The Martinez Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025
- Phone
- (650) 234-5191
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
Families and professionals across Menlo Park and the Peninsula turn to The Martinez Group - Morgan Stanley for personal financial consulting and investment services that help clients plan with confidence. We work with individuals and households in San Mateo County to build investment strategies around their goals, timelines and comfort with risk.
Our team takes the time to understand each client's full financial picture before recommending a course of action. We focus on clear, ongoing guidance so that clients always know where their money stands and why we are making each decision.
Whether you are planning for retirement, managing an existing portfolio or looking for a steady partner for long-term goals, we are glad to talk through your options.
Learn more on our website.
Our team takes the time to understand each client's full financial picture before recommending a course of action. We focus on clear, ongoing guidance so that clients always know where their money stands and why we are making each decision.
Whether you are planning for retirement, managing an existing portfolio or looking for a steady partner for long-term goals, we are glad to talk through your options.
Learn more on our website.