Morrow Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

4211 N Buffalo Rd Ste 3, Orchard Park, N...

Phone Number

(716) 655-2177

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
1
1
1
1

About Morrow Financial Services

Morrow Financial Services specializes in tailored wealth management, offering a range of financial services including retirement planning, investment strategies, estate planning, insurance, and tax assistance. The company prioritizes building long-term relationships with clients, focusing on understanding their individual goals and risk tolerance. With a commitment to ethics and integrity, Morrow Financial Services aims to guide clients through life's transitions while acting in their best interests. Their experienced team works collaboratively with clients to create personalized strategies that align with their financial aspirations.Explore more
Morrow Financial Services's Social MediaPopular SearchesMorrow Financial ServicesMorrow Financial LLCMorrow FinancialMorrow Financial Services IncMorrow Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Morrow Financial Services Org Chart

PhoneEmail
CM
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Owner and President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morrow Financial Services

<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
11-50
Private
-
2010
Laura Green, Chief Operating Officer at Financial Firm
Laura GreenChief Operating Officer
<$5M
11-50
Private
-
1996
N/A
<$5M
1-10
Private
-
-
JC
June ChowLpl Financial Advisor
<$5M
1-10
Private
-
2001
LD
Laura DuBayBenefits Coordinator & Licensed Agent
<$5M
1-10
Private
-
2017
KS
Kevin SmithPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Morrow Financial Services Tech Stack

A closer look at the technologies used by Morrow Financial Services

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Frequently Asked Questions Regarding Morrow Financial Services

What is Morrow Financial Services's official website?
Morrow Financial Services's official website is www.morrowfinancial.com
What is Morrow Financial Services's Revenue?
Morrow Financial Services's revenue is <$5 Million
What is Morrow Financial Services's SIC code?
Morrow Financial Services's SIC: 62,628
What is Morrow Financial Services's NAICS code?
Morrow Financial Services's NAICS: 52,523
How many employees does Morrow Financial Services have?
Morrow Financial Services has 1-10 employees
What industry does Morrow Financial Services belong to?
Morrow Financial Services is in the industry of: Finance, Securities Trading
What is Morrow Financial Services competition?
Morrow Financial Services top competitors include: Merchant Financial Services, Cobblestone Financial Services, Focused Financial Planning, Financial Firm
What technology does Morrow Financial Services use?
Some of the popular technologies that Morrow Financial Services uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Morrow Financial Services?
Morrow Financial Services contact info: Phone number: (716) 655-2177 Website: www.morrowfinancial.com
What does Morrow Financial Services do?

Morrow Financial Services specializes in tailored wealth management, offering a range of financial services including retirement planning, investment strategies, estate planning, insurance, and tax assistance. The company prioritizes building long-term relationships with clients, focusing on understanding their individual goals and risk tolerance.... With a commitment to ethics and integrity, Morrow Financial Services aims to guide clients through life's transitions while acting in their best interests. Their experienced team works collaboratively with clients to create personalized strategies that align with their financial aspirations.Read More

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

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