Sandy Morris Financial and Estate Planning Services Revenue
Financial Services • 
Oldsmar, Florida, United States • 11-20 Employees
Sandy Morris Financial and Estate Planning Services revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Key Contacts at Sandy Morris Financial and Estate Planning Services
Jessica Quaid
Director Of Operations
Michelle Urena
Director Of Advisor Marketing & Operations
Lawrence Livingston
Director Of Operations
Company overview
| Headquarters | Wilsky Professional Park, 10015 Gallant Lane, Tampa, FL 33625, US |
| Phone number | +18005895534 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Estate Planning, Money Management, Wealth Strategies, Brokerage Accounts, 8% Income For Life, Hybrid-Index Annuities, Tampa Financial Planning, Investments And Wealth |
| Founded | 2000 |
| Employees | 11-20 |
Sandy Morris Financial and Estate Planning Services Email Formats
Sandy Morris Financial and Estate Planning Services uses 1 email format. The most common is {first initial} (e.g., j@sandymorrisfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sandymorrisfinancial.com | 100% |
About Sandy Morris Financial and Estate Planning Services
Sandy Morris Financial Services is a full service financial advisory firm with over 1,000 clients in the Tampa area alone. The company takes a comprehensive approach to retirement planning and can help give you the security and flexibility you need to develop a custom retirement portfolio. This in-depth knowledge and over 12 years of experience in investment management, retirement planning, tax planning, estate planning and family financial planning, including long term care solutions, will provide the diversity you need in realizing the retirement of your dreams. Sandy Morris Financial will meet and work closely with you to evaluate your current financial health, set your retirement goals, strategize on how to assist you in achieving your goals and walk you through every step of the implementation process.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sandy Morris Financial and Estate Planning Services has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Sandy Morris Financial and Estate Planning Services has never raised funding before.
Sandy Morris Financial and Estate Planning Services Tech Stack
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