Finances

Beyond just your paycheck, the Firm helps you save for your future, protect your assets and save money on taxes, loans, group insurance and more.

Financial Advice, Investing and Cash Management with Morgan Stanley Wealth Management

• Investment Options and Working with a Morgan Stanley Financial Advisor
• Day-to-Day Finances: CashPlus Accounts and American Express Cards
• Financial Wellness: Assessments, Webinar Wednesdays and Money Coaching
• Education Savings Plans: 529s with Company Match and Coverdells
• Home Buying
• Securities Based Loans

Save On Your Commute to Work

• Commuter Benefits: Public Transit and Parking
• Parking (Manhattan)

Insurance

• Insurance Overview
• Evidence of Insurability
• Accident
• Auto
• Critical Illness
• Group Personal Excess Liability
• Home and Renters
• Hospital Indemnity

• Identity Theft
• Life
• Life and Accidental Death & Dismemberment Insurance Overview
• Pet
• Voluntary Benefits and Insurances

Legal and Loans

• 401(k) Loans and Withdrawals
• Employee Stock Purchase Plan
• Home Buying
• Legal Assistance Plan

• Securities-Based Loans
• Student Loan Refinancing
• Updating Your Beneficiaries
• Will Preparation