Morrison Financial Group

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

163 E Chicago Rd, Coldwater, Michigan, 4...

Phone Number

(517) 278-5681

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Morrison Financial Group

Morrison Financial Group specializes in simplifying complex financial planning for individuals and families aiming to achieve their ideal retirement. They offer a three-step process that includes discovering clients' retirement goals, evaluating their current financial situation, and providing custom strategies to meet those needs. The firm focuses on creating financial plans that ensure long-term sustainability while managing market risks and tax efficiency. Their services are designed for clients seeking financial independence and strategies to optimize their retirement income.Explore more
Morrison Financial Group's Social MediaPopular SearchesMorrison Financial GroupMorrison & AssociatesMorrison FinancialMorrison Financial Group - LtdMorrison Financial Group 142SIC Code 62,628NAICS Code 52,523Show more

Morrison Financial Group Org Chart

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James Morrison, President at Morrison Financial Group
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morrison Financial Group

<$5M
1-10
Private
-
1972
$5.4M
11-50
Private
-
2002
BL
Brandon LenhoffOwner and Agent
<$5M
1-10
Private
<$5M
2001
GC
Gregory CarnivaleOwner and President
<$5M
1-10
Private
<$5M
2000
CA
Christy AlbrechtExecutive Director
<$5M
1-10
Private
<$5M
2017
VM
Vivian McFaddenInterdepartmental Specialist
<$5M
1-10
Private
-
-
CW
Catherine WatkinsDirector, Operations & Compliance
<$5M
1-10
Private
-
-
KR
Kathryn RichardsonDirector, Operations
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Morrison Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Morrison Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Morrison Financial Group.

Morrison Financial Group Tech Stack

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Frequently Asked Questions Regarding Morrison Financial Group

What is Morrison Financial Group's official website?
Morrison Financial Group's official website is www.morrison-financial.com
What is Morrison Financial Group's Revenue?
Morrison Financial Group's revenue is <$5 Million
What is Morrison Financial Group's SIC code?
Morrison Financial Group's SIC: 62,628
What is Morrison Financial Group's NAICS code?
Morrison Financial Group's NAICS: 52,523
How many employees does Morrison Financial Group have?
Morrison Financial Group has 1-10 employees
What industry does Morrison Financial Group belong to?
Morrison Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Morrison Financial Group competition?
Morrison Financial Group top competitors include: Martin Wealth Solutions, Heritage Financial Advisory, Alliance Wealth Management Group, Lenhoff Financial Group
What technology does Morrison Financial Group use?
Some of the popular technologies that Morrison Financial Group uses are: WordPress.org, Flywheel, Microsoft 365, Fastly
How do I contact Morrison Financial Group?
Morrison Financial Group contact info: Phone number: (517) 278-5681 Website: www.morrison-financial.com
What does Morrison Financial Group do?

Morrison Financial Group specializes in simplifying complex financial planning for individuals and families aiming to achieve their ideal retirement. They offer a three-step process that includes discovering clients' retirement goals, evaluating their current financial situation, and providing custom strategies to meet those needs. The firm focuses... on creating financial plans that ensure long-term sustainability while managing market risks and tax efficiency. Their services are designed for clients seeking financial independence and strategies to optimize their retirement income.Read More

What are Morrison Financial Group social media links?
Morrison Financial Group Linkedin page Morrison Financial Group Facebook page
Is Morrison Financial Group a public company?
Morrison Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Morrison Financial Group

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