Valley Isle Planning Group - Morgan Stanley
Market rank
#7 / 7
Valley Isle Planning Group, a Morgan Stanley financial advisor practice located in Kahului, HI, provides comprehensive financial planning and wealth management services to individuals and families throughout Maui. With expertise in investment strategies, retirement planning, estate planning, and wealth preservation, the team at Valley Isle Planning Group is dedicated to helping clients achieve their long-term financial goals. Whether you're planning for retirement, managing investments, or seeking personalized financial guidance, their experienced advisors work closely with you to develop customized strategies tailored to your unique circumstances. Serving the Kahului community and beyond, Valley Isle Planning Group combines the strength of Morgan Stanley's global resources with local, personalized service. Contact Valley Isle Planning Group today to schedule a consultation and discover how their financial expertise can help you build and protect your wealth for the future.
Health scoreMay 24, 2026
20
out of 100
#7
Market rank
0.0
Avg rating
0
Total reviews
No public response signal
Response rate
Unknown
Years active
20
Health score
Health score · 20 / 100
Six signals, weighted continuously.
Operator computes a Health score continuously. It is the one number that tells you if this shop is winning, losing, or steady. Here is how Valley Isle Planning Group - Morgan Stanley broke down on May 24, 2026.
Score trend
30d90d1y
Valley Isle Planning Group - Morgan Stanley
90 days trailing
Market position
#7 of 7 Financial Advisor in Kahului.
Operator ranks every financial advisor in Kahului continuously using reviews, response rate, and local market share.
#7
of 7 Financial Advisor businesses
in Kahului
in Kahului
Leaderboard refreshes continuously. Your rank updates the moment signal lands.
Financial Advisor · Kahului
Top 5 shown
1
Westside Investment Management
2
2
Morgan Stanley Financial Advisors
1
3
Stifel
1
7
Valley Isle Planning Group - Morgan Stanley · this page
Recent activity
What changed this month.
No notable shifts in the past 30 days. Operator will flag movement the moment it happens.
In person
The shop, the team, the work.
The numbers tell one story. The photos tell another. Images are indexed from Google Business Profile, the public website, and connected social profiles.
Reviews
What customers say.
Reviews pulled continuously from Google, Yelp, and Meta. Aggregate weighted by recency and source authority.
Operator has not indexed public reviews for Valley Isle Planning Group - Morgan Stanley yet. Come back once Operator finishes the next refresh or connect private feedback sources from your account.
About & contact
Where to find them.
Same-day service
About
Valley Isle Planning Group is a Morgan Stanley financial advisor practice in Kahului serving Maui families with comprehensive wealth management. They specialize in investment strategies, retirement planning, and estate planning tailored to Hawaii's unique financial landscape.
Phone
Website
Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Competitors · top 5
Side by side with the neighborhood.
The financial advisor shops Valley Isle Planning Group - Morgan Stanleycompetes with most often, ranked by Operator’s health score. Tap any row for that shop’s full page.
FAQ
Quick answers.
The questions people ask before they call.
Contact Valley Isle Planning Group - Morgan Stanley
Call (808) 871-2231 for service. The website advisor.morganstanley.com also has direct contact info.
Hours for Valley Isle Planning Group - Morgan Stanley
Hours are listed on this page under About and contact. Operator refreshes them continuously from public sources.
Services offered by Valley Isle Planning Group - Morgan Stanley
Valley Isle Planning Group - Morgan Stanley offers Financial Planning. Operator refreshes service lists continuously from public sources.
Licensing and insurance
License and insurance details have not been verified with Valley Isle Planning Group - Morgan Stanley yet. Find the listing to add them.
Estimates and availability
Same-day service offered.
Health score formula
Six weighted components: Reviews and rating (25%), Response rate (15%), Market rank (20%), Financial health (20%), Jobs flow (10%), and Operator activity (10%). Recomputed continuously using data from Google, Yelp, Meta, and direct integrations.
Local rank in Kahului
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