Daniel Morozov : Financial Advisor at Mutual of Omaha

Daniel Morozov : Financial Advisor at Mutual of Omaha If interested in discussing your insurance needs, book an appointment with me today!

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05/20/2026

Three numbers. Real clarity.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

Big thank you to Little Hands Virginia for having us out last week. It was great being able to give back to the communit...
05/11/2026

Big thank you to Little Hands Virginia for having us out last week. It was great being able to give back to the community and spend the day volunteering alongside an awesome group of coworkers. Grateful we had the opportunity to be part of it.

03/25/2026

Feeling behind doesn’t always mean you are.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

03/11/2026

Investing doesn’t need to be complicated. A simple plan, done in the right order, goes a long way.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

03/04/2026

Waiting to feel “ready” is one of the biggest reasons people never start.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

02/04/2026

The best IRA isn’t universal. It’s personal.





Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

01/28/2026

Don’t Start Over - Convert What You Already Have.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC.All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

01/21/2026

Leaving a job? Your 401(k) decision matters more than you think.





Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

01/14/2026

Roth vs Traditional 401k: the decision most people make without thinking





Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

01/07/2026

People overthink investing but ignore the simplest win.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

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4870 Sadler Road Ste 105
Glen Allen, VA
23060

Telephone

(804)2494844

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