The Round Barn Group - Morgan Stanley - Santa Rosa, California

When searching for financial advisory services in Santa Rosa, CA, one notable entity to consider is The Round Barn Group, a branch of Morgan Stanley, located at 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403. This firm specializes in financial consulting and investment services, positioning it as a reliable partner for investors seeking expert advice and strategic planning.

The Round Barn Group, despite its prestigious affiliation with Morgan Stanley, maintains a unique physical presence with Wheelchair accessible entrance, ensuring that accessibility is not an afterthought for their clients. Their facilities also include a wheelchair accessible parking lot and an accessible restroom, making it convenient and comfortable for all visitors.

For those considering reaching out, it's recommended to book an appointment. This proactive step can help ensure that your financial needs are addressed promptly and effectively. The company's contact information is readily available online, with a phone number 075241000 for immediate inquiries.

Interessingly, The Round Barn Group has garnered attention, though relatively limited, with reviews on Google My Business. Currently, there are no reviews listed, and the average opinion stands at a neutral 0/5. This lack of feedback might prompt potential clients to seek additional insights or consider reaching out directly to ask questions and clarify services offered.

The company's official website, advisor.morganstanley.com/the-round-barn-group, provides a wealth of information about their services, philosophy, and how they can assist individual and institutional investors. It's a comprehensive resource that covers their specialties in financial consulting and investment services, offering detailed insights into how they tailor their strategies to meet diverse client needs.

Given the importance of accessibility and the firm's commitment to providing high-quality financial advice, The Round Barn Group stands out as a thoughtful choice for those in the Santa Rosa area seeking professional guidance. Although the average opinion might not reflect the personalized service this group aims to deliver, the opportunity to book an appointment and discuss your financial future directly with their experts cannot be overstated.

For those intrigued and ready to take the next step in managing their financial health, visiting their website is the first and most straightforward action to schedule a consultation. This proactive approach ensures that you're not just browsing options but actively engaging with professionals who can help shape your financial future. The Round Barn Group, with its blend of Morgan Stanley's reputation and a focus on accessibility and personalized service, is worth reaching out to for your investment and financial consulting needs.