Sonoma Wealth Management Group - Morgan Stanley - Santa Rosa, California

Sonoma Wealth Management Group - Morgan Stanley

Sonoma Wealth Management Group, part of Morgan Stanley, is a leading financial services firm located at 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, United States. They can be reached by phone at 7075241000 and through their website advisor.morganstanley.com. The firm specializes in financial consultation and investment services.

Key features and facilities at this location include wheelchair-accessible parking, entrance, and toilets. It is recommended to book an appointment in advance. As of now, this company has not received any reviews on Google My Business, indicating a lack of public feedback. The average opinion rating is 0/5.

Sonoma Wealth Management Group - Morgan Stanley stands out for their expertise in guiding clients towards achieving their financial goals through personalized investment strategies and comprehensive financial planning. With years of experience in the industry, their team of dedicated professionals is committed to delivering exceptional service and building long-term relationships with their clientele.

The firm's primary focus is on understanding each client's unique financial situation, risk tolerance, and objectives. By tailoring their approach to individual needs, they strive to provide tailored solutions that help clients make informed decisions about their money and secure their financial future. In addition, they offer a range of investment products and services designed to suit different investment styles and risk profiles.

Located in Santa Rosa, California, Sonoma Wealth Management Group - Morgan Stanley serves clients in the local community and beyond. Their office is conveniently situated with wheelchair-accessible facilities to cater to all clients' needs. While they do not have any reviews on Google My Business, their reputation within the financial services industry speaks to their commitment to excellence and client satisfaction.

To get started with Sonoma Wealth Management Group - Morgan Stanley, it is recommended to schedule an appointment in advance. This allows the team to gather necessary information about your financial situation and objectives, enabling them to provide personalized recommendations and guidance tailored to your unique needs.

Overall, Sonoma Wealth Management Group - Morgan Stanley is a reliable and experienced financial services firm that can assist individuals in achieving their financial goals. With their expertise, personalized approach, and commitment to client satisfaction, they are well-positioned to help clients navigate the complex world of investments and secure their financial future.