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90 years of trusted experience
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Free Estimates
YesReviews
5.01 Reviews
Showing 1-1 of 1 reviews
Hyrum M.
11/2014
mortgage broker, financial advisor, insurance companies
 + 1 moreThe Collins Group is fantastic. I've been using them for my financial planning and investing for years. I trust them completely. Their planning and advice is very specific to me and my goals and their compensation is very fair. They've done a great job at elimiting as much conflict of interest as possible in their business... which is not common in this industry! I would recommened them without hesitation. I do know that they have a minimum asset requirement of $200,000. If you meet that and you are looking for a long-term relationship with honest and trustworthy planners, these are your guys!
Description of Work: I worked with Rick, Jordan, and Brady at the Collins Group in Holladay, UT. All of which are very professional and very knowledgable. We created a financial plan specific to me a few years ago and review it consistently. That plan allows us to have an indepth conversation on investment strategy of which they implemented for me. They gave me advice regarding my stock options at my current employement and how to maximize them to get the most benefit.
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Yes, I recommend this pro
Contact information
6510 Millrock Dr. Ste. 100, Holladay, UT 84121
http://www.morganstanleyfa.com/collins/groupdetail.htmService hours
Sunday:
ClosedMonday:
8:00 AM - 4:30 PMTuesday:
8:00 AM - 4:30 PMWednesday:
8:00 AM - 4:30 PMThursday:
8:00 AM - 4:30 PMFriday:
8:00 AM - 4:30 PMSaturday:
ClosedLicensing
Bonded
Insured
State Contractor License Requirements
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Service Categories
Insurance Agencies,
Financial Planning,
Mortgage Companies
FAQ
Morgan Stanley Wealth Managmement is currently rated 5 overall out of 5.
Sunday: Closed
Monday: 8:00 AM - 4:30 PM
Tuesday: 8:00 AM - 4:30 PM
Wednesday: 8:00 AM - 4:30 PM
Thursday: 8:00 AM - 4:30 PM
Friday: 8:00 AM - 4:30 PM
Saturday: Closed
Yes, Morgan Stanley Wealth Managmement offers free project estimates.
No, Morgan Stanley Wealth Managmement does not offer eco-friendly accreditations.
No, Morgan Stanley Wealth Managmement does not offer a senior discount.
No, Morgan Stanley Wealth Managmement does not offer emergency services.
No, Morgan Stanley Wealth Managmement does not offer warranties.
Morgan Stanley Wealth Managmement offers the following services: Financial Planning, Estate Planning, Wealth Management, Risk and Liability Management, Stock Plan Consulting, Retirement Analysis, Investment Consulting and Implentation, Rollover Specialists, Life Insurance Analysis, Long-term Care Consulting.
Home/Auto/Liability Insurance
Contact information
6510 Millrock Dr. Ste. 100, Holladay, UT 84121
http://www.morganstanleyfa.com/collins/groupdetail.htmService hours
Sunday:
ClosedMonday:
8:00 AM - 4:30 PMTuesday:
8:00 AM - 4:30 PMWednesday:
8:00 AM - 4:30 PMThursday:
8:00 AM - 4:30 PMFriday:
8:00 AM - 4:30 PMSaturday:
Closed