Morris Financial - Northwestern Mutual - Aventura, Florida

Address: 19950 W Country Club Dr #802, Aventura, FL 33180.
Phone: 54053617.
Website: northwesternmutual.com
Specialties: Financial planner, Income protection insurance agency, Insurance broker, Life insurance agency.
Other points of interest: Identifies as Latino-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Morris Financial - Northwestern Mutual

☎️54053617

⏰ Open Hours of Morris Financial - Northwestern Mutual

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Overview of Morris Financial - Northwestern Mutual

Located at Address: 19950 W Country Club Dr #802, Aventura, FL 33180, Morris Financial - Northwestern Mutual stands out as a beacon of financial expertise and personal service, especially for those seeking a Latino-owned financial advisor. With a telephone number 54053617, clients can easily reach out for personalized financial guidance. Their online presence is robust, offering a website northwesternmutual.com that provides valuable insights into their services and offerings.

Key Features and Services

Morris Financial specializes in offering a broad spectrum of financial services, ensuring a comprehensive approach to managing and growing your wealth. Their specialties include:

- Financial Planning: Crafting tailored plans based on your unique financial goals and circumstances.
- Income Protection Insurance Agency: Providing coverage to safeguard your income against unexpected events.
- Insurance Broker: Offering a wide range of insurance products to meet various needs.
- Life Insurance Agency: Specializing in life insurance solutions to secure your future and that of your loved ones.

Additional points of interest make Morris Financial a welcoming and inclusive space. They offer online appointments, ensuring flexibility in scheduling. Their commitment to accessibility is evident with a wheelchair accessible entrance, parking lot, and restroom, making their services available to everyone. Every visit is enhanced by their friendly and professional environment, which is LGBTQ+ friendly, fostering a safe and respectful space for all clients.

Information for Potential Clients

For those considering reaching out to Morris Financial, here are some essential points to keep in mind:

- Appointment Requirement: An appointment is necessary to ensure personalized attention.
- Appointments Recommended: While walk-ins are possible, scheduling a time ahead of your visit can make the most of your consultation.
- Online Review Highlight: With 15 reviews on Google My Business, Morris Financial has built a reputation for exceptional service, reflected in an impressive average opinion of 4.7/5.

Clients often praise the experience at Morris Financial, noting the comfort, honesty, and transparency of conversations. The team's ability to clarify both business and personal financial situations, coupled with their professional yet friendly demeanor, sets them apart in an industry that can sometimes feel impersonal.

Recommendation to Connect

Given the positive feedback and the wide range of services offered, anyone in need of expert financial guidance would benefit greatly from connecting with Morris Financial. Their website northwesternmutual.com is a great starting point for learning more about their offerings and how they can assist you in achieving your financial objectives. Whether you're seeking to plan for retirement, protect your income, or secure life insurance, Morris Financial - Northwestern Mutual, with its Latino-owned identity and inclusive approach, is well-positioned to provide the personalized care you deserve. Don't miss the opportunity to schedule your appointment and experience the difference firsthand. Contact them today to take the next step towards a more secure financial future.

👍 Reviews of Morris Financial - Northwestern Mutual

Morris Financial - Northwestern Mutual - Aventura, Florida

Amit F.

5/5

I have never had such a comfortable, honest and transparent conversation with a consultant before. Morris have helped me clarify my financial situation, in business and personal, and guided me with honest suggestions for the future. Besides being professional and knowledgeable, Morris as a person is pleasant and friendly, and my overall experience has been off the charts. Definitely rare in today’s industry. Thank you Morris, for everything!

Michelle P.

5/5

I'm so happy with Morris' services.
I started with my Financial planning back in 2019 with Morris. I started a Roth IRA and got life insurance. My savings have growth and I feel protected. He helped me installed a Short Term Disability insurance for my company at the beginning of 2023, it was so relieving and helpful to receive the benefits of the disability insurance when I went on maternity leave. I'm so happy I have someone to trust with the complicated decisions of finances. He is trustworthy, patient and kind.
Thank you Morris!

josh B.

5/5

Morris has been an excellent advisor. My wife and I have been going to Morris for a few years. He has helped us obtain the proper disability and life insurance policies. He has also guided us to opening investment accounts that have had great returns. Morris has also be available to discuss general financial questions and provide sound guidance. We would highly recommend!

Patricia C.

5/5

Morris helped my husband and I shop for and purchase term life insurance. Morris is very knowledgeable and was easy to work with. He was patient and took time to get to know us and our goals and guide us through our options. In the end, he found us a great product that we are very happy with. We were so happy with Morris that we also spoke to him about group short term and long term disability for our company. We ended up purchasing both short term and long term policies as a company benefit to our staff. We are so thankful for Morris because a year later, we actually had an employee take medical leave after a serious surgery and it allowed us to take care of our employee in their time of need without crippling our business. I highly recommend Morris.

Viri C.

5/5

Morris is an excellent & knowledgeable professional - he came into our business in a time where we had nothing in place & he completely built a financial plan, protection and strategy for our business. We feel happy knowing we are in great hands. 100% recommend.

Simcha

5/5

My family and I have been purchasing all of our insurance products from Morris for years now and we couldn't be happier. He is very knowledge and before answering a question out of his area of expertise, he looks into it thoroughly and consults with other experts. We have had nothing but positive experiences form him and continue to use him and refer his services to anyone who needs it.

As someone who worked in insurance/investments, I know firsthand how complicated it can be - and despite the tens of agents I know and worked with while in the industry, I couldn't think of anyone better to trust my finances with than Morris.

Ari L.

5/5

Morris has helped give us financial peace of mind. He took the time to really understand what we were looking for and worked with us to build a plan to cover our bases. He showed us how our plan would unfold and how certain accounts grow with time. I wish I knew how valuable cash value life insurance is; I would have invested in one likely before buying a house if I knew the equity it held plus other benefits over time, and knowing how our child policies cover our future family and grandkids. Morris is low pressure, respectful, knowledgeable and really has made us feel comfortable over the past few years and has even become a close family friend. Anyone who meets with him is lucky to have him! Thank you Morris!

Dr. N. L.

5/5

I trust Morris with all my financial planning and accounts. He is sharp, dedicated and trustworthy. He takes the time to clearly explain and lay out everything and set a plan according to your terms. His recommendations are invaluable. I highly recommend him to everyone I know.