Cornerstone Group Silicon Valley - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
2775 Sand Hill Rd Ste 120, Menlo Park, CA 94025
Phone
(650) 926-7646
Website
advisor.morganstanley.com
County
San Mateo County

About

Based in Menlo Park, Cornerstone Group Silicon Valley - Morgan Stanley provides financial consulting and investment services for families and professionals across the Peninsula and the South Bay. We work with clients to understand their financial goals and build plans around them, whether that means investing for the long term, planning for retirement, or managing wealth over time.

Our team focuses on clear, practical guidance so every client knows where they stand and why each recommendation is being made. We take the time to listen, answer questions thoroughly, and keep our clients informed as their needs change.

Our approach is personal, with each relationship tailored to the individual goals of the people we serve.

To learn how we can support your financial future, visit our website and reach out to start the conversation.