MORRISSEY FINANCIAL

CONNECT

Address:

720 Center St
Oregon City, OR 97045

Phone:

503 657-3305

Fax/Other:

503 657-3472

About Marilyn Morrissey


Marilyn Morrisey, CPA, CFP®

720 Center Street
Oregon City, OR 97045

Phone: (503) 657-1526
Fax: (503) 657-3472
Email
marilyn@morrisseyfp.com
 

As an accountant and CERTIFIED FINANCIAL PLANNER™ practitioner, Marilyn Morrissey CPA, CFP® has more than 40 years of finance, accounting and tax experience. Her alignment with 1st Global in 2004 allows her to offer a broader range of wealth management services to the individual clients and businesses she serves   from her Oregon City, OR, office. Through her affiliation with 1st Global, Marilyn assists clients in keeping their financial goals and plans on track.

Marilyn Morrissey, CPA, CFP®, is the principal and founder of Morrissey Financial, a single-source      provider of comprehensive integrated business and financial services to business owners. The company based in Oregon City, Oregon provides planning, sound authoritative advice and excellent service to its clients.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 12750 Merit Dr. Suite 1200  Dallas, Texas 75251; (214) 294-5000. Additional information about 1st Global is available via the Internet at www.1stGlobal.com.

1st Global was founded by CPAs on the belief that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. Each affiliated firm is provided with education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

For more than 25 years, 1st Global has been a leading growth consultant for market-dominating CPA and wealth management firms that seek to be the preeminent providers of high benefit services to their most valued clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck