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Bruce Morrison, Cfp profile image

Bruce Morrison, Cfp

Owner at Money Concepts Financial Planning Centre
Intro Book
Seasoned financial planner with 35+ years of experience in financial planning, tax preparation, and wealth management.
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Location
Amherst, New Hampshire, United States, US
Languages
  • Portuguese -
  • Spanish -
Skills
  • Financial Planners
  • Financial Advisory
  • Financial Planning
  • Insurance
  • Securities
  • Show all
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Bio

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Bruce Morrison, CFP, is a seasoned financial professional with over 35 years of experience in financial planning, tax preparation, and wealth management. He is the owner of Money Concepts Financial Planning Center in Amherst, NH, and has expertise in retirement planning, securities, and insurance. With a strong educational background from Southern New Hampshire University, Bruce has built a reputation for providing personalized financial guidance to individuals and families. His extensive experience has equipped him with the skills to navigate complex financial situations and offer tailored solutions.

Experience

  • Money Concepts Financial Planning Centre
    • Owner
      • Jan 1989 - Present

      Owner of the Money Concepts Financial Planning Center in Amherst, NH. Regional Director for Money Concepts International/ Northeast Atlantic.Services for all your Retirement and Financial Planning needs.All Securities Through Money Concepts Capital Corp., Member FINRA/SIPC, Not FDIC or NCUA Insured, May Lose Value, No Bank or Credit Union Guarantee" 11440 N Jog Road, Palm Beach Gardens, FL 33418 TEL:561-472-2000Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service orproduct, or to provide investment, tax or any other advice.This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for itsContent. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC© 1979-2010 Money Concepts International Inc.

  • CTS Financial Service, INC
    • Owner
      • Jan 1986 - Present

      Tax Preparation in Amherst NH

Education

  • 1987 - 1990
    Southern New Hampshire University
    Information Systems

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Industry Focus. “Financial Services”

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