SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. - Tampa, Florida

Address: 10015 Gallant Ln, Tampa, FL 33625, United States.
Phone: 8134430879.
Website: sandymorrisfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. 10015 Gallant Ln, Tampa, FL 33625, United States

☎️8134430879

⏰ Open Hours of SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–4:30 pm
Saturday: Closed
Sunday: Closed

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC

SMF Private Wealth es una empresa de planificación financiera y gestión de patrimonio con sede en Tampa, Florida. La empresa ofrece servicios de planificación financiera, gestión de patrimonio y planificación de bienes para individuos y familias.

La empresa cuenta con un equipo de profesionales experimentados liderados por Sandy Morris, quien tiene más de 20 años de experiencia en la planificación financiera y gestión de patrimonio.

Especialidades

Financial planner: SMF Private Wealth ofrece servicios de planificación financiera para individuos y familias, incluyendo creación de planes de ahorro, inversión y jubilación.

Gestión de patrimonio: La empresa ofrece servicios de gestión de patrimonio para individuos y familias, incluyendo planificación de bienes y gestión de activos.

Planificación de bienes: SMF Private Wealth ofrece servicios de planificación de bienes para individuos y familias, incluyendo creación de planes de sucesión y planificación de herencia.

Ubicación

La empresa tiene su sede en 10015 Gallant Ln, Tampa, FL 33625, United States y ofrece servicios en toda la región.

Información de contacto

Para obtener más información o programar una cita, puede llamar al 8134430879 o visitar su sitio web en sandymorrisfinancial.com.

Otras características

La empresa cuenta con un centro de apoyo para clientes, donde pueden programar citas y obtener asesoramiento personalizado. La empresa también ofrece servicios de apoyo en tiempo real a través de teléfono y correo electrónico.

Para la comodidad de los clientes, la empresa tiene un estacionamiento accesible para personas con discapacidad y un entrada y baño accesibles. Los clientes también pueden programar citas de manera recomendada.

Opiniones

La empresa ha recibido 21 revisión en Google My Business, con una media de opinión de 4.8/5. Los clientes han elogiado a la empresa por su atención personalizada y su experiencia de servicio excepcional.

Un cliente ha declarado: "Mi esposa y yo hemos sido clientes de Sandy Morris Financial durante más de 10 años y han gestionado nuestros activos de manera excelente hasta la jubilación. Sandy, Steve y Michelle son increíbles y han sido como una familia para nosotros durante todos estos años. Sandy siempre ha recordado a nosotros durante las festividades de Navidad y ha sido muy accesible para nosotros. Le recomiendo encarecidamente a Sandy Morris Financial para sus necesidades de portafolio financiero.".

👍 Reviews of SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.

SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC. - Tampa, Florida

Mike N.

5/5

My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.

S H.

5/5

I attended Sandy Morris' financial and estate planning seminar in Westchase. She then invited me to her office for a free consult. She gave her time freely. We identified that I'd benefit from financial services that she does not offer, and she gave me names of other service providers to contact. Sandy is a professional and she also has a soft heart. No sales tactics. I like her. Her staff was also helpful, professional, and responsive.

Steve M.

5/5

I have been with Sandy Morris Financial for over three years now and have had an outstanding experience working with Sandy and her team. They are very responsive to my needs at and excellent price. We have had double digit returns on our investments year after year. We review our investments with Sandy on a quarterly basis to ensure our portfolio fits out personal and financial needs. I highly recommend Sandy as an adviser, she is personable and really knows the business and listens to your needs. I give her an A+.

George W.

5/5

We have been clients of Sandy's for several years. We have since retired ( 4 years now) and Sandy has helped us with investing in a manner that is responsive to our risk tolerance and allows us to meet our income goals during retirement. We are very pleased with the service and advice that we receive for her and her team and often recommend her to our friends.

Lori S.

5/5

My husband and I have been using Sandy’s firm since before we retired a few years ago. Their methods work! And they are a fun bunch to work with. They have done well for us despite the economic downfall the past couple of years. Highly recommend!

george P.

5/5

I have been a customer for the past year. We have been extremely satisfied with their service. Sandy and her team functions very well. They are very attentive to your financial needs and all of the complexities therein, even personalizing all the details to suit my individual needs. I would recommend Sandy Morris to any of my friends or family.

Robin L.

5/5

We are very happy to have been introduced to Sandy Morris Financial. They have been very effective in helping us to safeguard our savings through retirement while maintaining adequate income, and rectifying some previous errors we had made in our portfolio.

Chris A.

5/5

Sandy has been handling my portfolio for several years and I’m completely satisfied with the service I received. She worked out our retirement plan and it’s working out perfectly.
Everything we talked about was put in place and it’s turned out very positive and our retirement is going as planned.

Chris & Sharon Altimari