Description
The Murray Group at Morgan Stanley in Santa Maria, CA provides personalized financial consulting and wealth management services tailored to individual and family needs. They specialize in investment advice, retirement planning, estate strategies, and tax planning to help clients achieve their financial goals.
Visit WebsiteFrequently Asked Questions (FAQs)
The Murray Group - Morgan Stanley is located at 2005 S Broadway, Santa Maria, 93454.
You can contact The Murray Group - Morgan Stanley by calling +1-8059284311.
The Murray Group - Morgan Stanley is listed under the following categories: Financial consultant, Investment service .
The Murray Group - Morgan Stanley provides a range of services, including: Investment Advice, Retirement Planning, Estate Planning Strategies, Tax Planning Strategies, Family Wealth Management, Charitable Giving, Liability Management, Wealth Transfer Planning .
The Murray Group - Morgan Stanley specializes in: Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA), Chartered Financial Consultant (ChFC), Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU) .
The languages spoken at The Murray Group - Morgan Stanley include: English, Spanish, Chinese, Arabic, French, German, Italian, Japanese, Korean, Portuguese, Russian, Tagalog, Vietnamese .
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