Keywords: establishment,finance,point_of_interest

Morgan Stanley Financial Advisors - Seattle (WA)

Address: 🏡 601 Union St Suite 5200, Seattle, WA 98101
Phone : +1 (206) 628-4400
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJH8iRTbRqkFQRSBxOc73vzDc

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    • Focus Partners Wealth - Seattle
    Rocky Lancaster: I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.
    Better Tomorrow Financial - Seattle
    JAW: Ward is a very knowledgeable, detail oriented, and thorough financial advisor. He is flexible and easy to work with. He is responsive to questions and quickly gets the answers you need. Highly recommend!
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    Andrew Tempelis: Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.
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    Jessie Hammett: One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!
    U&T Financial - Seattle
    Grace: Very friendly and helpful staff!
    Mangan Wealth Management, Inc. - Seattle
    Bryan Jackson: I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.
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    Dave W: Garth Connor is honest and very knowledgable on retirement planning - I highly recommend him!
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    Rick Shanaman: stay away from the investment side, Kaminski Donohue Wealth Advisors. especially Chris and Nathan. They are very slick and when they lose your money they disappear. There are more competent and trustworthy folks in Seattle.
    Beacon Pointe Advisors - Seattle
    Nancy Peterson: I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.