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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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