life insurance also may be an important resource for your business, so it can one day still succeed without you. In addition, it can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. With that in mind, here's a closer look at what makes life insurance so important, along with an overview of commonly used types of life insurance for business owners and which might be a wise choice for your needs: https://www.thrivent.com/insights/life-insurance/protecting-your-small-business-with-life-insurance
Small Business Succession Planning: The Basics
Only a third of small business owners have a succession plan. Given the notoriously high demands on business owners' resources, that's not surprising, yet those demands are why succession planning is so critical. Read here about those challenges and their solutions: https://www.thrivent.com/insights/estate-planning/how-business-succession-planning-can-protect-your-small-business
Office information
Address:
3418 Carman RdSchenectady, NY 12303
Operating Hours:
Monday through Friday 9am - 5pm
Operating Hours:
Monday through Thursday 8am - 4pm