The Ogle Kilpatrick Group - Morgan Stanley - Rapid City, South Dakota

Introduction

The Ogle Kilpatrick Group, based at 909 St Joseph St, 6th Fl, Rapid City, SD 57701, United States, is a prominent financial consulting firm under the Morgan Stanley banner. This group specializes in providing personalized financial solutions to clients, helping them navigate the complex world of investments and financial planning. This article delves into the details of the services offered, the location and accessibility, key characteristics, practical information, and the overall experience based on available reviews.

Main Services

• Financial Consultation: The Ogle Kilpatrick Group offers comprehensive financial consulting services. Their team of experienced financial advisors works closely with clients to understand their financial goals, risk tolerance, and time horizon. They then develop tailored investment strategies to help clients achieve their objectives.
• Investment Services: The firm provides a wide range of investment services, including but not limited to, stocks, bonds, mutual funds, ETFs, and alternative investments. They also offer investment strategies for specific sectors such as healthcare, technology, and real estate.
• Retirement Planning: The team at The Ogle Kilpatrick Group specializes in retirement planning. They help clients plan for their future by developing strategies for retirement savings, pension plans, and Social Security optimization.
• Estate Planning: They assist clients in creating and implementing estate plans to protect their assets and ensure they are distributed according to their wishes after their passing. This includes wills, trusts, and other estate planning documents.
• Insurance Services: The firm offers insurance services to protect clients' assets and provide financial security for their families. This includes life insurance, disability insurance, and long-term care insurance.

Location and Access

The Ogle Kilpatrick Group is situated in the heart of Rapid City, South Dakota, at 909 St Joseph St, on the 6th floor. The building is easily accessible from various public transportation routes, with the nearest bus stop just a short walk away. The area is known for its vibrant business community and historic architecture.

For those driving, there is a wheelchair-accessible car park available on-site, providing ample parking spaces for clients and visitors. The building also features a wheelchair-accessible entrance and toilet, ensuring the premises are accessible to all.

Featured Characteristics

• Morgan Stanley Affiliation: Being part of Morgan Stanley, The Ogle Kilpatrick Group benefits from the global financial giant's extensive resources, research, and investment capabilities. This allows the group to provide clients with top-tier financial advice and investment opportunities.
• Personalized Approach: The firm prides itself on its personalized approach to financial planning. They take the time to understand each client's unique situation and goals, tailoring their services to meet these specific needs.
• Experienced Team: The Ogle Kilpatrick Group's team consists of seasoned financial advisors with years of experience in the industry. Their expertise and commitment to staying updated with the latest market trends ensure clients receive the best possible advice.

Practical Information

To contact The Ogle Kilpatrick Group, you can call them at 6053993119. Alternatively, you can visit their website at advisor.morganstanley.com for more information about their services and team.

It is recommended to schedule an appointment before visiting the office. This ensures the team can dedicate sufficient time to understand and address your financial needs.

Opinions and Average Rating

As of now, The Ogle Kilpatrick Group has 0 reviews on Google My Business. While this lack of reviews might seem concerning, it could also indicate that the firm primarily serves clients with a high degree of privacy, who may be less likely to leave public reviews. Therefore, it's crucial to consider other factors when evaluating the firm.

However, the firm's affiliation with Morgan Stanley, the experience of its team, and its commitment to personalized service are strong indicators of the quality of service clients can expect. It is always a good idea to ask for references or speak to current clients (if they are willing) to gain insights into their experiences with the firm.