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  Murray Financial, Inc.

 

                                                                                                                                                           

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MFI Documents

Statement of Disclosure and Information - the required document on file with the Commonwealth of Virginia defining Murray Financial, Inc. as a Registered Investment Advisor (RIA) firm.

Client Engagement Agreement and Privacy Policy - Please send an email to request a copy.

Confidential Financial Questionnaire - Utilized for initial information gathering and, if needed, more in-depth financial planning data collection.

Investment Suitability Questionnaire - Used to determine investment allocation strategy and investment suitability.

 

Send mail to TimMurray@MurrayFinancial.com with questions or comments about this web site.
Copyright © 2009 Murray Financial, Inc.                                                                               
Last modified: 09/16/09