Ken Rosenberg : Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014
- Phone
- (408) 861-2037
- Website
- morganstanleyfa.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Ken Rosenberg : Morgan Stanley is based in Cupertino, offering financial consulting and investment services to individuals and families across Santa Clara County and the South Bay. We help clients think through their goals, from building savings and planning for retirement to managing investments over the long term.
Our approach starts with understanding your financial situation and priorities, so the advice we give is tailored to your life rather than generic. We work to explain each step clearly, so you always know where your money stands and why we recommend what we do.
Whether you are just beginning to plan or are refining an established portfolio, we are glad to talk through your options.
Visit our website to learn more about our services and get in touch.
Our approach starts with understanding your financial situation and priorities, so the advice we give is tailored to your life rather than generic. We work to explain each step clearly, so you always know where your money stands and why we recommend what we do.
Whether you are just beginning to plan or are refining an established portfolio, we are glad to talk through your options.
Visit our website to learn more about our services and get in touch.