Morgan Stanley Financial Advisors - Irvine (CA)

Courtney Tauscher Shalise and her team were knowledgeable, kept me well informed and were quick to respond to any inquiry. I have used Shalise and her team before and will again based on my experiences.

Heather Vina Sara is professional and extremely knowledgeable. She and her team make investing in your future and enjoyable event.

Pamela Sette For almost two years now I have interacted with Halbert Hargrove Global Advisor - Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness.