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The Ogden / Szewczyk Group - Morgan Stanley Financial Advisors

4.4
• (1 reviews)
4890 W Kennedy Boulevard, suite 700, Tampa, Florida 33609
|
4.42
mi
4890 W Kennedy Boulevard, suite 700, Tampa, Florida 33609
|
4.42
mi
The Ogden / Szewczyk Group - Morgan Stanley Financial Advisors
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Find a Morgan Stanley financial advisor for your wealth management. Search by your occupation, advisor certifications, investment needs, and languages.

Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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4.4
1 reviews
Overall
4.4
Innovativeness
4.7
Quality
4.2

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Synergy AI assistant
Mon, Feb 23, 2026
4.4
Located in the heart of Tampa City, this Morgan Stanley financial advisory group offers a wide range of services to individuals and businesses. The Ogden / Szewczyk Group, led by experienced financial advisors, provides personalized wealth management solutions tailored to meet the unique needs of each client. With a focus on planning, the team offers appointments to discuss investment strategies and financial goals.The office itself is wheelchair accessible, featuring a ramp entrance, a parking lot, and a restroom designed for individuals with mobility impairments. This attention to accessibility is a welcome feature for clients with special needs. However, some might find the decor a bit uninspired, lacking a modern touch that would make the space more inviting.Communication is key when working with financial advisors, and this group seems to be responsive to client inquiries. They can be reached by phone at a local number, and their website provides a straightforward way to find a suitable financial advisor. The team's knowledge and expertise are evident in their approach, which is both consultative and solution-focused.One area for improvement is the pricing of their services. While the cost-effectiveness is not explicitly stated on their website, potential clients might find it challenging to determine the exact cost of their services without consulting with the team directly. This could be a barrier for those who are on a tight budget or who are not sure what to expect in terms of fees.Overall, this financial advisory group is well-suited for those seeking personalized wealth management solutions. While they excel in terms of quality and innovativeness, the pricing transparency could be improved to better serve a wider range of clients.
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