The Lakes Region Group - Morgan Stanley - Gilford, New Hampshire

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The Lakes Region Group – Morgan Stanley: A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial consulting and investment services in the Lakes Region of New Hampshire, The Lakes Region Group – Morgan Stanley stands as a reliable and experienced partner. Located at 14 Country Club Rd, Gilford, NH 03249, United States, this dedicated team provides tailored strategies designed to meet a wide range of financial goals. With a firm foundation rooted in the global resources of Morgan Stanley, The Lakes Region Group offers a unique blend of local expertise and sophisticated investment capabilities.

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Location and Accessibility: The group’s physical location at 14 Country Club Rd in Gilford is strategically positioned to serve clients throughout the Lakes Region. Notably, the office prioritizes accessibility, boasting a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring convenience for all visitors. Furthermore, they offer a wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Appointments are highly recommended to guarantee personalized attention and dedicated service. The team understands the importance of a comfortable and accessible experience for every client.

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Specialties and Services: The Lakes Region Group specializes in a broad spectrum of financial consulting and investment services. Their core competencies include:

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• Retirement Planning: Developing and implementing strategies to ensure a secure and comfortable retirement.

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• Investment Management: Constructing and managing diversified investment portfolios aligned with individual risk tolerance and financial objectives.

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• Estate Planning: Providing guidance on estate planning, including wills, trusts, and asset protection strategies.

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• Education Funding: Assisting families in planning for the costs of higher education.

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• Tax Planning: Collaborating with tax professionals to optimize tax efficiency.

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• Wealth Preservation: Implementing strategies to protect and grow wealth across generations.

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Morgan Stanley Connection: As part of Morgan Stanley, The Lakes Region Group benefits from access to a vast network of research, technology, and global markets. This affiliation provides clients with unparalleled access to sophisticated investment tools and insights. However, the team maintains a strong local presence, ensuring that client needs are addressed with a personal touch and a deep understanding of the Lakes Region community.

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Current Status and Reviews: Currently, The Lakes Region Group – Morgan Stanley has 0 reviews on Google My Business. This indicates a relatively new or developing online presence, suggesting a strong focus on building client relationships and providing exceptional service. The average opinion, reflected by the 0/5 rating, highlights the need for clients to share their experiences to provide valuable feedback and contribute to the firm’s growth.

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Recommended Information for Prospective Clients: Considering engaging with The Lakes Region Group Here’s a curated list of recommended information:

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• Contact Information: Phone: 6035281390

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• Website: advisor.morganstanley.com

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• Address: 14 Country Club Rd, Gilford, NH 03249, United States

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• Appointments: Appointments are strongly recommended to facilitate a thorough discussion of your financial goals and needs.

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• Accessibility: The office is fully accessible, including a wheelchair-accessible car park, entrance, and toilet.

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Overall Impression: The Lakes Region Group – Morgan Stanley represents a compelling option for individuals and families seeking professional financial advice and investment management within the Lakes Region. While currently lacking online reviews, the firm’s affiliation with Morgan Stanley and its commitment to accessibility suggest a dedication to providing high-quality service. We encourage prospective clients to contact the team directly to schedule an appointment and explore how their expertise can help achieve their financial aspirations. The team’s ability to combine global resources with local knowledge positions them as a valuable partner in navigating the complexities of wealth management.

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"summary": "The Lakes Region Group – Morgan Stanley is a dedicated financial consulting and investment service team within Morgan Stanley, providing personalized strategies to clients in the Lakes Region of New Hampshire, with a focus on accessibility and comprehensive financial planning.",
"keywords": "Financial Consulting, Investment Services, Retirement Planning, Wealth Management, Morgan Stanley, Lakes Region",
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