Philip Horowitz - Morgan Stanley

★★★★★5.0 (1) Financial Services San Mateo

Business details

Category
Financial Services · Financial consultant, Investment service
Address
411 Borel Ave Suite 220, San Mateo, CA 94402
Phone
(650) 358-1823
Website
advisor.morganstanley.com
County
San Mateo County

About

Looking for investment guidance in San Mateo? Philip Horowitz - Morgan Stanley offers financial consulting and investment services for individuals and families across San Mateo and the Peninsula.

We help clients think through their long-term goals and build a financial plan that fits their circumstances. Our work covers investment management and ongoing portfolio reviews, with attention to how each piece of a client's finances connects to the rest.

Whether you are planning for retirement, managing savings, or simply want a clearer picture of your options, we aim to make the process straightforward and easy to follow.

You can learn more about our services and approach on our website.