Page 6 - Poljak Group Brochure

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THE LOCAL PROFESSIONALS AT POLJAK GROUP plus
POLJAK GROUP AT MORGAN STANLEY
works every day to bring you more – more access, opportunity, and resources for you and your family.
We’re like a family-owned business; we take a custom approach to working with your individual financial goals and make our service to you our highest priority.
We’ll coach you all along the way to create a strategic game plan with goals to perform in any market condition.
To us, that’s what doing more — and getting more with smart financial planning— is all about.
Poljak Group at Morgan Stanley
Access to local, certified professionals
CPM®, CIMA®, and CFP® credentials set us apart
Customized planning to potentially maximize your assets
Access to Morgan Stanley global resources
1. The map shows the location of offices where Morgan Stanley business has been conducted. Not all Morgan Stanley service and products are available at the locations shown, and the map showing these locations is subject to change without notice
2. Morgan Stanley Annual Report, December 2019
3. Cerulli Associates. 4Q 2019 Summary, Managed Account Research. Morgan Stanley is the Top Managed Account Sponsor, Unified Managed Account Program and Separate Managed Account Program in the U.S. Rankings are subject to change.
Together,