Morgan Stanley
Annuity General
Serving the Walnut Creek area.
Photos and Videos
- HoursOPEN NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 925-746-2973
Fax - 925-933-7715
ExtraTollFree - 877-691-2929
ExtraTollFree - 866-556-2811
Extra - 925-939-5100
- Address:
- 1333 N California Blvd Walnut Creek, CA 94596
- Links:
https://advisor.morganstanley.com/the-phillips-group
https://advisor.morganstanley.com/walnut-creek-private-wealth-management-branch
- Categories
- Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Stock & Bond Brokers, Stock & Bond Transfer Agents
- Neighborhood
- Downtown Walnut Creek
- AKA
Morgan Stanley Private Wealth Advisors
The Phillips Group-Morgan Stanley
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.