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Financial Planning & Investment Guidance

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Financial Planning & Investment Guidance

We are offering complementary Financial Planning Services!


Do you have goals of buying a home, building a business, starting a family, saving for retirement, taking care of aging parents, and protecting your assets and loved ones? Are you maximizing your savings, managing debt correctly, and choosing the right investments to reach your goals?


Let's schedule a time to:

- Define your specific goals

- Review your current financial situation

- Design a customized strategy to achieve your goals

- Discuss the right investments to fit your needs


If you are interested in a financial plan or have general financial questions, call (408) 947-3779 or email andrew.macquarrie@morganstanley.com.


Andrew MacQuarrie, CFP®, FPS

Associate Vice President, Financial Advisor

Certified Financial Planner ™


Phone: (408) 947-3779

Text: (669) 977-2692

Andrew.macquarrie@morganstanley.com

CA Insurance Lic: #0M30881

NMLS: 2148357


THE FOREMAN-MACQUARRIE GROUP

MORGAN STANLEY WEALTH MANAGEMENT

225 W Santa Clara Street, Suite 900

San Jose, CA 95113


Team Website: The Foreman-MacQuarrie Group

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