At Morell Financial, we appreciate being able to work with our clients, and they become like family to us. We focus on getting to know each client so the advice we give truly works for them. Because we run an independent financial planning practice, we are able to provide unbiased advice.  

Although we provide expert advice and excellent service, we always respect the fact that it is your money and dreams. Therefore, priority one is to listen to what’s important to you, your concerns, and your hopes. We want to understand how you’ve made financial decisions and what you’re looking for from your financial advisor. From there, we’ll let you know if and how we can help you and begin to provide advice tailored specifically for you. We want you to feel comfortable to ask questions and ask them again, if needed, to be sure you’re comfortable taking each step.  

By working together, we can help you simplify managing your finances and do better financially while enjoying more peace of mind. We look forward to meeting you. Our office is located in Newark in the beautiful Finger Lakes area, near Rochester.

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