Lacey Wedell - Morgan Stanley - Pleasanton, California

When searching for financial guidance and investment services, Lacey Wedell at Morgan Stanley stands out as a notable professional. Located at 4309 Hacienda Dr Ste 200, Pleasanton, CA 94588, United States, Lacey Wedell is accessible by phone at 925-730-3802. For those interested in delving deeper into her expertise, her professional website can be found at advisor.morganstanley.com.

Specialties: As a financial consultant and investment services provider, Lacey Wedell offers comprehensive advice tailored to meet individual clients' needs. Her expertise covers a broad spectrum of financial planning and investment strategies, ensuring that clients receive personalized and expert guidance.

For potential clients, it's important to note that the office is equipped with accessibility features to ensure a comfortable visit for everyone. The parking area is wheelchair-accessible, along with a wheelchair-accessible entrance and wheelchair-accessible toilet. This attention to detail shows a commitment to inclusivity and customer comfort.

Opinions and average rating on platforms like Google My Business are currently limited, with no reviews available. This lack of feedback is a point of interest and might suggest there's room for growth in terms of client testimonials and reviews. However, the average opinion score is currently set at 0/5, which is a matter of concern and requires potential clients to seek additional information or consider multiple financial advisors before making a decision.

Given the current situation, it's crucial for anyone considering financial consultancy or investment services to conduct thorough research. While Lacey Wedell's direct online reviews are scarce, her affiliation with Morgan Stanley, a well-established financial institution, might offer a level of security and reputation assurance.

We highly recommend reaching out directly through her professional website to schedule an appointment and discuss your financial goals. It's always wise to have a face-to-face or phone consultation to ensure the advisor's approach aligns with your expectations and financial situation. Remember, finding the right financial advisor is a personal decision that can significantly impact your financial future.