Rick T Felix - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1999 Harrison St Suite 2200, Oakland, CA 94612
- Phone
- (510) 891-5226
- Website
- advisor.morganstanley.com
- Neighborhood
- Downtown
- County
- Alameda County
About
Rick T Felix - Morgan Stanley brings personal financial guidance and investment services to Downtown Oakland and the surrounding East Bay communities. We work with individuals and families who want a clear, thoughtful plan for investing, saving and building long-term financial security.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life. We take the time to explain each option in plain language, so you always know where your money stands and why.
Clients across Oakland and Alameda County rely on us for steady, honest guidance through changing markets and major life decisions.
To learn how we can help you plan with confidence, visit our website or stop by our Downtown Oakland office.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation fits your life. We take the time to explain each option in plain language, so you always know where your money stands and why.
Clients across Oakland and Alameda County rely on us for steady, honest guidance through changing markets and major life decisions.
To learn how we can help you plan with confidence, visit our website or stop by our Downtown Oakland office.