The Sierra Azul Group - Morgan Stanley Financial Advisors

Business details

Category
Financial Services · Financial consultant, Investment service
Address
20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014
Phone
(408) 861-2000
Website
advisor.morganstanley.com
County
Santa Clara County

About

Whether you need guidance on retirement planning or help growing your investments, The Sierra Azul Group - Morgan Stanley Financial Advisors offers financial advice tailored to you. We are a financial consulting and investment services practice based in Cupertino, serving individuals and families across Santa Clara County and the South Bay.

Our work starts with understanding your goals, your timeline and your comfort with risk, so that every recommendation reflects your personal situation. We bring the resources of Morgan Stanley to a local, relationship-focused practice, which means you get both broad market access and a team that knows your name.

Whatever stage of financial life you are in, we are here to help you build a clear plan and adjust it as your needs change.

Visit our website to learn more about our services, or stop by or call our office to start a conversation.