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The United Legacy Group - Morgan Stanley

Financial consultant

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Services Offered

  • Investment Management
  • Retirement Planning
  • Financial Planning

About

The United Legacy Group is a financial consulting firm based in Green Bay, Wisconsin, operating under Morgan Stanley. The firm provides a range of financial planning services, including investment management and retirement planning, tailored to meet the needs of their clients. Their team focuses on helping individuals and families build wealth and achieve their financial goals through personalized strategies. The United Legacy Group serves a diverse clientele, offering guidance for both personal and business financial needs.

Reviews

Location

111 N Washington St 4th Fl Ste410, Green Bay, Wisconsin
Map showing location in Green Bay, Wisconsin
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Contact This Advisor

Business Information

Address

111 N Washington St 4th Fl Ste410
Green Bay, Wisconsin 54301

Phone

+1920-433-6521

Website

https://advisor.morganstanley.com/the-united-legacy-group

Business Hours

Contact for business hours