Harbor Island Group - Morgan Stanley - Newport Beach, California

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Harbor Island Group – Morgan Stanley: A Premium Financial Advisory Service

For discerning investors seeking sophisticated and personalized financial guidance, the Harbor Island Group – a division of Morgan Stanley – presents a compelling option. Located in the prestigious coastal community of Newport Beach, California, this team offers a comprehensive suite of investment services and is dedicated to helping clients achieve their long-term financial goals. The group operates from a modern and accessible office at Address: 800 Newport Center Dr Ste 500, Newport Beach, CA 92660, United States. Prospective clients can easily reach them at Phone: 9497175461, or visit their website for more details: Website: advisor.morganstanley.com.

Key Features and Specializations

The Harbor Island Group specializes in providing financial advisor services to a range of clients, primarily focusing on high-net-worth individuals and families. Their expertise encompasses a wide array of financial planning areas, including:

• Investment Management: They construct and manage bespoke investment portfolios tailored to individual risk tolerances and objectives.
• Retirement Planning: Strategic planning for a secure and comfortable retirement is a core service.
• Estate Planning: Guidance on wealth transfer and legacy planning is offered in conjunction with legal professionals.
• Tax Optimization: The group works to minimize tax liabilities through strategic investment and planning.

Accessibility and Amenities

Recognizing the importance of convenience, the Harbor Island Group has prioritized accessibility. The office features:

• Wheelchair-Accessible Car Park
• Wheelchair-Accessible Entrance
• Wheelchair-Accessible Toilet
• Accessible Restrooms

Appointments are strongly recommended to ensure dedicated attention and a thorough discussion of your financial needs.

Current Feedback and Reputation

Currently, the Harbor Island Group has 0 reviews on Google My Business, indicating a relatively new or emerging presence. The average opinion is 0/5, which suggests a need for further client testimonials and positive feedback. However, as a Morgan Stanley division, the group benefits from the established reputation and resources of a globally recognized financial institution.

Contacting the Team

The Harbor Island Group – Morgan Stanley is committed to providing a personalized and professional investment service. We encourage potential clients to explore their offerings further by visiting their website: advisor.morganstanley.com. To schedule a consultation and discuss your financial goals in detail, we strongly recommend contacting them directly via telephone at 9497175461.

Considering your financial future Reach out to the Harbor Island Group today to discover how they can help you achieve your aspirations.