Morgan Stanley Financial Advisors - Oxnard (CA)

Sergio Morales I spoke with Michael because I’m looking for Credit repair company, he spent 35 minutes with me explaining to be aware of credit repot because they don’t truly remove late payment history. Also advices on the 30% rule. This would be best way to build credit. If you owe $100 pay $70 so the bank makes money and you don’t pay too much interest. Although it’s not exactly what I was looking for I will be taking his advice on $30 percent unsafe for credit building.

Hoss Cartwright I love this guy! Greg practically vibrates with energy and intelligence. Bob and all the others who work together at O’Donnell have been more than kind, have gone out of their way to help me; even with the uninformed questions I present to them. They have always returned my calls, even when I couldn’t answer. I am planning on having Greg and his team help me organize my retirement; because of this, I know financial worries should not be a part of my future. Thanks again Greg!

iheartauroraborealis This weekend, I stopped into the Placerville BOA. Tammy who was covering at the Placerville branch, but works at the Jackson branch, offered to assist me. She did everything she could to help me figure out how to proceed to find documentation through the bank that my family needed to file taxes for a family member who passed. She was very straightforward in explaining what the bank needed to help provide the information and gave instructions on how to obtain it. Throughout my interaction, she was calm, helpful, and kind. Thank you!

Scott Moe We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.