Morrissey Wealth Management Services

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

381 Mansfield Ave Ste 400, Pittsburgh, P...

Phone Number

(724) 683-3450

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Morrissey Wealth Management Services

Morrissey Wealth Management Services, located in Pittsburgh, PA, specializes in wealth management, estate planning, and premium financing. The company aims to provide tailored financial advice to individuals and business owners, helping them preserve, grow, and transfer their wealth according to their personal goals. With a disciplined and structured approach, Morrissey Wealth Management develops customized planning strategies to address the unique needs of each client. Their mission is to ensure that clients' hard-earned wealth is effectively managed and distributed in alignment with their overall planning objectives.Explore more
Popular SearchesMorrissey Wealth Management ServicesMorrissey WealthMorrissey Wealth Management Services LLCSIC Code 62,628NAICS Code 52,523Show more

Morrissey Wealth Management Services Org Chart

PhoneEmail
Edward Morrissey, President & Private Wealth Advisor at Morrissey Wealth Management Services
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President & Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morrissey Wealth Manageme...

<$5M
1-10
Private
-
2010
Edward Morrissey, President & Private Wealth Advisor at Morrissey Wealth Management Services
Edward MorrisseyPresident & Private Wealth Advisor
<$5M
1-10
Private
-
1984
KP
Kathryn PfeltzChief Operating Offier
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
11-50
Private
-
-
KB
Kevin BeaudoinSenior Financial Advisor & Partner
<$5M
1-10
Private
-
2013
DN
Darren NorthamFinancial Consultant
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
1979
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Morrissey Wealth Management Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Morrissey Wealth Management Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Morrissey Wealth Management Services.

Morrissey Wealth Management Services Tech Stack

A closer look at the technologies used by Morrissey Wealth Management Services

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Frequently Asked Questions Regarding Morrissey Wealth Management Services

What is Morrissey Wealth Management Services's official website?
Morrissey Wealth Management Services's official website is www.morrisseywealth.com
What is Morrissey Wealth Management Services's Revenue?
Morrissey Wealth Management Services's revenue is <$5 Million
What is Morrissey Wealth Management Services's SIC code?
Morrissey Wealth Management Services's SIC: 62,628
What is Morrissey Wealth Management Services's NAICS code?
Morrissey Wealth Management Services's NAICS: 52,523
How many employees does Morrissey Wealth Management Services have?
Morrissey Wealth Management Services has 1-10 employees
What industry does Morrissey Wealth Management Services belong to?
Morrissey Wealth Management Services is in the industry of: Finance, Securities Trading
What is Morrissey Wealth Management Services competition?
Morrissey Wealth Management Services top competitors include: Fischer Financial Group, EPG Services, Cape Cod Wealth Strategies & Insurance Services, Clay Northam Wealth Management
What technology does Morrissey Wealth Management Services use?
Some of the popular technologies that Morrissey Wealth Management Services uses are: Google Font API, Google Tag Manager, Google Global Site Tag, BlueHost
How do I contact Morrissey Wealth Management Services?
Morrissey Wealth Management Services contact info: Phone number: (724) 683-3450 Website: www.morrisseywealth.com
What does Morrissey Wealth Management Services do?

Morrissey Wealth Management Services, located in Pittsburgh, PA, specializes in wealth management, estate planning, and premium financing. The company aims to provide tailored financial advice to individuals and business owners, helping them preserve, grow, and transfer their wealth according to their personal goals. With a disciplined and structur... ed approach, Morrissey Wealth Management develops customized planning strategies to address the unique needs of each client. Their mission is to ensure that clients' hard-earned wealth is effectively managed and distributed in alignment with their overall planning objectives.Read More

Is Morrissey Wealth Management Services a public company?
Morrissey Wealth Management Services is private company therefore does not currently have an official ticker symbol
See more information about Morrissey Wealth Management Services

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