Peggy Hansen – Morgan Stanley

Services Offered

• Personalized investment planning
• Retirement and wealth management
• Portfolio diversification strategies
• Financial goal setting and monitoring
• Access to Morgan Stanley’s research and tools

Best Times to Visit

It’s recommended to schedule appointments during standard business hours, typically Monday through Friday. Early mornings and late afternoons often have better availability for consultations.

Local Tips

• Book your appointment in advance for in-depth consultations.
• Prepare a list of financial goals and questions to maximize the value of your meeting.
• Bring any relevant financial documents or statements for a more productive session.

Parking Advice

Ample parking is available near the office complex at 2124 Kohler Memorial Dr. Arrive a few minutes early to secure convenient parking, especially during peak business hours.

Frequently Asked Questions

• What types of investment services does Peggy Hansen offer?
  Peggy Hansen provides a range of services including investment planning, retirement planning, portfolio management, and wealth management.
• Is an appointment required to meet with Peggy Hansen?
  Yes, appointments are highly recommended to ensure personalized service and adequate time for your financial needs.
• Can I get advice on retirement planning?
  Absolutely. Retirement planning is one of the core services offered, with tailored strategies to help you prepare for your future.
• Does Peggy Hansen assist with business investment strategies?
  Yes, Peggy offers investment consulting for both individuals and businesses seeking to grow or diversify their portfolios.
• Are virtual consultations available?
  Virtual consultations may be available upon request. It’s best to inquire directly when scheduling your appointment.
• What documents should I bring to my appointment?
  Bring recent financial statements, identification, and any documentation relevant to your financial goals or questions.
• What makes Peggy Hansen’s services stand out?
  Peggy Hansen combines personalized attention with the robust resources of Morgan Stanley, ensuring clients receive both expert advice and reliable support.
• Is parking available at the office location?
  Yes, ample parking is available at the office complex for added convenience.
• How can I prepare for my first meeting?
  Consider outlining your financial goals and any specific questions you have. Bringing relevant documents will also help make the session productive.