Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

This place loses documents. Repeatedly. They lost all our tax documents twice and we ended up…read morehaving to reschedule and get an extension because they couldn't find our stuff when we went back in to file. And when we went back into file they couldn't find our stuff again. It was eventually found and this review has nothing against the man who finally did help us find them and file our taxes. He really must have just have been just as frustrated as we were and he was very kind and polite and calm why we freaked out. But understandably so, other employees misplaced our tax documents. But overall I wouldn't trust this location to keep your stuff safe or even remember who you are or that they helped you or where your stuff was filed.

I met with Sharon at this office and she was amazing. So kind and patient to go over questions I…read morehad about taxes as a newly self-employed person. She put my mind at ease and helped me plan ahead.

NEVER USE MORGAN STANLEY! This company is ridiculous, my grandmother passed away over 3 months ago…read more She has/had a substantial stock portfolio with Morgan Stanley. We have been trying to dissolve this account, as it was part of our trust for three months. Everyday we have to call and we're told that we need to sign a different form. They are made us jump through so many hoops! We are trying to grieve and they do not care! This company is stealing our money. And lying to us about what we need to do to clear this up. Never, if you have a choice use this company!!! They will screw over your loved ones at their time of need. They claim it's corporate policies, you can never speak to anyone. When you leave messages they call you back after the market closes, so they do not have to give you your money. You have a lot of choices when investing money, do not choose Morgan Stanley!! I will be (if they let me) closing any accounts with Morgan Stanley and if you are smart you will too! Who knows maybe in a few years they will give you your money back, but wait you have to sign one more form!

The firm always offers financial advisors to speak to about investment friendly customer service.read more

Excellent follow through and went through all my options. Worked hard to find an economical…read moresolution to our high cost of insurance. Good company.

I really appreciated the old school values I received when working with Jerry. I saved a decent…read moreamount of money bundling my home and auto, but the service exceeded my expectations. Thanks so much!

Dick Dixon, one of a kind. Family has used him for tax purposes for over 40 years. You will be…read moreblessed to know him.

This dude! Dick Dixon needs to retire. If I could give 0 starts, that would be more appropriate…read more Had a Living Trust completed with him in 2023, needed some amendments done in Sept 2025, not unheard of! First off, he NEVER answers his phone, and when he does, he talks over you, does not listen to your questions, and answers what he thinks you are asking. I asked about the $395 fee for two amendments, proceeds to tell me I am the only person to question these fees ever (doubt that!), tells me to tear up the papers and hangs up on me. I call back with no answer. Very unprofessional. When you spend this kind of $$ on a Trust, you should be able to ask questions and get some extra assistance when needed. Mr. Dixon, time to retire. Do NOT consider asking him to write a Trust for you.

I cant say enough good things about Brandon and his commitment to his clients. He and his team take…read morethe time to understand your goals and explain the best options to get you there. If you value customer service and a wide variety of financial options you wont find a better financial advisor.

I was in a hurry after getting the runaround elsewhere. Velen was a rockstar whose efficiency…read moreallowed me time to get to MVD before Lunch.......and we all know what a soul crusher that is :-) Allstate all the way!

Spoke with Jacque today trying to get a quote for a property I will be purchasing. Told her that I…read moredon't want to use the current AllState agent I have been assigned and she was ok with that. Unlike the previous agent she took her time to get me a property quote with 'correct' information. This might seem trivial but there are unscrupulous agents (like the previous one I had) that purposely lowball you so that you go with them and then for the next few months you receive letters that your premium increased because they didn't provide enough coverage, wrote it in the wrong city or forgot something else. I was glad to see that Ms Riggs took her time with the quote to insure it's accuracy from the get to. Not surprisingly her quote was 40% higher than previously quoted by the bad Allstate agent. In the end I ended up going with a different carrier because of the price difference but also because there was a chance I'd end up with the crappy agent again if he disputed the new policy she wrote.

I have been a Nationwide customer for 30 years so when I moved to Arizona in 2016 I knew I'd stay…read moreinsured by then for homeowners, motorcycle and auto coverage. I had been referred to Carlos Oliveros by a coworker and have been a customer of CEO Insurance & Financial Services ever since. Carlos is very responsive even on weekends and evenings. When the pandemic hit he had a creative solution to lower my rates since we were driving less by changing to mileage based insurance. I highly recommend him.