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Morell Financial

Office (by appointment only):

3203 Armington Road

Palmyra, NY 14522

Mailing Address:

PO Box 606

Newark, NY 14513

Phone: (315) 331-0100

Email: [email protected]

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, MT, NC, NJ, NY, SC, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Copyright © 2023

Morell Financial 3203 Armington Road, Palmyra, NY 14522 | P315.331.0100 | F315.331.0103