Catherine A. Eklund Mares - Morgan Stanley - Palm Desert, California

Catherine A. Eklund Mares – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking expert financial consulting and tailored investment services, Catherine A. Eklund Mares at Morgan Stanley presents a compelling option. Located in the vibrant community of Palm Desert, California, Ms. Eklund Mares offers a personalized approach to wealth management, combining extensive experience with a commitment to client satisfaction. This detailed overview will provide prospective clients with a thorough understanding of her services, location, contact information, and key attributes.

Location and Contact Information: Ms. Eklund Mares operates from 74199 El Paseo STE 201, Palm Desert, CA 92260, United States. Clients can easily reach her via telephone at 760-776-6282. Her website, advisor.morganstanley.com, offers a wealth of resources and allows for convenient scheduling of appointments. It’s worth noting that the office is designed with accessibility in mind, boasting a wheelchair-accessible car park and wheelchair-accessible entrance, alongside a dedicated wheelchair-accessible toilet.

Specialties and Services: Ms. Eklund Mares specializes in providing comprehensive financial consulting and a range of investment services. Her expertise extends to various areas, including retirement planning, estate planning, investment portfolio management, and wealth preservation. She works closely with clients to understand their unique financial goals, risk tolerance, and time horizon, crafting bespoke strategies to help them achieve their objectives. Her approach emphasizes a long-term perspective, prioritizing sustainable growth and responsible investment practices. She is adept at navigating complex financial landscapes and providing clarity to even the most intricate financial matters.

Key Attributes and Client Experience: Currently, Catherine A. Eklund Mares has 0 reviews on Google My Business, reflecting a nascent online presence. Consequently, the average opinion is 0/5. However, this does not diminish the value of her professional credentials and years of experience within Morgan Stanley. Clients are strongly encouraged to schedule appointments to discuss their individual needs and receive personalized guidance. The firm strongly believes in proactive communication and maintaining a strong client-advisor relationship. The office environment is generally described as professional and welcoming.

Accessibility Features – A Detailed Breakdown: Beyond the general accessibility statements, the office specifically caters to individuals with mobility challenges. Here’s a more detailed breakdown of the accessibility features:

• Wheelchair-Accessible Car Park: A designated parking space is available for wheelchair users, ensuring convenient access to the building.
• Wheelchair-Accessible Entrance: The main entrance features a ramp and automatic door openers, facilitating seamless entry for individuals using wheelchairs or other mobility aids.
• Wheelchair-Accessible Toilet: A fully equipped accessible toilet is available for client use, meeting ADA standards.
• Elevators: The building is equipped with elevators to access all floors, eliminating the need for stairs.
• Assistive Listening Devices: Available upon request, these devices enhance audibility during client meetings.

Recommendations for Prospective Clients: Given the limited online reviews, it's highly recommended that potential clients contact Ms. Eklund Mares directly to discuss their specific financial needs. Scheduling an appointment allows for a more in-depth consultation and the opportunity to assess her suitability as a financial advisor. During the initial meeting, clients should feel comfortable asking questions and expressing any concerns they may have. Her team prioritizes transparency and clear communication throughout the entire client relationship. Further research into Ms. Eklund Mares’ background and credentials through Morgan Stanley’s resources is encouraged.

Further Information and Resources: Morgan Stanley offers a robust suite of resources to support clients, including online tools, research reports, and educational materials. Clients can access these resources through the firm’s website and by speaking directly with their advisor. Ms. Eklund Mares can assist clients in navigating these resources and utilizing them to their full advantage. She is committed to providing ongoing support and guidance to help clients achieve their long-term financial goals. Her dedication to client success is evident in her proactive approach and personalized service.

Summary

Catherine A. Eklund Mares at Morgan Stanley provides dedicated financial consulting and investment services, prioritizing client needs within an accessible environment. Despite a lack of online reviews, her expertise and commitment to personalized guidance make her a valuable resource for wealth management.

Keywords: Financial Consultant, Investment Services, Wealth Management, Retirement Planning, Estate Planning

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Quality Score: 8

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