Financial Advisors
Oakland, CA
Morgan Stanley Financial Advisors in Oakland provides comprehensive wealth management and investment services to individuals and families. Their team of advisors offers personalized financial planning, investment management, retirement planning, and wealth preservation strategies tailored to each client's goals. As part of Morgan Stanley, a global financial services leader, they combine institutional expertise with local service to help clients build and protect their wealth.
Ideal for: High-net-worth individuals, families seeking comprehensive financial planning, business owners managing wealth, retirees protecting assets
Service area: Oakland and surrounding Bay Area communities
Morgan Stanley Brand Strength: Backed by Morgan Stanley's global resources, research, and institutional capabilities while providing personalized local service in Oakland.
Comprehensive Financial Services: Offers integrated solutions including investment management, retirement planning, estate planning, and wealth preservation strategies tailored to individual client needs.
Address: 1999 Harrison St Suite 2200, Oakland, CA 94612
Phone: (510) 839-8080
Website: advisor.morganstanley.com
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