The Schwartzbaum Urfer Group - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Asset Allocation
• Risk Management

About

The Schwartzbaum Urfer Group is a financial consulting firm based in Sarasota, Florida, affiliated with Morgan Stanley. They provide a range of financial planning and investment management services tailored to meet the needs of their clients. The group focuses on helping individuals and families achieve their financial goals through personalized strategies. Their expertise includes retirement planning, asset allocation, and risk management, serving a diverse clientele in the local community.

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