Morris Financial INC

Morris Financial INC Providing quality financial strategies, and offers insurance and financial services. Neither Morris Financial Inc. AR ins lic #3134823.

Wes Morris offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact him to help you fully analyze your needs and recommend appropriate solutions. Wes Morris is an Agent licensed to sell insurance through New York

Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Wes Morris is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Morris Financial Inc. 1339 Moreland Drive Kingsport TN 37663.
423-239-8588

Morris Financial Inc. is not owned or operated by New York Life Insurance Company or any of its affiliates. nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions. Wes Morris is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
06/16/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/13/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
06/11/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs ...
06/09/2026

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

Loosen your budget by saying goodbye to these purchases

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/06/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
06/04/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
06/02/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
05/30/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
05/28/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

Address

1339 Moreland Drive
Kingsport, TN
37663

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14232398588

Website

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