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Add your commentJeffrey Grant - Morgan Stanley
456 W Foothill Blvd, Claremont
Directions Call Website Suggest an Edit
456 W Foothill Blvd, Claremont
Directions Call Website Suggest an Edit
Our Financial Advisor, Joven Arella, started working at Morgan Stanley in 2020, so we are now clients of Morgan Stanley too. The office is very nice and located in Claremont. We really like the on line resources that Morgan Stanley offers. We also like the fact that we are now clients with such a reputable investment firm. Joven is an excellent Financial Advisor . We have been working with Joven for several years now and highly recommend him for any wealth management needs.
I spoke with one financial adviser. Could not understand a word of his incessant, nonsense jabbering.
This firm doesn't seem to know how to close a simple IRA account, and disburse it to direct beneficiaries nearly 5 months after the death of the account owner.