Consolidated Planning

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.

Excellence in helping clients like you with your personalized investment and financial strategies

Morgan Stanley, established in 1935, offers a wide range of investment and brokerage services to individual investors. The company offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-ended funds. The company also offers a wide range of structured and alternative investment options. Additionally, it provides a variety of account options for individuals, which include investment, retirement and business accounts. Morgan Stanley also offers investor education and investment research services on stocks. The company also offers a variety of market research reports and information on initial public offerings. Morgan Stanley maintains an individual investors branch in Charlotte, N.C.