The Skyline Wealth Management Group - Morgan Stanley - San Jose, California

The Skyline Wealth Management Group - Morgan Stanley

The Skyline Wealth Management Group, a distinguished entity of Morgan Stanley, is a prominent financial services firm situated at 225 W Santa Clara St Suite 900, San Jose, CA 95113. This group, helmed by Emilio and his adept team, offers specialized financial consultation and investment services to cater to the diverse needs of their clientele. To get in touch, one can reach them via phone at 4089472213 or explore their comprehensive website at advisor.morganstanley.com. The firm's specialties include financial consultation and investment services, reflecting their commitment to helping clients secure their financial future.

Accessibility and Appointments

The Skyline Wealth Management Group values accessibility for all clients. The offices boast wheelchair accessible entrance, parking lot, and restrooms, ensuring that all individuals can comfortably access their services. While walk-ins are welcomed, appointments are highly recommended to ensure personalized attention and seamless consultation.

Client Feedback and Testimonials

The Skyline Wealth Management Group has garnered a total of 2 reviews on Google My Business, reflecting the firm's commitment to client satisfaction. Clients have praised the group for their professionalism, expertise, and personalized approach to managing their finances. One client, for instance, shares their satisfaction with the portfolio mix that respected their risk tolerance and helped them navigate market downturns. Another appreciates the accessibility and guidance provided by Emilio when needed.

Average Opinion: 3/5

With a moderate average rating of 3/5, the Skyline Wealth Management Group demonstrates a solid track record in delivering financial consultation and investment services. While there is room for growth and improvement, it's evident that the team is dedicated to providing a high level of service and personalized attention to their clients.

Recommendation

For individuals seeking a reputable financial services firm, The Skyline Wealth Management Group - Morgan Stanley is a prime choice. With a strong focus on personalized service, investment expertise, and a commitment to accessibility, they are well-equipped to guide clients through their financial journey. Whether you're looking to secure your future, grow your wealth, or seek guidance on market strategies, The Skyline Wealth Management Group is here to help. We encourage you to explore their website, review their services, and consider reaching out to Emilio and his team for a personalized consultation. Let's embark on your financial journey together.

👍 Reviews of The Skyline Wealth Management Group - Morgan Stanley

Charlene C.

5/5

Emilio and his team are consumate professionals. They have managed my family accounts for over ten years and established a portfolio mix that respected my risk tolerance and helped me weather market downturns. Emilio was always accessible when I needed guidance on market strategies and financial advice. We are grateful for his professionalism and quality of service.

Lucie N.

1/5

One star is generous. This group, particularly Alan Jung, preys upon elderly, ill people with no investment knowledge. Run, do MIT walk, away. Reported to FINRA; hopefully they will choose to turn things around however unlikely. Appalling and shameful. Absolutely an abuse of trust.