The Oak Knoll 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) 234-5113
- Website
- advisor.morganstanley.com
- County
- San Mateo County
About
The Oak Knoll Group - Morgan Stanley brings personalized financial consulting and investment services to Menlo Park and the Peninsula. We work with individuals and families to build clear, long-term plans for saving, investing and managing their wealth.
Our approach starts with understanding your goals, then designing a strategy that fits your life and your timeline. We serve clients across Menlo Park, San Mateo County and the wider Peninsula, offering guidance at every stage of the financial journey.
Our team is here to answer your questions, review your progress and adjust your plan as circumstances change.
Visit our website to learn more about our services, or stop by to start a conversation.
Our approach starts with understanding your goals, then designing a strategy that fits your life and your timeline. We serve clients across Menlo Park, San Mateo County and the wider Peninsula, offering guidance at every stage of the financial journey.
Our team is here to answer your questions, review your progress and adjust your plan as circumstances change.
Visit our website to learn more about our services, or stop by to start a conversation.