Morgan Stanley Wealth Management
Annuity General
Serving the Walnut Creek area.
Photos and Videos
- HoursOPEN NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 925-939-5100
Fax - 925-933-7715
ExtraTollFree - 877-691-2929
- Address:
- 1333 N California Blvd Walnut Creek, CA 94596
- Link:
- 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 Walnut Creek
- AKA
Morgan Stanley Smith Barney
General Info
Morgan Stanley, founded in 1935, is a security brokerage firm that provides a variety of financial services to individual and business customers. It offers a range of services, such as asset allocation, financial counseling, property management and alternative investment. Its structured investment services are used to help clients achieve investment objectives by reducing the risk exposure of portfolios and providing access to a variety of assets, including stocks, bonds, interest rates, currencies and commodities. The firm also offers a range of credit and lending services for individual investors, including home financing and lending programs. The firm is located in Walnut Creek, Calif.