The Evergreen Group - Morgan Stanley - Pasadena, California

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The Evergreen Group – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking expert financial consulting and comprehensive investment services, The Evergreen Group – Morgan Stanley presents a distinguished option. This dedicated team operates as a branch of the globally recognized investment bank, Morgan Stanley, and is committed to delivering tailored financial strategies to their clients. They prioritize building long-term relationships based on trust and a deep understanding of each client’s unique circumstances and goals.

Location & Contact Information: The Evergreen Group – Morgan Stanley is strategically located at 55 S Lake Ave Ste 700, Pasadena, CA 91101, United States. Clients can easily reach them at 626-584-3483. Their website, advisor.morganstanley.com, offers a wealth of resources and allows for convenient online inquiries.

Key Specializations: The Evergreen Group specializes in a range of services including:

• Wealth Management: Helping clients build and preserve their wealth through strategic investment planning.
• Retirement Planning: Developing personalized plans to ensure a secure and comfortable retirement.
• Investment Management: Offering a diverse portfolio of investment options aligned with client risk tolerance and objectives.
• Estate Planning: Collaborating with legal professionals to create comprehensive estate plans.

Accessibility & Amenities: Recognizing the importance of inclusivity, The Evergreen Group – Morgan Stanley has made significant efforts to ensure accessibility for all clients. The office features:

• A wheelchair-accessible car park.
• A wheelchair-accessible entrance.
• A wheelchair-accessible toilet.
• Standard toilets.

Client Feedback & Current Status: Currently, The Evergreen Group – Morgan Stanley has 0 reviews on Google My Business, indicating a relatively new or nascent online presence. The average opinion is 0/5, suggesting an opportunity for the team to build a stronger reputation through positive client experiences. It’s important to note that this is a very early stage in terms of public feedback.

Important Considerations: Appointments are highly recommended to ensure dedicated attention and personalized service. Clients can schedule consultations directly through the Morgan Stanley advisor portal or by contacting the office.

Overall Recommendation: The Evergreen Group – Morgan Stanley represents a compelling option for discerning investors seeking a reputable and experienced financial consultant. While currently lacking extensive online reviews, their affiliation with Morgan Stanley and commitment to client service provide a solid foundation. We strongly encourage potential clients to explore their offerings further and schedule an appointment to discuss their individual financial needs. Visit their website at advisor.morganstanley.com today to begin the conversation.