Carol Hoffman is a registered investment advisor at Morgan Stanley, based in Canton, OH, with 36 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 3 more. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
4455 Dressler Road, Suite 202, Canton, OH, 44718
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Regulatory History
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Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations27 states
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Additional Information
Our clients meet with an advisory team that includes a male & female advisor together to better understand your views, goals, questions and priorities. Our goal is that every client feels completely differently about their financial plan within the first twelve months. We don't judge anything that has been done in the past; we only look forward to what you want today and in the future and build a plan around that. We have many tools, including planning software, social security analytical software, investment planning and analysis software and our MBAs in finance help us more deeply understand how to get the best results for each clients' unique situation. We use pictures and colors to help bring the discussion to life for our clients instead of using jargon. Our annual cash flow planning and tax planning with our clients help them get the lowest tax rate over the long term, which is part of what makes our financial planning team different from the big old fashioned firms.