We work with individuals and families by providing financial advice and investment management tailored to reduce concern and confusion about their futures so, they can worry less and enjoy life more.
We do our best work with with:
• Investors age 40 years or older • Disciplined savers with investments over $300,000 • Individuals who value an experience advisor to help navigate their financial futures.
If you’re interested in a personal conversation to learn how our financial planning process can help you, let’s schedule a time to talk. We’ll spend 15-20 minutes talking about what’s on your mind, discussing your present financial situation and needs, and exploring your vision of your future.
We offer a variety of services, so understanding your present circumstances is important. Prior to confirming the scheduling of your consultation, you will be asked to answer a few short questions designed to help us prepare for our first conversation. Please answer the questions below and then we’ll get started.
Murray Financial Services is your trusted financial planner in Chico, CA. No matter how you contact us, our goal is to get to know you and your financial goals, then help you navigate your financial journey towards your goals.
We typically schedule meetings Tuesday through Thursday from 9:00am to 4:00pm and on Friday between 9:00am and 1:00pm. You may schedule an in-person appointment at our office, or you may schedule an appointment via phone or video conference.
If you are unable to find an available time that works for you, please contact our office directly and we will do our best to create an opening which works with your schedule.
General Contact Form
If you have any general comments or questions, please feel free to contact us with the form below.
Murray Financial Services (“RIA Firm”) is a registered investment adviser located in Chico, CA. Murray Financial Services may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Murray Financial Services’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Murray Financial Services’ web site on the Internet should not be construed by any consumer and/or prospective client as Murray Financial Services’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Murray Financial Services with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Murray Financial Services, please contact the state securities regulators for those states in which Murray Financial Services maintains a registration filing. A copy Murray Financial Services’ current written disclosure statement discussing Murray Financial Services’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Murray Financial Services upon written request. Murray Financial Services does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Murray Financial Services’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
