Legacy Wealth Management of Southern California - Morgan Stanley - Sherman Oaks, California

When seeking expert guidance in managing your legacy wealth in Southern California, Legacy Wealth Management of Southern California - Morgan Stanley stands out as a distinguished choice. Located at 15260 Ventura Blvd Suite 1900, Sherman Oaks, CA 91403, United States, this reputable firm offers a blend of financial expertise and investment services tailored to meet the unique needs of wealth management.

The firm's contact information is readily accessible: you can reach them by phone at 8183825742. For those preferring digital communication, their website advisor.morganstanley.com provides comprehensive insights into their services and expertise. It's noteworthy that while the reviews on Google My Business are scarce, with 0 reviews and an average opinion of 0/5, it's crucial to consider reaching out directly to gather more personalized information.

Legacy Wealth Management of Southern California specializes in Financial Advisor services and Investment Services. Their commitment to accommodating clients is evident in their facility's wheelchair-accessible car park, entrance, and toilet. This inclusivity ensures that everyone has access to their high-quality financial advisory services.

For individuals considering managing their wealth legacy, it's recommended to take appointments beforehand. This proactive step allows for a more personalized consultation, ensuring that your financial future receives the attention it deserves. The office is equipped to assist with a wide range of financial planning needs, making it a suitable choice for those looking to secure their legacy.

Despite the lack of online reviews, Legacy Wealth Management of Southern California boasts a strong brand association with Morgan Stanley, a global leader in financial services. This affiliation suggests a level of reliability and expertise that can be reassuring for potential clients.