545 Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 2725 Sand Hill Rd Suites 100 & 200, 1st Floor, Menlo Park, CA 94025
- Phone
- (650) 234-5957
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
Clear planning, steady guidance, and investments built around your goals: that's what we offer at 545 Group - Morgan Stanley. We are a financial consultant and investment service team serving individuals and families across Menlo Park and the Peninsula.
Our work starts with understanding your priorities, then building a plan for investing, saving, and long-term financial decisions. We bring the resources of Morgan Stanley to every client relationship, with a focus on clear communication at each step.
Whether you are just beginning to invest or refining an established portfolio, we aim to make the next step feel manageable and well considered.
To learn more about our services and how we might help, visit our website or stop by to start the conversation.
Our work starts with understanding your priorities, then building a plan for investing, saving, and long-term financial decisions. We bring the resources of Morgan Stanley to every client relationship, with a focus on clear communication at each step.
Whether you are just beginning to invest or refining an established portfolio, we aim to make the next step feel manageable and well considered.
To learn more about our services and how we might help, visit our website or stop by to start the conversation.