Morris Financial Concepts
Finance · South Carolina, United States · 11-50 Employees
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Overview
Headquarters
409 Coleman Blvd Ste 100, Mount Pleasant...Phone Number
(843) 884-6192Website
www.mfcplanners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Morris Financial Concepts
Morris Financial Concepts is an independent, fee-only financial planning firm based in Charleston, SC, specializing in holistic wealth management services. They offer tailored financial planning, tax strategy, retirement planning, and legacy planning to help clients achieve their financial goals. The firm is dedicated to providing personal advocacy and academically-proven strategies, ensuring a comprehensive approach to financial success. Their intended clients include individuals seeking financial independence and those looking to protect their legacy.Explore more
Morris Financial Concepts Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Morris Financial Concepts is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Morris Financial Concepts is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Morris Financial Concepts.
Morris Financial Concepts financials insights
Gather financial insights about Morris Financial Concepts, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Morris Financial Concepts Tech Stack
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Most Recent Scoops
Person-Based
Financial Planning
Open Position
Funding
Morris Financial Concepts Inc has received an SBA PPP loan for $150,000-350,000 from First National Bank of Pennsylvania.
Funding
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Frequently Asked Questions Regarding Morris Financial Concepts
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Morris Financial Concepts is an independent, fee-only financial planning firm based in Charleston, SC, specializing in holistic wealth management services. They offer tailored financial planning, tax strategy, retirement planning, and legacy planning to help clients achieve their financial goals. The firm is dedicated to providing personal advocacy... Read More
