Morell Financial

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3203 Armington Rd
Palmyra, NY 14522
+1 (315) 331-0100
https://www.morellfinancial.com

Morell Financial is an independent financial planning practice located in Palmyra, NY, serving clients in the beautiful Finger Lakes area near Rochester. With a focus on building strong relationships, their team of experienced advisors takes the time to understand each client's unique financial goals and concerns, providing tailored advice and guidance to help simplify managing finances and achieve greater peace of mind.

As a registered investment adviser and member of FINRA SIPC, Morell Financial offers a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. With a commitment to impartial advice and client-centric approach, they prioritize listening to clients' needs and providing effective solutions to help them make informed financial decisions.

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