The Klausner Duffy DiSalvo Investment Group - Morgan Stanley - Indianapolis, Indiana
Address: 800 E 96th St Ste 400, Indianapolis, IN 46240.
Phone: 78187300.
Website: advisor.morganstanley.com
Specialties: Financial consultant, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of The Klausner Duffy DiSalvo Investment Group - Morgan Stanley
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The Klausner Duffy DiSalvo Investment Group – Morgan Stanley: A Comprehensive Overview
For discerning investors seeking expert financial consulting and tailored investment services, The Klausner Duffy DiSalvo Investment Group – Morgan Stanley presents a compelling option. This specialized team operates as a division within the globally recognized financial institution, Morgan Stanley, and is dedicated to providing comprehensive wealth management solutions to a select clientele.
Location & Contact Information: The group’s primary location is situated at 800 E 96th St Ste 400, Indianapolis, IN 46240. Interested individuals can readily contact them via telephone at 78187300. For further information and details about their services, a visit to their website is highly recommended: advisor.morganstanley.com.
Key Features & Specialties: As a Morgan Stanley entity, the Klausner Duffy DiSalvo Investment Group leverages the extensive resources and expertise of one of the world’s leading financial firms. They focus on providing a personalized approach to investment management, encompassing a wide range of services including portfolio construction, retirement planning, estate planning, and tax-efficient strategies. Their core competency lies in helping clients achieve their long-term financial goals through informed and strategic decision-making. They pride themselves on building strong, trusting relationships with their clients.
Accessibility & Amenities: The firm is committed to providing a welcoming and accessible environment for all clients. The office features:
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
- Restroom facilities
Client Feedback & Current Status: Currently, The Klausner Duffy DiSalvo Investment Group – Morgan Stanley has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While the lack of reviews necessitates caution, it’s important to note this is a relatively new entity within Morgan Stanley’s network, and their reputation is still developing.
Recommended Actions: Given their affiliation with Morgan Stanley and their commitment to accessibility, this group represents a potentially valuable resource for investors. However, prospective clients are strongly encouraged to conduct their own due diligence, including researching the team's individual credentials and experience.
Final Recommendation: We recommend that anyone seeking professional financial advice and sophisticated investment solutions explore the services offered by The Klausner Duffy DiSalvo Investment Group – Morgan Stanley. To gain a more detailed understanding of their approach and discuss your individual needs, we strongly suggest visiting their website at advisor.morganstanley.com and scheduling an appointment.
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