Financial Planning

Ameriprise Advisors

Mr. Julian B. Morris. CFS, CRPC
859 Willard St., Ste 300
Quincy, MA 02169
Phone: 617-691-2133
Email: Julian Morris

About
I work with my clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. I can also provide special benefits and services available to our best clients through a service I offer called Gold Financial Services.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve peace of mind. I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct certain business in CO, FL, NH, NJ, NY, OH.