Edward Jones - Financial Advisor: Sam Morrison
Financial Service
Why pick this one
Sam Morrison holds CFP® and CKA® certifications and focuses on retirement income, estate and legacy, and business retirement strategies.
Best for
- Retirement income planning
- Estate and legacy strategies
- Values- and faith-based investing
- Business retirement plans
- Entrepreneurs and business owners seeking financial planning
Specialties
- Wealth strategies
- Values and faith-based investing
- Estate and legacy strategies
- Business retirement plans
- Retirement income strategies
- Financial planning for entrepreneurs and business owners
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor®
What makes them different
- Sam Morrison holds CFP® and CKA® certifications
- Accepting new clients
- Web conferencing available
- Saturday appointments available by appointment
- Four branch office administrators and senior branch office administrators listed on the team
Distilled from this business's own website.
Contact & Location
- Address
- 24 S Brady Ave, Suite B, Newton, NC 28658
- Phone
- (828) 464-1688
- Website
- http://www.edwardjones.com/sam-morrison
- sam.morrison@edwardjones.com
Services
- Wealth management
- Retirement planning
- Estate and legacy planning
- Business retirement planning
- Values-based investing
- Financial planning for entrepreneurs and business owners