Morgan Stanley Financial Advisors

★★★★☆3.7 (3) Financial Services Walnut Creek

Business details

Category
Financial Services · Financial consultant, Investment service
Address
1333 N California Blvd Suite 133, Walnut Creek, CA 94596
Phone
(925) 939-5100
Website
advisor.morganstanley.com
County
Contra Costa County

About

Morgan Stanley Financial Advisors brings personal wealth management and investment guidance to Walnut Creek and the East Bay. Our team works closely with individuals and families to plan for their financial goals, from building and protecting savings to investing for the future.

We take the time to understand each client's situation, and we aim to be responsive, professional and clear in every step of the process. Clients often tell us they appreciate how much our team cares, especially during difficult and emotional moments in life.

Our advisors bring a collaborative approach, so you benefit from the combined attention of a dedicated group rather than a single contact. Serving families across Walnut Creek, Contra Costa County and the wider East Bay, we are glad to help you think through your next step.

Visit our website to learn more about our team and get in touch.