
Cody M. Morris CFP®email
uFinancial Group
100 Sterling Parkway, Suite 307
Mechanicsburg, PA 17050
Mechanicsburg, PA 17050
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education
Lehigh University (2006-2010), The Pennsylvania State University (2010-2012)
Hobbies
Hiking, Crossfit, Golf, Snowboarding
Languages: English
Credentials: CFP®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, LGBTQ, Military, Retirement Strategies, Financial Planning, Student Loan Refinancing
Check the background of this investment professional on FINRA's BrokerCheck