Roy D. Morris, RICP

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Roy D. Morris, RICP Simplified, Sophisticated Stewardship. RICP®-certified. Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser.

A financial planner and investment advisor helping people optimize wealth, maximize pensions (including ASRS), and navigate life’s unexpected curveballs with confidence since 2010. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Morris Financial, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies. Please see website www.roymorrisfinancial.com for full disclosures. Check the background of this investment professional on https://brokercheck.finra.org/individual/summary/5748362

How literate are you when it comes to your finances? Brush up with these five basics.
09/30/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Saving for college doesn’t have to be as complicated as college itself.
09/29/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
09/28/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
09/27/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

The savings rate is the government’s estimate of how much U.S. households are saving.
09/26/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

The beans brewed for your morning coffee may have changed hands many times.
09/25/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
09/24/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Never get stuck with the check again after watching this.
09/23/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

What actually happens when the U.S. government shuts down?
09/22/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
09/21/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Address

12090 N Thornydale Road, Ste 110 PMB 464
Marana, AZ
85658

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15205125950

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