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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
  • Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
    Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility.
  • Key Estate Planning Documents
    Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are
  • What's New in the College World?
    If you're the parent or grandparent of a current or prospective college student, you might be interested to learn what's new in the world of higher education.
  • What are the warning signs of financial scams targeting older individuals?
    If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you're not alone. According to
  • How can you avoid falling for the Social Security imposter scam?
    The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to "press 1" to speak to a government "support
    
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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.