The Chase Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 2725 Sand Hill Rd Suite 100, Menlo Park, CA 94025
- Phone
- (650) 234-2901
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
The Chase Group - Morgan Stanley is a financial consulting and investment firm in Menlo Park serving clients across San Mateo County and the Peninsula. We help individuals and families plan for their financial futures with personalized investment and wealth management guidance.
Our team takes the time to understand each client's goals, whether that means building savings, planning for retirement, or managing investments over the long term. We aim to explain our recommendations clearly so that you feel informed and confident about every decision.
Our approach is built on long-term relationships, with ongoing reviews that keep your plan aligned with your life as it changes.
To learn more about how we can help, visit our website or stop by to start the conversation.
Our team takes the time to understand each client's goals, whether that means building savings, planning for retirement, or managing investments over the long term. We aim to explain our recommendations clearly so that you feel informed and confident about every decision.
Our approach is built on long-term relationships, with ongoing reviews that keep your plan aligned with your life as it changes.
To learn more about how we can help, visit our website or stop by to start the conversation.