The Ho|Felton Team - Morgan Stanley - Pasadena, California

Okay, here’s a detailed overview of “The Ho|Felton Team – Morgan Stanley,” presented in a formal and approachable style, designed to be helpful to potential clients:

The Ho|Felton Team – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking expert financial consulting and investment services, The Ho|Felton Team at Morgan Stanley presents a compelling option. This team, strategically located in Pasadena, California, offers a personalized approach to wealth management, prioritizing client goals and long-term financial security. Let’s explore the details of this firm to determine if they align with your needs.

Location & Contact Information: The Ho|Felton Team operates from a prestigious address at 55 S Lake Ave Ste 700, Pasadena, CA 91101. You can easily reach them by phone at 64491240. Their website, advisor.morganstanley.com, offers valuable resources and a deeper dive into their services.

Specialties & Services: As a Morgan Stanley team, The Ho|Felton Team specializes in delivering tailored financial consulting. They provide a comprehensive suite of investment services, including portfolio management, retirement planning, estate planning, and tax-efficient investing. They work with a diverse clientele, adapting their strategies to meet individual circumstances and objectives. Crucially, they are dedicated to building lasting relationships based on trust and transparency.

Accessibility & Amenities: Recognizing the importance of accessibility, The Ho|Felton Team has taken steps to ensure a welcoming environment for all clients. They offer a wheelchair accessible entrance, wheelchair accessible parking, and a dedicated wheelchair accessible restroom. In addition, they provide standard restroom facilities. Appointments are highly recommended to guarantee dedicated time and personalized attention.

Client Feedback & Current Standing: Currently, The Ho|Felton Team has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While this limited feedback requires further investigation, it’s important to acknowledge that the team is relatively new to public reviews.

Key Features Summary:

• Expertise: Experienced financial consultants and investment advisors.
• Location: Pasadena, California – a convenient location for clients in the Southern California region.
• Accessibility: Fully wheelchair accessible facilities.
• Resources: Robust online resources available through their Morgan Stanley website.

Recommendation: Given their established presence within Morgan Stanley and their commitment to client-centric service, The Ho|Felton Team presents a solid foundation for individuals seeking professional financial guidance. While current reviews are scarce, the team’s accessibility and dedicated approach suggest a positive experience. We strongly encourage potential clients to visit their website at advisor.morganstanley.com to schedule a consultation and discuss your specific financial goals. Let The Ho|Felton Team help you build a secure and prosperous future.