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Steven B. Morris, CPA, CFP®, PFS

Steven B. Morris, CPA,CFP®,PFS

1770 Indian Trail Rd
Ste 370
Norcross, GA 30093
Phone: (770) 923-9999
Fax: (770) 923-8963

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.