Mike Bernard – Morgan Stanley
Mike Bernard at Morgan Stanley in Sheboygan is recognized for providing expert investment services and personalized financial guidance. As a trusted local advisor, Mike Bernard offers tailored strategies and comprehensive solutions to help clients achieve their financial goals. Whether you’re planning for retirement, building wealth, or seeking diversified investment opportunities, this office combines global resources with local expertise, making it a top choice for individuals and businesses in the Sheboygan area.
Services Offered
- Personalized investment planning
- Retirement and estate planning
- Portfolio management
- Wealth transfer strategies
- Business financial solutions
Best Times to Visit
- Weekdays during standard business hours (typically 9 AM – 5 PM)
- Schedule appointments in advance for personalized consultations
Local Tips
- Prepare a list of your financial questions and goals before your visit to maximize your consultation time.
- Bring any relevant financial documents for a more thorough review.
Parking Advice
- Ample parking is available at the office complex on Kohler Memorial Dr.
- Accessible parking spots are located near the main entrance.
Frequently Asked Questions
- What types of clients does Mike Bernard serve?
Mike Bernard serves individuals, families, and local businesses seeking investment guidance and financial planning. - Do I need an appointment to meet with Mike Bernard?
Yes, scheduling an appointment is recommended to ensure dedicated time and personalized service. - What investment products are offered?
Morgan Stanley provides a wide range of investment products, including stocks, bonds, mutual funds, ETFs, and alternative investments. - Is there a minimum investment requirement?
Minimum investment requirements may vary depending on the services and products; it’s best to discuss your needs directly with the advisor. - What should I bring to my first meeting?
Bring identification, recent financial statements, and a list of your financial goals and questions. - Can I get advice on retirement planning?
Yes, retirement planning is one of the core services offered, including IRA rollovers, 401(k) strategies, and Social Security optimization. - Does Mike Bernard offer virtual consultations?
Virtual and phone consultations may be available upon request; inquire when scheduling your appointment. - How is Mike Bernard rated by clients?
Mike Bernard has received strong average ratings, reflecting client satisfaction with his investment expertise and service. - Is parking available at the office?
Yes, free and convenient parking is provided at the business complex. - What makes Mike Bernard different from other advisors?
Clients appreciate his personalized approach, local expertise, and access to Morgan Stanley’s comprehensive financial resources.
Mike Bernard – Morgan Stanley
Sheboygan
Wisconsin
53081
+1 920-208-5797
Contacts: Email LinkedIn Facebook Twitter Instagram
Mike Bernard – Morgan Stanley Investment service in Sheboygan
2124 Kohler Memorial Dr Ste 230, Sheboygan, WI 53081
America/Chicago time zone
average rating from reviews for Mike Bernard – Morgan Stanley
For top-tier investment services in Sheboygan, look no further than Mike Bernard – Morgan Stanley. Situated at 2124 Kohler Memorial Dr Ste 230, this financial consultancy provides expert advice and comprehensive solutions for your wealth management needs. Check out the reviews to see why clients rate them highly. Visit their page on https://sheboyganlife.com/places/mike-bernard-morgan-stanley/ for more information about their offerings.
https://sheboyganlife.com/places/mike-bernard-morgan-stanley/
