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.

Manage Your Finances with Morgan Stanley

• Managing Your Day-to-Day Finances
• Education Savings Plans
• Equity and Options Transactions
• Home Buying
• Individual Retirement Accounts
• Investment Advisory
• Mutual Funds
• Securities-Based Loans
• Unit Investment Trust
• Wealth Planning

Save On Your Commute to Work

• Commuter Benefits: Public Transit, Parking, Ride Shares, etc.
• Parking (Midtown Manhattan)

Retirement

• 401(k) Plan Overview
• 401(k) Loans and Withdrawals

• 401(k) from a Previous Employer
• Individual Retirement Accounts

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
• Home Buying
• Legal Assistance Plan
• Professional Referral Service: Accountants, Tax Preparers, etc.

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