Email
marilyn@morrisseyfp.com
Phone
Disclaimer

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

The Avantax Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: AZ, FL, NC, OR, TX, WA.

720 Center St
Oregon City, OR 97045
United States

First Name
Marilyn
Last Name
Morrissey
Fax
503-657-3472
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.