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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
  • Three Regrets of Retirees
    A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to
  • Ten Year-End Tax Tips for 2019
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Tips for Managing Your Holiday Spending
    Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some tips
  • What are continuing care retirement communities?
    Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs
  • Do independent living communities differ from CCRCs?
    Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
    
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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.