The Marcus Soundview Group - Morgan Stanley

The Marcus Soundview Group – Morgan Stanley Financial consultant in Stamford
4 Landmark Square 2nd Floor, Stamford, CT 06901

The Marcus Soundview Group, a part of Morgan Stanley, is a financial consulting firm located at 4 Landmark Square, 2nd Floor, Stamford, CT 06901. Positioned in the heart of Stamford, this group provides expert financial advisory services tailored to meet the unique needs of individuals and businesses in the area. Known for their personalized approach, the team at The Marcus Soundview Group leverages Morgan Stanley's extensive resources to offer comprehensive investment strategies, retirement planning, and wealth management solutions. Although specific average ratings are not provided, clients generally appreciate their professionalism and dedication to helping them achieve their financial goals.

Services Offered:

• Investment Strategies
• Retirement Planning
• Wealth Management
• Financial Planning
• Estate Planning

Local Tips:

Located in the bustling area of Landmark Square in Stamford, clients visiting The Marcus Soundview Group can enjoy the nearby amenities and dining options. It's advisable to schedule an appointment in advance to ensure dedicated time with a consultant. Parking is available in the area, but it can be busy during peak hours.

Frequently Asked Questions:

What should I bring to my first consultation?

It is recommended to bring financial documents such as recent bank statements, investment account details, and any existing financial plans or goals.

Is there a fee for an initial consultation?

Initial consultations may be complimentary, but it's best to verify this when scheduling your appointment.

How often will I meet with my financial consultant?

The frequency of meetings can vary based on your individual needs and financial goals, typically ranging from quarterly to annual reviews.

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