Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Oregon > Oregon City > Marilyn L. Morrissey, CPA, CFP®
Find the Certified Financial Planner™
Who's right for you.

Marilyn L. Morrissey, CPA, CFP®

Morrissey Wealthcare Group LLC

720 Center St
Oregon City, OR 97045-1949
Phone: (503) 657-3305
Fax: (503) 657-3472

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Cross-border Planning
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Succession Planning
  • Personal Taxes

 

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.