Sandy Morris Financial

  • Financial Services
  • Tampa FL
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
10015 Gallant Lane Wilsky Professional Park, Tampa FL
Website
sandymorrisfinancial.com
Phone
(800) 589-5534
Employees
13
Founded in
2000
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

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Who is Sandy Morris Financial

Sandy Morris Financial Services is a full-service financial advisory firm located in Tampa, Florida. The company employs 13 individuals and generates an annual revenue of $5 million. Sandy Morris Financial Services specializes in providing comprehensive financial planning solutions for individuals and families. They work with over 1,000 clients in the Tampa area and offer a range of services including retirement planning, investment management, tax planning, estate planning, and family financial planning, including long-term care solutions. The company's team of experienced professionals takes a personalized approach to financial planning, working closely with clients to evaluate their current financial situation, set their goals, and develop a customized strategy to achieve their financial dreams. Interested individuals can learn more about Sandy Morris Financial Services by visiting their website at sandymorrisfinancial.com.

Sandy Morris Financial Industry Tags

8% Income for Life
Retirement Planning
Estate Planning
Money Management
Brokerage Accounts
Hybrid-Index Annuities
Financial Services
Financial Advisory Services
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Sandy Morris Financial Tech Stack

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FAQ

What is the location of Sandy Morris Financial's headquarters?
The headquarters of Sandy Morris Financial are situated at 10015 Gallant Lane Wilsky Professional Park, Tampa FL
What is Sandy Morris Financial's phone number?
Sandy Morris Financial's contact number is (800) 589-5534.
What is Sandy Morris Financial's official website?
The official website of Sandy Morris Financial can be found at sandymorrisfinancial.com.
What is Sandy Morris Financial's current revenue?
As of February 2015, Sandy Morris Financial's annual revenue reached $5B.
How many employees does Sandy Morris Financial currently have?
Sandy Morris Financial employs approximately 13+ people as of February 2015
Which industries is Sandy Morris Financial primarily operating in?
Sandy Morris Financial operates in the following industries: Finance, Credit
What are Sandy Morris Financial's industry tags?
Sandy Morris Financial's industry tags include: 8% Income for Life, Retirement Planning, Estate Planning
When was Sandy Morris Financial founded?
Sandy Morris Financial was founded in 2000.

Employee Directory

Key Employees

Michelle Urena

Director of Advisor Marketing & Operations

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