The Menlo 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) 234-5865
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
Based in Menlo Park, The Menlo Group - Morgan Stanley offers financial consulting and investment services for individuals and families across San Mateo County and the Peninsula. We work with clients to understand their financial goals and build investment strategies designed to support them over the long term.
Our team focuses on clear, personalized guidance, from planning and portfolio management to ongoing reviews as your needs change. We bring the resources of Morgan Stanley to a local practice, so you get both nationwide reach and a relationship with advisors who know the Peninsula.
Learn more about our services on our website, and reach out to schedule a conversation about your financial future.
Our team focuses on clear, personalized guidance, from planning and portfolio management to ongoing reviews as your needs change. We bring the resources of Morgan Stanley to a local practice, so you get both nationwide reach and a relationship with advisors who know the Peninsula.
Learn more about our services on our website, and reach out to schedule a conversation about your financial future.