MORGAN STANLEY

Angie's List since August 2004

Not Rated| 1 Review

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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RATED

08/21/2004

HE ADVISES US ON INVESTMENTS AND NEW ACCOUNTS. HE IS VERY PERSONABLE AND DOES AN EXCELLENT JOB.

DESCRIPTION OF WORK
WAYNE LAWLESS OF MORGAN STANLEY IS OUR FINANCIAL ADVISER AND HE MEETS WITH US PERIODICALLY ON OUR RETIREMENT ACCOUNTS.

CATEGORY financial advisor

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