PARSIPPANY, N.J. and SPARTA, N.J., June 01, 2017 (GLOBE NEWSWIRE) -- Morris Retirement Advisors announces they are now an independent investment advisory firm registered with the Securities Exchange Commission (SEC). The firm is now better equipped to fulfill the high standard of duty that it provides for its clients. As an independent firm, Morris Retirement Advisors can offer its clients greater access to investment products, state-of-art technology, customized tax preparation and planning services, as well as provide clients a choice of where to custody their assets.
The Managing Partners of Morris Retirement Advisors are Marco Lima, CFP® and Adam C. Anderson, CFP®, CRPC®. Mr. Anderson commented: “As we look into the future with excitement, we would reiterate our mission to Simplify Financial Planning and Wealth Management across generations, and their unwavering focus to Simplify Our Clients’ Financial Life, Instill Confidence with a Plan, and Pursue Growth.”
Mr. Lima added, “To celebrate the transition, we are offering complimentary Second Opinion Conversation, a do-it-yourself Portfolio Risk Analysis Tool, and Free Personal and/or Business Tax Assessments – all available at our newly updated website www.morrisretirementadvisors.com.”
About Morris Retirement Advisors
Morris Retirement Advisors Independent Investment Advisory firm that truly employs comprehensive financial planning and risk management strategies as core principles in our Wealth Management Process. We believe that the Road to Financial Independence rarely presents itself without roadblocks or unexpected detours. Our team of seasoned professionals, most of whom are Certified Financial Planner (CFP®) practitioners with over a decade of experience, partners with each of our clients to help them define their road to Financial Independence using a unique and proprietary process. Our process is designed to get you closer to your goals by identifying opportunities and potential roadblocks in your financial situation. This process is delivered through a tailored service model to each of our clients, which is designed around their unique needs. The firm currently manages approximately $200 million in client assets and generates gross annual revenues of approximately $2.2 million across its financial planning, wealth management, taxes and insurance business lines.
Our Offices:
3799 US Hwy 46, Suite 100
Parsippany, NJ 07054
And
13 Main St, Floor 1
Sparta, NJ 07871