Anais Morris, Financial Services Professional with NYLIFE Securities LLC

Anais Morris, Financial Services Professional with NYLIFE Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

I offer 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 me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.
149 Stony Circle Suite #200
Santa Rosa, CA 95401
(707) 569-7109
My California Insurance license number is 4475059

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting th...
09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a...
09/04/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

What's the best piece of information about money you wish someone had shared with you after graduating from college or h...
09/02/2026

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
08/31/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

Come join me at the African Soul Festival in Rohnert Park for Community, Music and Great Food
08/29/2026

Come join me at the African Soul Festival in Rohnert Park for Community, Music and Great Food

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding th...
08/27/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/25/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
08/21/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4gtXwGv

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest su...
08/20/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it...
08/18/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/3SFbUUk

Address

149 Stony Point Road Ste 200
Santa Rosa, CA
95403

Opening Hours

Monday 9am - 2:30pm
Tuesday 9am - 2:30pm
Wednesday 9am - 2:30pm
Thursday 9am - 2:30pm
Friday 9am - 2:30pm

Telephone

+17079405491

Website

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