The Bay Area Legacy Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 4309 Hacienda Dr Ste 200, Pleasanton, CA 94588
- Phone
- (925) 730-3800
- Website
- advisor.morganstanley.com
- County
- Alameda County
About
Based in Pleasanton, The Bay Area Legacy Group - Morgan Stanley provides financial consulting and investment services for individuals and families across the East Bay. We work with clients to build, manage and protect their wealth, with planning designed around their goals and the stage of life they are in.
Our approach centers on taking time to understand each client's situation, so our guidance is clear, personal and tailored to their needs. We aim to be a steady, reliable partner, explaining our recommendations in plain language so clients always know where they stand.
Whether you are planning for retirement, investing for the future or looking for a second opinion on your finances, we invite you to learn more on our website.
Our approach centers on taking time to understand each client's situation, so our guidance is clear, personal and tailored to their needs. We aim to be a steady, reliable partner, explaining our recommendations in plain language so clients always know where they stand.
Whether you are planning for retirement, investing for the future or looking for a second opinion on your finances, we invite you to learn more on our website.