Max McKelvy - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 2882 Sand Hill Rd #200, Menlo Park, CA 94025
- Phone
- (650) 234-5179
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
Max McKelvy - Morgan Stanley is a financial consulting practice in Menlo Park, serving clients across San Mateo County and the Peninsula. We provide investment advisory and financial planning services designed to help individuals and families work toward their long-term goals.
Our approach begins with understanding your priorities, then building a strategy around them. We are proud to support clients throughout the Peninsula with clear, personalized guidance.
Learn more and explore our services on our website.
Our approach begins with understanding your priorities, then building a strategy around them. We are proud to support clients throughout the Peninsula with clear, personalized guidance.
Learn more and explore our services on our website.