The CU Focus Group - Morgan Stanley

The CU Focus Group – Morgan Stanley Financial consultant in Jacksonville
50 N Laura St Ste 2000, Jacksonville, FL 32202

The CU Focus Group at Morgan Stanley is a reputable financial consultancy located in the heart of Jacksonville at 50 N Laura St Ste 2000. As part of Morgan Stanley, a globally recognized financial services firm, The CU Focus Group provides expert financial advice and wealth management services tailored to individual and institutional clients. Positioned in the America/New_York time zone, this location is well-situated to serve the financial needs of clients in Jacksonville and beyond. Although specific average ratings from reviews are not provided here, Morgan Stanley's longstanding reputation suggests a high level of client satisfaction and trust.

Services Offered

• Wealth Management
• Financial Planning
• Investment Advisory
• Retirement Planning
• Insurance Services

Cost Range

The fees for financial consulting services can vary significantly based on the complexity of your portfolio and the specific services required. Typically, investment advisory fees range from 0.5% to 2% of assets under management annually. It's advisable to contact The CU Focus Group directly for a personalized quote.

Local Tips

Located in downtown Jacksonville, The CU Focus Group is easily accessible via public transportation and offers convenient parking options nearby. Clients visiting the area can also enjoy numerous dining and shopping opportunities, as well as scenic views along the St. Johns River.

FAQs

• What is the initial consultation process like? The initial consultation typically involves a comprehensive discussion about your financial goals, risk tolerance, and investment preferences. This is an opportunity for the consultants to understand your needs and for you to get a feel for their expertise.
• How often will I receive updates on my investment portfolio? Clients can expect regular updates and reviews, with frequency tailored to individual preferences. Typically, this could range from monthly to quarterly reviews.
• Is there a minimum investment requirement? While Morgan Stanley may have minimum investment thresholds, it is best to contact The CU Focus Group directly to discuss specific requirements.

America/New_York time zone
average rating from reviews for The CU Focus Group – Morgan Stanley: