Why work with Robby Morris? I am committed to providing individuals, families and businesses with insurance and financial products and services that meet their needs. I have chosen my life's work based on a real and honest desire to guide people through the complex - and often frustrating - world of insurance and financial products and services.
I build my client relationships on confidentiality and trust; and I will always do what is right and in the best interest of my client. I provide added value by helping to ensure that the plans and solutions are implemented. As with most other things in life, the key to achieving your long-term financial objectives is planning.
I build my client relationships on confidentiality and trust; and I will always do what is right and in the best interest of my client. I provide added value by helping to ensure that the plans and solutions are implemented. As with most other things in life, the key to achieving your long-term financial objectives is planning.
Services
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact. Robby Morris is agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of (NY, CT, NJ, FL, CA (CA Ins Lic# 0B58685), MD, VA).
We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Since 1985, Robby Morris, Principal of The Morris Group in Armonk, New York, has been helping high-net-worth individuals, successful professionals, and retirees with personal and business insurance, retirement funding and estate conservation.
Focusing on assisting clients to develop and implement long-term financial and insurance strategies, he uses his skill and experience by recommending the appropriate product, supported by timely, accurate information and friendly, responsive service.Robby has assisted many corporations and small businesses in developing quality benefit programs for their employees.
Focusing on assisting clients to develop and implement long-term financial and insurance strategies, he uses his skill and experience by recommending the appropriate product, supported by timely, accurate information and friendly, responsive service.Robby has assisted many corporations and small businesses in developing quality benefit programs for their employees.
Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans and withdrawals can be used to help you supplement your retirement income. This cash value can also be accessed and used for other major life events and can play an important part in estate, business succession, or charitable giving plans.*
We have access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.
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