Legacy Wealth Management of Cherry Creek - Morgan Stanley - Denver, Colorado

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Legacy Wealth Management of Cherry Creek – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking expert financial consulting and sophisticated investment services, Legacy Wealth Management of Cherry Creek – Morgan Stanley presents a compelling option. Located in the heart of Denver, Colorado, this firm offers a personalized approach to wealth management, rooted in the stability and global resources of Morgan Stanley. It’s a firm dedicated to building and preserving client wealth through tailored strategies and a deep understanding of individual financial goals.

Location & Contact Information: Legacy Wealth Management operates from a prestigious address at 3033 E 1st Ave #820, Denver, CO 80206. Interested parties can easily reach them by phone at 33165100. Their official website, advisor.morganstanley.com, provides a wealth of information about their services and team.

Key Features & Specialties: As a Morgan Stanley firm, Legacy Wealth Management benefits from a vast network and extensive research capabilities. Their core competencies include:

• Investment Management: They offer a range of investment strategies, including portfolio construction, asset allocation, and ongoing performance monitoring.
• Financial Planning: Comprehensive financial planning services are available to help clients address their short-term and long-term financial objectives.
• Retirement Planning: Dedicated support for retirement savings and income strategies.
• Estate Planning: Guidance on strategies to protect and transfer wealth.

Accessibility & Amenities: Legacy Wealth Management demonstrates a commitment to inclusivity, offering several accessibility features. The office is equipped with a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available. Appointments are highly recommended to ensure dedicated attention and facilitate a productive consultation.

Current Feedback: Currently, Legacy Wealth Management of Cherry Creek – Morgan Stanley has 0 reviews on Google My Business, indicating a limited public feedback record at this time. The average opinion is 0/5, suggesting a need for more client testimonials to build confidence.

Important Note: It’s crucial to acknowledge the lack of current client reviews. While the firm’s affiliation with Morgan Stanley offers a degree of assurance, prospective clients should conduct their own due diligence and seek independent verification of the firm’s performance and client satisfaction.

Recommendation: Given its affiliation with a globally recognized firm, its Denver location, and a focus on personalized wealth management, Legacy Wealth Management of Cherry Creek – Morgan Stanley represents a potentially valuable resource for individuals seeking professional financial guidance. We strongly encourage interested parties to visit their website at advisor.morganstanley.com to schedule an appointment and discuss your specific financial needs. Don’t hesitate to reach out directly at 33165100 to explore how they can help you achieve your financial goals.

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