Haotian Xie - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1400 Page Mill Rd, Palo Alto, CA 94304
- Phone
- (650) 496-3916
- Website
- advisor.morganstanley.com
- County
- Santa Clara County
About
Professional guidance, tailored portfolio advice, and a friendly approach: that's what we offer at Haotian Xie - Morgan Stanley. We are a financial advisory practice serving clients in Palo Alto and across Santa Clara County.
Our services center on investment management and financial consulting, with portfolios built around each client's personal financial goals and needs. Clients often tell us they value how professional and approachable we are, and we work hard to keep every conversation clear and welcoming.
Whether you are planning for the long term or reviewing an existing portfolio, we take the time to understand where you are and where you want to go.
To get started, visit our website or give us a call to schedule a conversation.
Our services center on investment management and financial consulting, with portfolios built around each client's personal financial goals and needs. Clients often tell us they value how professional and approachable we are, and we work hard to keep every conversation clear and welcoming.
Whether you are planning for the long term or reviewing an existing portfolio, we take the time to understand where you are and where you want to go.
To get started, visit our website or give us a call to schedule a conversation.