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Success comes in many colors. But at the end of the day true success is accomplishing those goals which are most important to YOU. Whether you know exactly what you want from life or whether you are still searching, we can help you find success through our time tested C.O.P.E. process. By crystallizing your objectives, organizing your resources, planning your objectives and executing your plan, you will optimize your opportunities for success. Give yourself your best opportunity to realize your dreams. Take time to plan. We will achieve success when we enable your success.

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Roger H Morris, CLU®, ChFC® is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License No.0594623), MT, NV & TX. No insurance business may be conducted outside these states referenced.
 
Roger H Morris, CLU®, ChFC®, ia a member agent of the Nautilus Group, a service of New York Life Insurance Company.
 
Roger H Morris, CLU®, ChFC® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Roger H Morris, CLU®, ChFC® is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in CA.
 
Jasmita "Jessie" Patel, CLU®, LUTCF is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License No.0F29979), CT, GA, TX & UT. No insurance business may be conducted outside these states referenced. 
 
Jasmita "Jessie" Patel, CLU®, LUTCF  CLU®, LUTCF®  is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ and CA. No offers may be made or accepted from any resident outside the specific states referenced.
 
Marcos "Marc" Viana is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA (CA Insurance License No.0F84886). No insurance business may be conducted outside the state referenced.  

 R H Morris Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

 
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