Legacy Wealth Management of Southern California - Morgan Stanley - Sherman Oaks, California

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Legacy Wealth Management of Southern California – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking sophisticated financial consulting and tailored investment services in Southern California, Legacy Wealth Management of Southern California – Morgan Stanley presents a compelling option. This firm operates as a distinguished division of Morgan Stanley, a globally recognized leader in the financial services industry. They are dedicated to helping clients achieve their long-term financial goals through a personalized and proactive approach.

Location and Contact Information: The firm’s primary location is situated at 15260 Ventura Blvd Ste 1900, Sherman Oaks, CA 91403, United States. Clients can easily reach them by phone at 818-382-5742. To explore their services in greater detail, a visit to their website is highly recommended: advisor.morganstanley.com.

Key Features and Specialties: Legacy Wealth Management specializes in a broad range of financial services, focusing on helping clients manage and grow their wealth. Their expertise encompasses:

• Investment Management: They offer a diverse portfolio of investment options, including stocks, bonds, mutual funds, and alternative investments, designed to align with individual risk tolerances and financial objectives.
• Retirement Planning: A crucial service is the development of comprehensive retirement plans, ensuring clients are well-prepared for a secure and comfortable future.
• Estate Planning: They assist clients in structuring their estates to minimize taxes and ensure their wishes are carried out.
• Financial Planning: A holistic approach to financial planning is taken, addressing budgeting, cash flow, and overall financial well-being.

Accessibility and Amenities: Recognizing the importance of convenience, Legacy Wealth Management has prioritized accessibility for all clients. The office features:

• A wheelchair-accessible car park.
• A wheelchair-accessible entrance.
• A wheelchair-accessible toilet and restroom facilities.

Client Feedback and Current Status: Currently, Legacy Wealth Management of Southern California – Morgan Stanley has 0 reviews on Google My Business. The average opinion, based on this limited feedback, is 0/5. It’s worth noting that this reflects the relative newness of their online presence and provides an opportunity for clients to share their experiences.

Recommendation: Given their affiliation with Morgan Stanley, the firm’s commitment to accessibility, and their comprehensive suite of financial consultant and investment service offerings, Legacy Wealth Management of Southern California – Morgan Stanley presents itself as a strong contender for those seeking professional financial guidance. We strongly encourage prospective clients to visit their website at advisor.morganstanley.com to schedule an appointment and discuss your specific financial needs. Taking the initial step to connect with their team is highly recommended to explore how they can assist you in achieving your financial aspirations.

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