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Dan Bertolucci - Morgan Stanley

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Business Type	:	Financial Services, Investments, Investment Advisory Service, Investment Management
Address	:	9100 Ming Ave Ste 205, Bakersfield, CA 93311
Coordinate	:	35.34067,-119.10685
Phone	:	(661) 663-4608
Year	:	1935

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General Info:

Investment management with integrity... Our mission is to help individuals and organizations reach their investment goals through objective advice and disciplined portfolio management Clients appreciate that we take the extra time to ask the right questions, and plan for successful outcomes. We employ an "Is their a fit" phone conversation ensuring our investment management style will align with your needs: good chemistry is very important to our potential relationship. If what you want most is for someone to walk by your side with you on your journey so you don't have to go it alone, we can help.

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