The Sekhon 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) 524-1056
- Website
- advisor.morganstanley.com
- County
- Sonoma County
About
Clear planning, thoughtful investment guidance, and a steady partner for your financial goals: that's what we offer at The Sekhon Group - Morgan Stanley. We are a financial consulting and investment services practice based in Santa Rosa, serving individuals and families across Sonoma County and the wider North Bay.
Our work centers on helping clients build and manage investment portfolios, with each plan shaped around their own timeline, comfort with risk and long-term objectives. We take the time to understand where you are today and where you want to be, then lay out the options in plain language so you can make confident decisions.
Our team is committed to ongoing communication, reviewing your progress as your circumstances change.
To learn more about how we can work with you, visit our website or give us a call.
Our work centers on helping clients build and manage investment portfolios, with each plan shaped around their own timeline, comfort with risk and long-term objectives. We take the time to understand where you are today and where you want to be, then lay out the options in plain language so you can make confident decisions.
Our team is committed to ongoing communication, reviewing your progress as your circumstances change.
To learn more about how we can work with you, visit our website or give us a call.