The Carroll Group - Morgan Stanley - Fort Lauderdale, Florida

The Carroll Group – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking expert financial advisory and comprehensive investment services, The Carroll Group – Morgan Stanley presents a distinguished option. Located in the heart of Fort Lauderdale, Florida, this firm operates as a vital part of Morgan Stanley, a globally recognized leader in the financial industry. The Carroll Group specializes in providing tailored financial strategies, encompassing wealth management, retirement planning, estate planning, and investment portfolio construction. They cater to a diverse clientele, ranging from high-net-worth individuals to families seeking to secure their financial futures.

Address: 350 E Las Olas Blvd Ste 1500, Fort Lauderdale, FL 33301, United States.
Phone: 9547623061
Website: advisor.morganstanley.com

Specialties: Financial Advisor, Investment service.

Other Points of Interest: The Carroll Group demonstrates a commitment to accessibility and convenience for all clients. The office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the facility. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are strongly recommended to guarantee dedicated attention and personalized service. This proactive approach underscores their dedication to client satisfaction.

Key Features and Services:

• Wealth Management: The Carroll Group assists clients in managing their overall wealth, including budgeting, cash flow analysis, and identifying opportunities for growth.
• Investment Portfolio Construction: They develop customized investment portfolios aligned with individual risk tolerance, financial goals, and time horizons. This often involves utilizing a range of asset classes, including stocks, bonds, mutual funds, and alternative investments.
• Retirement Planning: A crucial aspect of their service is helping clients plan for a comfortable and secure retirement, considering factors such as estimated expenses, Social Security benefits, and tax implications.
• Estate Planning: The Carroll Group collaborates with estate planning attorneys to develop comprehensive estate plans, ensuring assets are distributed according to clients’ wishes and minimizing potential tax liabilities.
• Financial Planning for Life Events: They provide guidance and support during significant life events, such as marriage, divorce, the birth of a child, or the purchase of a home.

Accessibility and Amenities: The firm’s location at 350 E Las Olas Blvd offers a modern and professional environment. Beyond the accessibility features mentioned earlier, the office maintains a welcoming atmosphere conducive to productive discussions and collaborative planning. The team emphasizes clear communication and a client-centric approach to building long-term relationships.

Opinions and Reputation: Currently, The Carroll Group – Morgan Stanley has 0 reviews on Google My Business. This lack of publicly available reviews does not necessarily reflect the quality of service offered, but rather indicates a limited number of clients who have actively shared their experiences online. However, being part of Morgan Stanley provides a level of stability and credibility.

Average Opinion: 0/5.

Why Choose The Carroll Group – Morgan Stanley Selecting a financial advisor is a significant decision. The Carroll Group distinguishes itself through its affiliation with Morgan Stanley, a firm with a long-standing reputation for integrity and expertise. The team’s individual experience and commitment to client success are also key differentiators. They prioritize understanding each client’s unique circumstances and tailoring solutions accordingly. Moreover, the firm's dedication to accessibility demonstrates a commitment to serving all clients effectively. While the absence of recent reviews is noteworthy, the firm’s strong foundation and established track record suggest a reliable and professional service offering. Potential clients are encouraged to contact the firm directly to discuss their financial goals and explore how The Carroll Group – Morgan Stanley can assist them.

Contact Information Summary:

In conclusion, The Carroll Group – Morgan Stanley provides a solid foundation for individuals seeking comprehensive financial planning and investment guidance. Their location, accessibility, and affiliation with Morgan Stanley contribute to their appeal, although prospective clients should actively seek independent verification of their performance and service quality.