The Daniels Group - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
2775 Sand Hill Rd Ste 120, Menlo Park, CA 94025
Phone
(650) 926-7667
Website
advisor.morganstanley.com
County
San Mateo County

About

The Daniels Group - Morgan Stanley offers financial planning, investment guidance, and wealth management for individuals and families in Menlo Park and across the Peninsula. Our team works with clients to build a clear picture of their goals, whether that means saving for retirement, growing investments, or planning for the future.

We focus on personal, practical advice that fits each client's circumstances and changes over time. Our role is to help you understand your options so you can make confident decisions about your money.

We serve clients throughout San Mateo County, bringing the resources of Morgan Stanley to local families and professionals.

To learn more about how we can help, visit our website or give us a call.