Morrissey Wealth Management - North Haven, Connecticut

Morrissey Wealth Management, located at 116 Washington Ave 3rd floor, North Haven, CT 06473, is a reputable financial services company that has been serving clients for many years. The company specializes in a wide range of financial services, including financial planning, consulting, insurance, and investments. They are committed to providing their clients with personalized and comprehensive financial solutions tailored to their unique needs and goals.

The company's office is easily accessible, with a wheelchair accessible entrance, parking lot, and restroom. It is recommended to make appointments in advance to ensure the best possible service.

Morrissey Wealth Management has received excellent reviews from their clients, with an average rating of 5/5 on Google My Business. This testifies to their dedication to providing top-notch service and helping their clients achieve financial success.

Specialties:

• Financial planner
• Financial consultant
• Financial institution
• Insurance agency
• Insurance broker
• Investment company
• Investment service

Contacting Morrissey Wealth Management is easy. You can reach them by phone at 09867881, or visit their website at morrisseywealthmanagement.com for more information.

Why Choose Morrissey Wealth Management

Morrissey Wealth Management stands out from other financial services companies due to their personalized approach, extensive range of services, and commitment to helping their clients achieve their financial goals. With a team of experienced professionals and a proven track record of success, they are well-equipped to guide you through the complexities of financial planning and investment management.

Final Recommendation

If you are looking for a reliable and experienced financial services company to help you navigate your financial journey, look no further than Morrissey Wealth Management. With their exceptional service, expertise, and commitment to client satisfaction, they are the perfect partner for achieving your financial goals. We highly recommend contacting them today to schedule an appointment and learn more about how they can help you secure your financial future.

👍 Reviews of Morrissey Wealth Management

Steve D.

5/5

My wife and I took Ryan's retirement class in 2015, and we've been working with him ever since. His knowledge and simplistic approach to retirement planning was a BIG HELP for both of us. He laid out a retirement plan for us that was very detailed, thought out and achievable. We now meet with him regularly to review and manage our portfolio. His pleasant personality, family oriented approach, and knowledge of his business is unsurpassed. Ryan is very approachable, caring, and non-intimidating. He is open to any and all suggestions. He is very accessible and easy to reach, which gives us great peace of mind. Ryan's assistant Cheryl is an amazing asset too!!!

George C.

5/5

Signing up with Ryan at Morrissey Wealth Management to handle our retirement funds is the best thing my wife and I could have done for a secure financial future and the returns on our investments have exceeded our expectations over the last several years. Ryan and his staff are not only extremely knowledgeable and professional, but are also very personable and accommodating. Each visit to his office has provided us with the answers and direction needed to continue our happy retirement. The bottom line is that they care for their clients and I highly recommend MWM to all.

Marion C.

5/5

Morrissey Wealth Management has been managing my retirement portfolio for the past several years. Ryan takes the time to listen to my questions and concerns. His advice and expertise have been helpful as I navigate my finances in retirement. Both Ryan and Cheryl are personable and friendly people who clearly care about their clients. I would definitely recommend MWM.

Barbara L. B.

5/5

I have been a client of Morrissey Wealth Management since 2015 and am happy to say that I am always very pleased with Ryan’s level of service. He explains in simple detail how the market works and he does his homework with keeping track how the investment companies are performing and makes adjustments to ensure that I am getting a good return on my investments. I highly recommend Morrissey Wealth Management.

Andrew P.

5/5

Ryan is an excellent advisor who really cares about his clients. Whether you already retired or planning to, working with Ryan is one of the best decisions you can make. I’m glad I made the choice I did. It’s worked out well for me. Hopefully it will work out well for you too.

Patricia H.

5/5

We have worked with Ryan Morrissey for many years. He is personable, professional, and always available when we have a question. We have been pleased with his attentiveness to our savings, his knowledge and suggestions, and his integrity. Heartily Recommended—5 stars*!

Ellen C.

5/5

We have been clients of MWM for the past 8 years.
We were extremely unhappy with our experience with previous managers who gave us little attention and caused our portfolio to underperform. Since being with Ryan, our net worth has increased substantially despite market volatility.
Ryan is professional, trustworthy and straightforward. He sincerely appreciates his clients.
We would highly recommend MWM to anyone seeking a financial advisor.

B P.

5/5

Ryan Morrissey has provided guidance and support during the 12 years we have worked together. So glad I made the decision to trust him to help me meet my financial goals. I 100% recommend Ryan and his team.