Julian Alteri-Morgan Stanley

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

In Watertown, NY, Jeffrey A Barnard-Morgan Stanley stands as a beacon of financial expertise, offering a wide array of services to clients ranging from corporations to individuals. With a focus on investment banking, wealth management, and investment management, this establishment caters to the diverse needs of its clientele with precision and dedication. At Jeffrey A Barnard-Morgan Stanley, the ethos of client service, innovation, and sustainability is woven into the fabric of its operations. Through a combination of seasoned professionals and cutting-edge technology, this financial institution excels in crafting comprehensive financial solutions that span across global markets, ensuring that each client receives tailored strategies to meet their unique goals and aspirations. Generated using this brand's available information

At Wisdom Rock Financial Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Watertown, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.