Marilyn L. Morrissey,  CFP<sup>&reg;</sup> - Financial Advisor

Marilyn L. Morrissey, CFP®

CPA,

Morrissey Financial

720 Center St
Oregon City, OR 97045-1949
FINANCIAL ADVISOR'S WEBSITE
(503) 657-3305

General

Marilyn Morrissey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morrissey Financial in Oregon City, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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