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8:30AM - 5PM
10015 Gallant Ln, Tampa
Investing
“My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.”
“First time member and was very pleased with my visit. I was helped immediately after checking in for my appointment. All my questions, comments, and concerns were answered accordingly. I was very pleased with the service and overall quality of the visit.”
“Today I opened an account for the first time, and I did it in this bank, I had my doubts and fears, since reading the reviews scared me a little, but an agent named Mari Carrera helped me, what a nice person and patience to explain things, the truth is, the doubts overwhelmed me and I didn't know what to choose, she guided me step by step, gave me options and showed me which ones would be best for my case, I wasn't dressed very formally, so to speak, but nevertheless She didn't treat me differently because of that, on the contrary I felt very comfortable, she even came up with another option that she gave me and helps me with my credit account. I am a difficult person when I am not sure about something and believe me with the treatment she gave me and the dedication was unique, if you have to go ask that Mari Carrera attend to you and you will see that I am not lying.”
Investing
Investing
Investing
Investing
“We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!”