Broker Check

Team

At RocMor Financial Services, I believe my approach adds a broader perspective to all I do and provides increased benefits to my clients.

I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

I also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

I have helped many people just like you with similar issues and concerns.  I can help you create an approach that is designed to address your individual situation.

 

Barry D Morris

CFP®, CPA

973-936-9388

973-292-2788

morrisb2@hdvest.net

As a CERTIFIED FINANCIAL PLANNER™ professional and a CPA, I have been working with individuals and businesses in this area for a number of years. I am licensed to sell investment and insurance products.I believe in helping you assess...
Read more

Carole Circelli

Client Relationship Manager

973-936-9388

973-267-5021

carole@rocmorfinancial.com

Carole has been working as a Client Services Manager for the past ten years. Her focus is providing clients with the most attentive and respectful service, while performing administrative assistance. She graduated Magna Cum Laude from...
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!