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.
Business Health ScoreApr 20, 2026
20
out of 100
#7
Market rank
—
Avg rating
0
Total reviews
—
Response rate
—
Years active
20
Health score
Business Health Score · 20 / 100
Six signals, weighted nightly.
Operator computes a Business Health Score every night at 2 am HST. 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 Apr 20, 2026.
Score trend
Valley Isle Planning Group - Morgan Stanley
90 days trailing
Component breakdownUpdated Apr 20, 2026
Reviews & rating
No public reviews indexed yet
10 / 25
Response rate
Response tracking pending
7 / 15
Market rank
#7 in the local market
13 / 20
Financial health
Estimated · requires claim for precise score
12 / 20
Jobs flow
Schedule and retention signals from market
Market position
#7 of 7 Financial Advisor in Kahului.
Operator ranks every financial advisor in Kahului every night at 2 am HST using reviews, response rate, and local market share.
#7
of 7 Financial Advisor businesses
in Kahului
in Kahului
Leaderboard refreshed every night at 2 am HST. Your rank updates before you wake up.
Financial Advisor · Kahului
Top 5 shown
1
Westside Investment Management, LLC
2
2
Morgan Stanley Financial Advisors
1
3
Stifel
1
4
Edward Jones - Financial Advisor: James W Dvorak
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 nightly 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 after the next nightly refresh or claim this business to connect private feedback sources.
About & contact
Where to find them.
Address
33 Lono Ave Suite 330
Kahului
HI 96732
USA
Kahului
HI 96732
USA
Kahului, Hawaii
Phone
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
Friday9:00 AM - 5:00 PM
Saturday (today)10:00 AM - 2:00 PM
SundayClosed
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.
#
Business
Rating
Reviews
Response
Score
1
Westside Investment Management, LLC
★5.0
2
—
55
2
Morgan Stanley Financial Advisors
★5.0
1
—
50
3
Stifel
★5.0
1
—
50
FAQ
Quick answers.
The questions people ask before they call.
Who is the best financial advisor in Kahului?
Operator ranks every financial advisor in Kahului every night at 2 am HST. Valley Isle Planning Group - Morgan Stanley currently ranks #7. Rankings refresh nightly from Google, Yelp, and Meta.
How do I contact Valley Isle Planning Group - Morgan Stanley?
Call (808) 871-2231 for service. The website advisor.morganstanley.com/valley-isle-planning-group?y_source=1_MTA4MjU1ODQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D also has direct contact info.
What are Valley Isle Planning Group - Morgan Stanley's hours?
Hours are listed on this page under About and contact. Operator refreshes them from public sources and direct claim updates.
Is Valley Isle Planning Group - Morgan Stanley licensed and insured?
License and insurance details have not been verified with Valley Isle Planning Group - Morgan Stanley yet. Claim the listing to add them.
How is the Business Health Score calculated?
Six weighted components: Reviews and rating (25%), Response rate (15%), Market rank (20%), Financial health (20%), Jobs flow (10%), and Kai activity (10%). Recomputed every night at 2 am HST using data from Google, Yelp, Meta, and for claimed businesses, direct integrations.
Why does this page say "unclaimed"?
Operator indexes every local business in the United States, whether they have signed up or not. Unclaimed means no owner at Valley Isle Planning Group - Morgan Stanley has verified control of the listing. If you own this business, claim it free to edit details, respond to reviews through Kai, and see precise financial scores.
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