Morgan Stanley Financial Advisors

Everything! Glen and his team are Professional, courteous, proactive, Helpful, understanding, available, educated me, 5 star all around service.

I recently needed help with an annuity transfer within a trust. Way too complicated for me. I met with Michelle Lema. Michelle was absolutely amazing with her devotion and compassion for making sure we made things accurate. Her personal and generous service is very refreshing in today' enviroment.Thanks Michelle

I recently changed jobs and I was given my retirement rollover information to transfer to another rollover account. Being completely unaware of how this process/transactions actually work. I was referred by a good friend to contact William McBride IV, CPM at Pacific Heritage Group at Morgan Stanley. What a life savor! I spoke to William at length (on several occasions) before actually having him handle my rollover transfer. William explained in detail exactly how the company works, the benefits to me and how things would be handled. I had a complete understanding of everything before any transfer was made. William went above and beyond to make sure the rollover transaction... read full review