Morris Financial - Northwestern Mutual - Aventura, Florida

Address: 19950 W Country Club Dr #802, Aventura, FL 33180.
Phone: 54053617.
Website: northwesternmutual.com
Specialties: Financial planner, Income protection insurance agency, Insurance broker, Life insurance agency.
Other points of interest: Identifies as Latino-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Morris Financial - Northwestern Mutual

☎️54053617

⏰ Open Hours of Morris Financial - Northwestern Mutual

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a comprehensive overview of Morris Financial – Northwestern Mutual, crafted to be helpful and informative, adhering to your specific guidelines:

Morris Financial – Northwestern Mutual: A Trusted Financial Partner

For individuals and families seeking comprehensive financial guidance, Morris Financial – Northwestern Mutual stands out as a reliable and experienced resource. Located at Address: 19950 W Country Club Dr #802, Aventura, FL 33180, and easily accessible at Phone: 54053617, Morris Financial provides a personalized approach to achieving financial security. Their website, Website: northwesternmutual.com, offers further details on their services and team.

Specializations and Services Offered

Morris Financial specializes in a range of crucial financial areas, making them a one-stop shop for many clients’ needs. Their core competencies include:

Financial Planning: They develop customized financial plans considering individual goals, risk tolerance, and time horizons.
Income Protection Insurance Agency: Protecting income streams is a priority, and they offer specialized insurance products to safeguard against unforeseen circumstances.
Insurance Broker: Morris Financial assists clients in selecting the appropriate insurance coverage – life, health, and property – ensuring adequate protection.
Life Insurance Agency: They provide expert advice and solutions for life insurance needs, helping families plan for the future.

Key Features and Accessibility

Morris Financial is committed to providing a seamless and accessible experience. Notable features include:

Latino-Owned Business: They pride themselves on their heritage and understanding of diverse client needs.
Convenient Scheduling: Clients can schedule appointments online or onsite.
Accessibility: The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom.
Client-Focused Approach: Appointments are required and strongly recommended, ensuring dedicated attention to each client’s specific situation.
LGBTQ+ Friendly: Morris Financial fosters an inclusive environment for all clients.

Client Feedback and Reputation

Morris Financial consistently receives positive feedback, reflected in an impressive Average opinion: 4.7/5 across Google My Business reviews. Clients frequently praise the team’s honesty, transparency, and genuine care for their clients' well-being. The emphasis on building strong, trusting relationships seems to be a defining characteristic of their service. It’s clear that many find the consultations to be exceptionally comfortable and informative – going above and beyond the typical industry standard.

Recommendation

Morris Financial – Northwestern Mutual presents itself as a highly recommended financial partner. Their combination of specialized expertise, dedication to client needs, and commitment to accessibility makes them an ideal choice for anyone seeking sound financial advice and protection. For those looking to gain a clearer understanding of their financial situation and develop a plan for a secure future, we strongly encourage you to explore their services further on their website: northwesternmutual.com. Contact them today to schedule a consultation and discover how they can help you achieve your financial goals.

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👍 Reviews of Morris Financial - Northwestern Mutual

Morris Financial - Northwestern Mutual - Aventura, Florida

Amit F.

5/5

I have never had such a comfortable, honest and transparent conversation with a consultant before. Morris have helped me clarify my financial situation, in business and personal, and guided me with honest suggestions for the future. Besides being professional and knowledgeable, Morris as a person is pleasant and friendly, and my overall experience has been off the charts. Definitely rare in today’s industry. Thank you Morris, for everything!

Michelle P.

5/5

I'm so happy with Morris' services.
I started with my Financial planning back in 2019 with Morris. I started a Roth IRA and got life insurance. My savings have growth and I feel protected. He helped me installed a Short Term Disability insurance for my company at the beginning of 2023, it was so relieving and helpful to receive the benefits of the disability insurance when I went on maternity leave. I'm so happy I have someone to trust with the complicated decisions of finances. He is trustworthy, patient and kind.
Thank you Morris!

josh B.

5/5

Morris has been an excellent advisor. My wife and I have been going to Morris for a few years. He has helped us obtain the proper disability and life insurance policies. He has also guided us to opening investment accounts that have had great returns. Morris has also be available to discuss general financial questions and provide sound guidance. We would highly recommend!

Patricia C.

5/5

Morris helped my husband and I shop for and purchase term life insurance. Morris is very knowledgeable and was easy to work with. He was patient and took time to get to know us and our goals and guide us through our options. In the end, he found us a great product that we are very happy with. We were so happy with Morris that we also spoke to him about group short term and long term disability for our company. We ended up purchasing both short term and long term policies as a company benefit to our staff. We are so thankful for Morris because a year later, we actually had an employee take medical leave after a serious surgery and it allowed us to take care of our employee in their time of need without crippling our business. I highly recommend Morris.

Viri C.

5/5

Morris is an excellent & knowledgeable professional - he came into our business in a time where we had nothing in place & he completely built a financial plan, protection and strategy for our business. We feel happy knowing we are in great hands. 100% recommend.

Simcha

5/5

My family and I have been purchasing all of our insurance products from Morris for years now and we couldn't be happier. He is very knowledge and before answering a question out of his area of expertise, he looks into it thoroughly and consults with other experts. We have had nothing but positive experiences form him and continue to use him and refer his services to anyone who needs it.

As someone who worked in insurance/investments, I know firsthand how complicated it can be - and despite the tens of agents I know and worked with while in the industry, I couldn't think of anyone better to trust my finances with than Morris.

Ari L.

5/5

Morris has helped give us financial peace of mind. He took the time to really understand what we were looking for and worked with us to build a plan to cover our bases. He showed us how our plan would unfold and how certain accounts grow with time. I wish I knew how valuable cash value life insurance is; I would have invested in one likely before buying a house if I knew the equity it held plus other benefits over time, and knowing how our child policies cover our future family and grandkids. Morris is low pressure, respectful, knowledgeable and really has made us feel comfortable over the past few years and has even become a close family friend. Anyone who meets with him is lucky to have him! Thank you Morris!

Dr. N. L.

5/5

I trust Morris with all my financial planning and accounts. He is sharp, dedicated and trustworthy. He takes the time to clearly explain and lay out everything and set a plan according to your terms. His recommendations are invaluable. I highly recommend him to everyone I know.