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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
  • Due Date Approaches for 2018 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?
    When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs.
  • Four Reasons Your Parents Might Be in Financial Trouble
    As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they're
  • How can I get a tax break for child care?
    More than 60% of children under age six in the United States have two parents in the workforce. 1Many of these working parents must spend a burdensome share
  • How much does child care really cost?
    Typical child-care fees vary widely by state, as do other living costs. But in all regions, the average annual cost of center-based care for one infant now exceeds the
    
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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 CA, CO, FL, ME, MA, NY, NC, PA, RI and VA. 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.