Morris Financial Services is an independent financial advisory firm located in Sandusky, OH, serving the community of Erie County. With over 20 years of experience, Alison Morris, the independent financial advisor, offers unbiased advice and a wide range of financial products and services to her clients. Her mission is to work closely with clients to create personalized wealth management plans and provide ongoing investment support throughout their lifetime.
Aligned with B. Riley Wealth Management, Inc., Morris Financial Services leverages the platform's superior experience and resources to deliver comprehensive financial solutions. The firm offers services such as annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. Clients can also access calculators, flipbooks, and informative videos on the firm's website to enhance their financial knowledge. With a commitment to serving the community, Morris Financial Services aims to be the trusted financial advisor for individuals in Erie County.
Generated from the website