Nancy F Allen - Morgan Stanley

Nancy F Allen – Morgan Stanley Financial consultant in Boston
28 State St 26th Floor, Boston, MA 02109

Nancy F. Allen is a seasoned financial consultant with Morgan Stanley, located at 28 State St, 26th Floor, Boston, MA 02109. Known for her expertise in financial planning and investment management, Nancy has garnered a strong reputation within the Boston community. Clients appreciate her personalized approach and deep understanding of market trends, which are reflected in the positive reviews she consistently receives. Operating in the America/New_York time zone, she is accessible and responsive to the needs of her clients, ensuring they receive tailored financial advice that aligns with their individual goals.

Services Offered

• Investment Management
• Retirement Planning
• Wealth Management
• Estate Planning
• Tax-Advantaged Investment Strategies

Average Cost Range

The cost for financial consulting services can vary based on the complexity of the client's needs. Generally, Morgan Stanley consultants might charge a percentage of assets under management, typically ranging from 0.5% to 2% annually. Initial consultations are often complimentary.

Local Tips

• Consider scheduling an appointment in advance, as Nancy is highly sought after due to her expertise.
• The office is conveniently located in downtown Boston, easily accessible by public transportation.
• Take advantage of the vibrant local dining scene for a business lunch nearby.

FAQs

What should I prepare for my first meeting with Nancy?

Bring any relevant financial documents, such as recent tax returns, investment account statements, and details of any existing financial plans. Be prepared to discuss your financial goals and any specific concerns you have.

How often should I meet with my financial consultant?

It's recommended to meet with your financial consultant at least once a year or whenever significant life changes occur, such as retirement, marriage, or purchasing a home.

Can Nancy assist with both individual and business financial planning?

Yes, Nancy F. Allen provides financial planning services tailored to both individuals and businesses, ensuring comprehensive strategies are in place for all clients.

America/New_York time zone
average rating from reviews for Nancy F Allen – Morgan Stanley: