Morgan Stanley Financial Advisors
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 225 W Santa Clara St Suite 900, San Jose, CA 95113
- Phone
- (408) 947-2200
- Website
- advisor.morganstanley.com
- County
- Santa Clara County
About
South Bay families and professionals turn to Morgan Stanley Financial Advisors for personal investment and financial planning guidance that helps them work toward their goals with confidence. We are a financial consulting and investment services practice serving clients in San Jose and across Santa Clara County.
Our team works with you to understand your priorities, your timeline and your comfort with risk, then builds a plan around them. We focus on clear, practical advice on investing, so you always know where your money stands and why.
Whether you are planning for retirement, growing savings or managing an existing portfolio, we aim to make each step easy to follow.
To learn more about our San Jose market, visit our website.
Our team works with you to understand your priorities, your timeline and your comfort with risk, then builds a plan around them. We focus on clear, practical advice on investing, so you always know where your money stands and why.
Whether you are planning for retirement, growing savings or managing an existing portfolio, we aim to make each step easy to follow.
To learn more about our San Jose market, visit our website.