Calvin Jacobs - Morgan Stanley - Long Beach, California

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Calvin Jacobs – Morgan Stanley: A Comprehensive Overview

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For individuals and families seeking expert financial consulting and tailored investment services, Calvin Jacobs at Morgan Stanley presents a dedicated and accessible resource. Located at 3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States, Mr. Jacobs offers a personalized approach to wealth management, combining global expertise with a commitment to client satisfaction. His phone number is 5629014327, and his website, advisor.morganstanley.com, provides further details about his services and background.

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Calvin Jacobs’ practice at Morgan Stanley focuses on providing comprehensive wealth management solutions. He specializes in assisting clients with a range of financial needs, including retirement planning, investment portfolio construction, estate planning, and tax-efficient strategies. His strategy centers around understanding each client’s unique goals, risk tolerance, and time horizon to develop a customized investment plan. Mr. Jacobs prides himself on building long-term relationships based on trust, transparency, and proactive communication.

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Key Features and Accessibility: Mr. Jacobs’ office is designed to be wheelchair-accessible, featuring a designated wheelchair-accessible car park and wheelchair-accessible entrance. A wheelchair-accessible toilet is also available for client convenience. Appointments are strongly recommended to ensure sufficient time for a thorough consultation. The office also provides standard amenities such as a restroom and comfortable waiting area.

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Location Details: The Long Beach office is strategically situated within the Kilroy Airport Commerce Center, a thriving business hub. This location offers easy access to major transportation routes, facilitating convenient travel for clients. The office environment is professional and welcoming, designed to foster open communication and collaboration.

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Service Offerings: Calvin Jacobs’ service portfolio includes:

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• Investment Management: Creation and ongoing management of diversified investment portfolios aligned with client objectives.

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• Retirement Planning: Development of strategies to ensure a secure and comfortable retirement.

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• Estate Planning: Guidance on wealth transfer and estate administration to minimize tax liabilities and protect assets.

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• Tax-Efficient Investing: Implementation of investment strategies that optimize after-tax returns.

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• Financial Planning: Holistic financial planning encompassing budgeting, cash flow management, and goal setting.

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Client Feedback and Reputation: Currently, Calvin Jacobs’ company has 0 reviews on Google My Business. This indicates a relatively new or emerging business with an opportunity to build a strong reputation through positive client experiences. However, this should not be interpreted as a reflection of the quality of service provided. It’s recommended to actively seek out client testimonials and reviews to demonstrate the value of Mr. Jacobs’ expertise.

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Overall Assessment: While the lack of reviews is a notable point, Calvin Jacobs’ credentials as a financial consultant at Morgan Stanley are undoubtedly solid. Morgan Stanley is a globally recognized leader in the financial services industry, providing a framework of robust processes and ethical standards. Mr. Jacobs’ commitment to client-centric service, combined with the accessibility of his office, makes him a potentially valuable resource for individuals seeking professional financial guidance. Further due diligence, including a thorough discussion of his investment philosophy and fee structure, is recommended before engaging his services.

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Contact Information Summary:

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Information	Details
Address	3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States
Phone	5629014327
Website	advisor.morganstanley.com

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Recommendation: Scheduling an appointment with Calvin Jacobs is highly recommended to discuss your specific financial goals and explore how his services can benefit you. This allows for a detailed assessment of your needs and the opportunity to build a strong working relationship.

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"summary": "Calvin Jacobs at Morgan Stanley offers comprehensive financial consulting and investment services, prioritizing personalized wealth management with wheelchair accessibility and a commitment to client relationships.",
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