William G. Morrison, ChFC®

William G. Morrison, ChFC®

Managing Partner, ChFC®, Investment Advisor Rep.

Phone: (928) 774-0695
Fax: (928) 774-7482

Financial & Investment Advisement - Bill focuses his practice on Estate Analysis, Estate Liquidity Planning, Business Continuation Planning, Retirement Planning and Income Strategies, Life Insurance Planning, and Employee Benefits. He also has extentive experience in 401k and Retirement Plan design.

Bill has been serving the Northern Arizona Region for over 20 years and has had the opportunity to establish relationships with many locally owned businesses, physicians, and families. His knowledge and professionalism have made him a leader in his field.

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