545 Group - Morgan Stanley

Financial consultant

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Services Offered

Financial Planning
Investment Management
Retirement Planning
Wealth Accumulation
Risk Management

About

545 Group is a financial consulting firm based in Menlo Park, California, affiliated with Morgan Stanley. The firm provides a range of financial planning and investment management services tailored to meet the needs of individual and institutional clients. Their advisors focus on creating personalized strategies for wealth accumulation, retirement planning, and risk management. 545 Group serves a diverse clientele, including families and businesses looking to achieve their financial goals through informed decision-making.

Reviews

Location

2725 Sand Hill Rd Suites 100 & 200, 1st Floor, Menlo Park, California

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Contact This Advisor

Business Information

Address

2725 Sand Hill Rd Suites 100 & 200, 1st Floor
Menlo Park, California 94025

Phone

+1650-234-5957

Website

https://advisor.morganstanley.com/545-group

Business Hours

Contact for business hours