Jeffrey Gospe - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403
Phone
(707) 571-5714
Website
advisor.morganstanley.com
County
Sonoma County

About

Jeffrey Gospe - Morgan Stanley brings personal financial consulting and investment services to Santa Rosa and Sonoma County. We work with individuals and families across the North Bay to help them plan for their goals and manage their investments with care.

Our approach starts with understanding your priorities, then building a strategy that fits your situation and changes as your life does. We focus on clear communication, so you always know where your money stands and why each decision is being made.

Whether you are just beginning to invest or refining an established portfolio, we are glad to talk through your options.

Learn more and get in touch through our website.