Jeff Morris

ChFC®

CPA Allies ℠

Atlanta, GA 30328

286120

Virtual Advisement

Both

Financial Advisor Specialties

Comprehensive Financial Planning, Insurance (Life, Disability, LTC, P&C), Retirement Income Planning

About My Practice

CPA Allies is an independent Registered Investment Advisor (RIA) based in Atlanta, Georgia. We specialize in addressing the financial planning, risk management, and investment management needs of female business owners, professionals, and entrepreneurs.