If I can help a person, family, or business toward their financial dreams, it means something. Financial planning isn't just about numbers, it's about goals and security. ---- George W. Morris III
George takes financial planning seriously. He understands the importance of setting goals today to ensure a secure tomorrow. Whether it’s individual estate planning or implementing a business’ 401K plan, George prides himself on giving each client his undivided attention and expertise.
George is a Miami University of Ohio graduate with a bachelor’s degree in finance. In addition, he has earned the certification of CERTIFIED FINANCIAL PLANNER™. With well over twenty-three years of experience in the insurance/financial planning industry, he still enjoys the challenge of developing the appropriate solution for each of his clients.
George lives in Salem, Ohio, with his wife and two children. He enjoys his family and recognizes the need for his clients to provide secure futures of their own. Besides family and work, George absolutely loves a great round of golf and the Minnesota Vikings.
George W. Morris III, a person you can trust with your financial future.