Financial consultant Meredith Farris – Morgan Stanley 2200 W Main St, Bozeman, MT 59718

Services Offered

• Retirement Planning
• Investment Management
• Wealth Management
• Financial Planning
• Tax-Advantaged Strategies

Engagement Process

When you engage with Meredith, you can expect a thorough consultation to discuss your financial goals, current financial situation, and investment preferences. Come prepared with any relevant financial documents, such as income statements, tax returns, and existing investment portfolios.

Helpful Resources

For additional information on financial planning and investment strategies, consider visiting reputable financial education websites or resources provided by Morgan Stanley.

Frequently Asked Questions

• What should I bring to my first meeting? Please bring relevant financial documents, including income statements and tax returns.
• How are fees structured? Fees vary depending on the services provided; it's best to discuss this during your consultation.
• Can you help with retirement planning? Yes, Meredith specializes in creating tailored retirement plans to help you achieve your goals.
• What is your investment philosophy? Meredith follows a client-centered approach, focusing on long-term growth and risk management.
• How often will we meet? Meetings can be scheduled regularly based on your needs and preferences.
• What types of clients do you typically work with? Meredith works with individuals and families at various stages of their financial journey.
• Can I access my accounts online? Yes, Morgan Stanley provides online access to your accounts for easy tracking and management.
• Do you offer tax planning services? Yes, tax planning is an integral part of our financial planning services.