About MORRISSEY FINANCIAL

Our Aim is to provide strategic wealth and tax planning that is right for you and your family. Simply put, we strive to be our client’s trusted advisor.

As a firm, our focus is to understand your goals and develop a plan to help you reach them. We will meet with you to present an analysis and discuss our recommendations.

We believe a focused planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to address your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

Our Approach
We focus on long term relationships.
We listen to your concerns.
We offer advice and solutions to meet your needs.

What are your burning questions?

 

Do I have enough to meet my future goals and dreams?

Have I considered the tax ramifications of my actions; is there a better way?

How can I increase cash flow and be more profitable in my business?

 

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Meet Our Small but Mighty Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Posts

Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...