John L Macchi - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
1999 Harrison St Suite 2200, Oakland, CA 94612
Phone
(510) 891-5221
Website
advisor.morganstanley.com
Neighborhood
Downtown
County
Alameda County

About

Looking for investment and financial planning guidance in Downtown Oakland? John L Macchi - Morgan Stanley offers personal financial consulting and investment services for individuals and families.

We help clients in Downtown Oakland and across Alameda County think through their goals, from building and managing investments to planning for the long term. Our approach starts with understanding your priorities, so the advice we provide fits your situation rather than a one-size-fits-all plan.

We take the time to explain each option clearly, so you can make informed decisions about your money with confidence. Whether you are just beginning to invest or refining an existing portfolio, we are glad to talk through where you stand.

Learn more about our services on our website, or call or stop by to schedule a conversation.