My husband and I have been using Sandy’s firm since before we retired a few years ago. Their methods work! And they are a fun bunch to work with. They have done well for us despite the economic downfall the past couple of years. Highly recommend!
October 2019
Have found Sandy to be very helpful providing guides as to how to manage our assets. She also saved us a considerable amount of income taxes.
October 2019
Mark McLean, Tamp Airport Transportation Co.I highly recommend Sandy because I have been dealing with her for the past 8 years.She has been true to her Words, Very Knowledgeable of what she does ,and alsways put you exactly where you need to be so things works best for you.I suggest you Check her out.
About Sandy Morris Financial & Estate Planning Services LLC.
At Sandy Morris Financial & Estate Planning Services, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
