Financial Consultants in Rochester

“I met with John to talk investments. I know very little about investments and he took the time to walk me through my options. Broke it down simply so a novice like me could understand. Would recommend!“

“Navigating the financial world can be tricky and daunting. You need a professional that can be in your corner to handle the questions and concerns you have. Daryn Ruggeberg is the man for the job. He has such a wealth of knowledge about investing and what plans would suit each family's needs. He does a very basic and warm introductory meeting where he asks questions and gets to know where customers are in their financial journey. From there, he recommends plans that will help you obtain financial independence. For any investing and life planning questions, call this man!“

“We had an issue with a promotional credit not being applied to our account. It took almost 2 weeks of back and forth to get them to straighten the error out, which was very frustrating. In the end, they issued the credit to our account.We've had two other accounts with them for many years and we were quite satisfied with them, so this recent issue's resolution hassle was unexpected.Aside from the issue we will continue with Morgan Stanley due to flexibility the accounts offer.“