The Mountain View Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 650 Castro St Unit 105, Mountain View, CA 94041
- Phone
- (650) 316-6780
- Website
- advisor.morganstanley.com
- County
- Santa Clara County
About
At The Mountain View Group - Morgan Stanley, we help individuals and families in Mountain View and across the South Bay build and protect their financial futures. We offer personalized investment and wealth management advice, shaped around each client's goals, timeline and comfort with risk.
Our financial consultants take time to understand where you are today and where you want to go, then design a plan you can follow with confidence. We are based in Mountain View and serve clients throughout Santa Clara County, bringing Morgan Stanley's resources to a local, relationship-driven practice.
Whether you are investing for the first time, planning for retirement or managing a growing portfolio, we are here to explain your options clearly and answer your questions along the way.
To learn more about how we can work with you, visit our website or stop by to start the conversation.
Our financial consultants take time to understand where you are today and where you want to go, then design a plan you can follow with confidence. We are based in Mountain View and serve clients throughout Santa Clara County, bringing Morgan Stanley's resources to a local, relationship-driven practice.
Whether you are investing for the first time, planning for retirement or managing a growing portfolio, we are here to explain your options clearly and answer your questions along the way.
To learn more about how we can work with you, visit our website or stop by to start the conversation.