Morgan Stanley

At Morgan Stanley on South Lake Avenue in Pasadena, clients come first. Morgan Stanley helps people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Their Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals.

With a full suite of services, their objective is to deliver the resources that can best accomplish each client’s unique goals. Services Provided: Retirement Planning, Saving for College, Maintaining Cash Flow, Long-term Care Insurance, Traditional Investment, Alternative Investments, Insurance Services, Investing with Impact, Legacy Planning, Succession Planning, Family Mission Statements, Next Generation Education, Lending Solutions and Cash Management Solutions.