The McKelvy 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) 234-5130
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
Clear guidance, thoughtful planning, and a steady hand on your long-term goals: that's what we offer at The McKelvy Group - Morgan Stanley. We are a team of financial advisors serving individuals and families in Menlo Park and across the Peninsula, including San Mateo County.
Our work centers on investment services and financial consulting, with a focus on helping clients understand their options and build a plan that fits their circumstances. We take the time to listen, explain each step in plain language, and keep you informed as your needs change.
Whether you are planning for retirement, growing your savings, or looking for a second opinion on your current strategy, we are glad to talk it through with you.
Learn more and reach out through our website.
Our work centers on investment services and financial consulting, with a focus on helping clients understand their options and build a plan that fits their circumstances. We take the time to listen, explain each step in plain language, and keep you informed as your needs change.
Whether you are planning for retirement, growing your savings, or looking for a second opinion on your current strategy, we are glad to talk it through with you.
Learn more and reach out through our website.