“Jeff is highly knowledgeable in this field. He offers 2nd opinion of your current investments and gives you the best options he has for you. Highly recommend doing a consultation with him!”
“Excellent service, God put them in my path at the exact moment and thanks to them the same day I applied for my work permit for the glory of God and their excellent work they approved me ? it's something not to believe but it's true, don't have doubts in their work, a lot of trust in them and in God ?? thank you Doctor Diana for helping me you are a blessing”
8:30AM - 5PM
10015 Gallant Ln, Tampa
Financial Advising
“My wife and I have been a client with Sandy Morris Financial for over 10 years and they have managed our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.”
“This year we were concerned as to how much we would owe (we pay every year). My wife and I couldn’t have been happier with the such small amount of taxes we had to pay. Thank you Brian and team.”