The Skyline Wealth Management Group - Morgan Stanley - San Jose, California

About The Skyline Wealth Management Group - Morgan Stanley

The Skyline Wealth Management Group, an esteemed branch under Morgan Stanley, is located at 225 W Santa Clara St Suite 900, San Jose, CA 95113, United States. This financial powerhouse specializes in offering financial consulting and investment services to individuals looking to grow and manage their wealth effectively. For immediate assistance or inquiries, you can reach out to them directly at 408-947-2213.

Location & Accessibility

The office of The Skyline Wealth Management Group is conveniently situated and wheelchair-accessible, ensuring a welcoming environment for all clients. The venue boasts a car park that accommodates wheelchairs, an entrance designed for ease of access, and accessible toilets. This attention to detail demonstrates their commitment to serving a diverse clientele.

Contact Information & Reviews

For those looking to make an appointment or seek further information, it's recommended to visit their website at advisor.morganstanley.com. On Google My Business, clients have shared their experiences, with only 2 reviews indicating a average opinion of 3/5. These whispers of feedback suggest a solid foundation of professional service, though there's always room for improvement.

Specialties & Services

Financial Consultation and Investment Services stand at the core of what The Skyline Wealth Management Group offers. Clients can expect personalized advice tailored to their specific financial goals and risk tolerance. The team's expertise ensures that portfolios are not just diversified but also resilient against market fluctuations.

Recommendations for Prospective Clients

For individuals considering engaging with The Skyline Wealth Management Group, it's advisable to book an appointment beforehand. This ensures a tailored consultation with Emilio and his team, who have been guiding families through the complex world of finance for over a decade. Their track record speaks volumes about their capability to navigate market challenges and provide sound financial advice.

Though the average opinion hints at some room for enhancement in client satisfaction, the positive feedback from Emilio's clients underscores a strong commitment to professional excellence and quality service. This blend of experience and a willingness to listen and adapt makes The Skyline Wealth Management Group a notable choice for those seeking to optimize their financial futures.

👍 Reviews of The Skyline Wealth Management Group - Morgan Stanley

Charlene C.

5/5

Emilio and his team are consumate professionals. They have managed my family accounts for over ten years and established a portfolio mix that respected my risk tolerance and helped me weather market downturns. Emilio was always accessible when I needed guidance on market strategies and financial advice. We are grateful for his professionalism and quality of service.

Lucie N.

1/5

One star is generous. This group, particularly Alan Jung, preys upon elderly, ill people with no investment knowledge. Run, do MIT walk, away. Reported to FINRA; hopefully they will choose to turn things around however unlikely. Appalling and shameful. Absolutely an abuse of trust.