melissa-j-morris

Melissa Morris

Special Care Planner

CLU®, ChSNC™

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only)

English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

CRN202207-267436

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Morris Financial

210 6th Ave Ne Isanti, MN 55040-3226
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Morris Financial Office