Levi Morrissey- Financial Advisor - Financial Architects

Levi Morrissey- Financial Advisor - Financial Architects Empowering individuals and businesses to create specific and relevant financial strategies to optimize and safeguard their wealth potential.

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can...
05/12/2026

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can address financial concerns that many Americans have.

Whole life insurance is widely misunderstood but offers coverage that lasts a lifetime and rates that won’t increase

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your lon...
05/08/2026

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

A diverse portfolio can be more than stocks and bonds.

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insuran...
05/07/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

Does a term life insurance policy that can be converted to permanent life insurance as your protection needs change make...
05/06/2026

Does a term life insurance policy that can be converted to permanent life insurance as your protection needs change make sense for you and your loved ones?

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are findi...
05/05/2026

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are finding that their money doesn’t go nearly as far as they expected. The six figure success story is changing — fast.

Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

The sooner you begin investing, the longer your money can work for you.
05/01/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Starting out in your career? These tips can help you figure out how to manage your finances
04/30/2026

Starting out in your career? These tips can help you figure out how to manage your finances

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

A home warranty may make sense, but you need to set proper expectations.
04/29/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional c...
04/28/2026

If your finances have you feeling stressed, these smart money practices can help increase your financial and emotional confidence.

These eight strategies can help you confidently decrease your financial stress and boost your well-being

A strategy that can help your retirement go a long way.
04/24/2026

A strategy that can help your retirement go a long way.

Address

1313 N Court
Ottumwa, IA
52501

Opening Hours

Monday 8:30am - 4am
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+16419384829

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