Did you search for a 'financial planner near me'?...
If so, let's start a conversation on a more personal level. It's hard to make a website very informative and personal at the same time. However, we know that managing your financial future is a very personal subject. Thus, we really should start off our partnership in a more personal manner.
Here are all the different ways you can get in touch with us...
1) You can use the form to send us a detailed email. We offer a variety of services to our clients and understanding your present circumstances helps us prepare for our first conversation. Please let us know a bit more about you by answering the questions below.
2) You can call us right now to schedule an appointment at our office.
3) You can schedule a call to have a 1-on-1 with
We look forward to the beginning of what could be a long and uplifting relationship.
Murray Financial Services is your trusted local 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.