The Round Barn Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403
- Phone
- (707) 524-1000
- Website
- advisor.morganstanley.com
- County
- Sonoma County
About
Based in Santa Rosa, The Round Barn Group - Morgan Stanley offers financial consulting and investment services for families and individuals across Sonoma County and the North Bay. We help clients think through their long-term goals, from building and protecting savings to planning for retirement and the wealth they hope to pass on.
Our approach starts with listening, so every recommendation reflects your priorities, your timeline and your comfort with risk. We work with local residents at each stage of life, making complex financial decisions easier to understand and act on.
To learn more about our services and get in touch with our team, visit our website.
Our approach starts with listening, so every recommendation reflects your priorities, your timeline and your comfort with risk. We work with local residents at each stage of life, making complex financial decisions easier to understand and act on.
To learn more about our services and get in touch with our team, visit our website.