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Morgan Stanley Financial Advisors

4309 Hacienda Dr #200
Pleasanton, CA 94588 925-730-3800

Ratings

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?%    
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Consumer Ratings for Morgan Stanley Financial Advisors — 5 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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?%    
Doing work properly
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Promptness/responsiveness
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Overall quality
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Consumer Comments for Morgan Stanley Financial Advisors

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Consumer from Alameda, CA
Jul 30, 2022
Recommended
Consumer from San Jose, CA
Feb 08, 2021
Recommended
Consumer from Pleasanton, CA
Jan 29, 2021
Recommended
Sherri Omdahll and Ami Schelin of the Morgan Stanley Wealth Management Tri-Valley Group have been excellent financial advisors and have handled both our finances and my parents' for over 30 years. They are extremely responsive and have helped us make very good decisions which have allowed us to be comfortable in our retirement.

...and 2 more consumer comments for Morgan Stanley Financial Advisors

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