Morgan Stanley Wealth Management
Annuity General
Serving the San Rafael area.
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 415-482-1554
Fax - 415-482-2750
ExtraTollFree - 800-505-1220
- Address:
- 750 Lindaro St Ste 300 San Rafael, CA 94901
- Link:
https://advisor.morganstanley.com/coastal-wealth-management-group
- Categories
- Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Stock & Bond Brokers, Stock & Bond Transfer Agents
- Neighborhood
- Downtown San Rafael
General Info
Morgan Stanley Smith Barney LLC is one of the leading wealth management firms in the world. it offers a range of products and services to individuals, businesses as well as institutions. These include brokerage and investment advisory services; financial and wealth planning; credit and lending; cash management; annuities and insurance; and retirement and trust. Morgan Stanley Smith Barney Global Stock Plan Services provides a comprehensive, integrated administration and brokerage solution for share option, employee stock purchase, restricted stock and performance-based share awards. The company is a member of SIPC (Securities Investor Protection Corporation).