Robby Morris

Robert ("Robby") Morris, CLU, CLTC

Why work with Robby Morris?

I am committed to providing individuals, families and businesses with insurance and financial products and services that meet their needs. I have chosen my life's work based on a real and honest desire to guide people through the complex - and often frustrating - world of insurance and financial products and services. I build my client relationships on confidentiality and trust; and I will always do what is right and in the best interest of my client. I provide added value by helping to ensure that the plans and solutions are implemented. I CARE ABOUT YOUR FUTURE!

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

If you would like to learn about me and the type of services that I provide, e-mail me or call (914)273-6301 for a complimentary CD, "Caring For Your Future". The CD will allow you to discover the strategic planning process and through the use of the interactive calculators, help you assess your own personal needs. Thank you for your interest.




Robert "Robby" Morris is agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of (NY, CT, NJ, MA, VA, FL, GA, CA, MD, VA). No insurance business may be conducted outside these state referenced.

Robert "Robby" Morris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (411 Theodore Fremd Ave., Rye, NY 10580, (914) 934-5500), Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of (NY, CT, NJ, CA, FL, GA). No offers may be made or accepted from any resident outside the specific state referenced.

"The Morris Group" DBA is not owned or operated by NYLIFE Securities LLC or its affiliates.

Newsletters

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Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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