Review James Whalen, Financial Advisor At Morgan Stanley In albany, new-york, united-states | Finance In Albany
Only 50% People Answered Yes For the Poll
1 Votes
1 Votes
James Whalen, Financial Advisor At Morgan Stanley
80 State Street Fl 12
Albany,
New-york,United-states - 12207
Detailed description is I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.
As your Financial Advisor, I can help construct an investment portfolio that is in line with your goals and objectives, as well as your tolerance for risk.
As the world continues to become more complex, the value of experience and advice grows with each passing day.
.
.
Contact me if: .
.
*You are interested in financial planning and investment management strategies.
.
*You have questions on a 401(k) rollover.
.
*You are a business owner that would like to review your 401(k) or other corporate retirement plan.
.
*You would like to open a 529 account to fund your child's college education.
.
*You are interested in obtaining life insurance or an annuity to help preserve your family and your assets .
.
*You are interested in learning more about long-term-care insurance.
.
*You would like to learn more about creative lending solutions.
.
I do not have a take it or leave it approach.
I construct financial plans that ease the concerns of my clients and provide a path toward the retirement lifestyle one would hope to achieve.
Some clients simply utilize my services for advice and overall consulting on investments.
Many lean heavily on my advice, while others like to call their own shots.
I mostly utilize individual stocks, bonds, mutual funds, and ETFs.
Through Morgan Stanley, my clients have access to a broad range of financial solutions..
.
I have specifically focused on working with plan sponsors that are frustrated with the service they are receiving, or the platform they are using for their 401(k), or other employer-sponsored plan.
I can help to identify the best platform based off of asset levels and participant balances.
On the service side, I take the time to make myself available to participants, discuss investment strategies, and provide on-going review.
.
.
I hold NASD Series 7, Series 66 licenses, as well as Life, Accident and Health Insurance licenses..
.
Disclaimers: .
© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications.
MSSB will not accept purchase or sale orders via Facebook or its messaging systems.
MSSB is not responsible for content posted by third-parties.
MSSB does not provide tax or legal service – please consult a tax advisor.
Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.
.
The investments listed may not be suitable for all investors.
Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor.
The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives..
.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates..
.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.
Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services..
.
NMLS#: 1460455
Established in the recent years James Whalen, Financial Advisor at Morgan Stanley in albany , new-york in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this James Whalen, Financial Advisor at Morgan Stanley is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Keywords List :
Finance in united statesFinance in new yorkFinance in albanyFinance in 12207Financial service in united statesFinancial service in new yorkFinancial service in albanyFinancial service in 12207Advisor financialAt financialMorgan jamesAt jamesFinancial jamesFinancial morganFinancial stanleyAt morganJames whalenFinancial advisor at morgan stanleyAlbany financial financeAlbany new yorkMorgan stanley albanyFinance in new yorkAdvisor financialAt financialMorgan jamesFinancial stanleyAt morganJames whalenAlbany new york
Frequently Asked Questions About This Location