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Daniel P. Morrissey, CFP®

Morrissey & Associates a Financial Advisory Practice of Ameriprise

1536 Cornwall Rd
Lebanon, PA 17042-7403
Phone: (717) 270-6937
Fax: (717) 270-8893

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

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