Morrison Financial Group

Morrison Financial Group Investment advisory products and services made available through
AE Wealth Management, LLC (AEWM),
a Registered Investment Adviser.

Morrison Financial Group’s mission is to help people reach their financial goals and achieve their dreams. Our aim is to help provide financial clarity at retirement; and to help ensure the most efficient and effective passing of assets from one generation to the next. At Morrison Financial Group, we believe that we are able to communicate to our clients in terms that make it easy to understand th

e complex issues most people face today when it comes to their money such as taxes, inflation, wealth transfers and much more. Whatever your financial goals or needs may be, Morrison Financial Group is ready, eager and willing to help you in every way possible. Insurance products are offered through the insurance business Morrison Financial Group. Morrison Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Morrison Financial Group are not subject to investment
Advisor requirements. 2516720 - 07/24

06/02/2026

Playing darts blindfolded is risky – and so is investing without knowing where you're aiming. Our new guide helps you sharpen your aim to get closer to your financial targets. Download now.

05/27/2026

The average American holds 12 jobs in a 40-year career — and they often leave employer-sponsored retirement plans behind when they leave. Download our guide to learn why it might be time to track down those plans and start putting the money to work for your retirement.

05/20/2026

Identity theft is a major headache to overcome — and it can't always be prevented. But you can get in front of it early by keeping an eye on your credit report. Download our guide to find out how to get your free copy every year.

05/13/2026

What undone financial tasks are lingering in your brain? They could be causing you unnecessary stress. Get our latest report and discover what financial tasks to tackle — and free up mental real estate to think about more interesting things this spring.

05/06/2026

It's time to spring clean your home — but when was the last time you got your financial house in order? In our latest report, we look at some of the ways you can organize your finances, clean up lingering money issues and take charge of your money.

04/30/2026

New research challenges old ideas of retirement.

04/23/2026

What is the point of retirement?

04/16/2026

Data shows retirement rarely follows a steady path.

04/15/2026
04/09/2026

Retirement is for living, not just saving.

Address

163 E Chicago Road
Coldwater, MI
49036

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+5172785681

Website

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