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.
We look forward to taking with you soon.
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.
By texting Murray Financial Services at (530) 896-5484, you agree to receive customer care text messages from Murray Financial Services in response to your inquiry. Message and data rates may apply. Message frequency will vary based on your requests. You can unsubscribe at any time by replying STOP. Reply HELP for assistance. View our
Privacy Policy and Terms and Conditions.