Check the background of this financial professional on FINRA's BrokerCheck.
Swan Morss Insurance
Josh Palmer
607-846-4462
josh@swanmorss.com
Welcome

Welcome to our Website  where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Our Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Contact Me
Josh Palmer
Swan Morss Insurance
309 E. Water Street
Elmira, NY 14901
607-846-4462
Josh@SwanMorss.com



Newsletters
  • Earnings Season: What Investors Can Take Away from Corporate Reports
    Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season is
  • Five Times in Your Life When You Might Need Help with Your Finances
    As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering
  • Balancing 401(k) and HSA Contributions
    If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to
  • What health services aren't covered by Medicare?
    Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered.
  • How much will health care cost?
    Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required for an
    
PreviousNext
Latest Video Client Alert
 
 
 

Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC
 Swan Morss Insurance and Cadaret, Grant & Co. Inc. are separate entities



This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, ME, MD, MA, NY, NC, OR, PA, RI, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.