Morgan Stanley Financial Advisors - San Francisco (CA)

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.

Ginger Varney The four (now nearly five) years that Serenity has managed my funds have been the best experience Ive ever had with a securities brokerage. Consummate professionals, Irina and Curtis still manage to treat every client as if they have all the time in the world just for you. I cannot say enough good things about these folks.

Neira Adams This bank never answers the phone. I mean NEVER. Had to come in to ask a question I should’ve been able to ask by phone, only to have wasted my time because they don’t offer the service that’s listed on their profile. (Notary). What is happening to customer service?!

Hudson Lee I was shocked when I got a bad credit personal loan with guaranteed approval for $5,000. The service was honest, efficient and didn’t drag things out. Total lifesaver during a tight month.