That's how I feel about my business and I would love an opportunity to become your trusted Financial Advisor. After 19 years in this industry, I have carefully chosen to be an Independent Financial Advisor in order to more completely serve my clients and community here in Erie County. I have the freedom to offer unbiased advice and a vast array of financial products and services.
My mission is to work closely with my clients to create a comprehensive wealth management plan tailored specifically for them, and then continue to serve their investment needs as they change throughout their lifetime. I'm confident I have the superior experience and resources through my team, B. Riley Wealth Management, Inc. and I'm excited to share them with you.
My mission is to work closely with my clients to create a comprehensive wealth management plan tailored specifically for them, and then continue to serve their investment needs as they change throughout their lifetime. I'm confident I have the superior experience and resources through my team, B. Riley Wealth Management, Inc. and I'm excited to share them with you.
Services
Alison Morris has been providing comprehensive wealth management services and customized investment advice as a Financial Advisor for more than 16 years. With B. Riley Wealth Management, Inc., Alison is able to serve her clients' financial needs with customized solutions and personal, responsive customer service.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. A SEP IRA is a type of plan under which the employer contributes (up to a certain limit) to an employee's IRA.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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