Jacklyn Tran - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 245 Lytton Ave Suite 200, Palo Alto, CA 94301
- Phone
- (650) 838-4200
- Website
- advisor.morganstanley.com
- County
- Santa Clara County
About
Serving clients from Palo Alto and across the Peninsula, Jacklyn Tran - Morgan Stanley offers financial consulting and investment services tailored to individuals and families planning for their financial future. We help you build a clear picture of your goals, whether that means growing savings, investing for retirement, or preparing for the next stage of life.
Our approach is to listen first, then develop a practical plan that fits your circumstances and comfort with risk. We take the time to explain each recommendation in plain language so you always understand where your money is going and why.
Our team aims to stay in regular contact, reviewing your progress as your situation and the markets change.
To learn more about our services, visit our website or reach out to start a conversation.
Our approach is to listen first, then develop a practical plan that fits your circumstances and comfort with risk. We take the time to explain each recommendation in plain language so you always understand where your money is going and why.
Our team aims to stay in regular contact, reviewing your progress as your situation and the markets change.
To learn more about our services, visit our website or reach out to start a conversation.