Morgan Stanley Financial Advisors - Palo Alto (CA)

Deena Hansen Love my bank. They are always helpfull everytime Im in there.

Sean Steen Ive had a great experience with Primerica. Sharon is professional, knowledgeable, and always responsive to my any questions I may have. Primerica offers a wide range of services, from investment advice to retirement planning to refinancing your home. Highly recommended for anyone looking for trustworthy and efficient financial guidance.

Richard P Earliine is pretty awesome! Shes got a great personality AND she got me a whole bunch back on my taxes. She worked really closely with my bookkeeper (Kathy Reis Bookkeeping) too which was really nice. I honestly am not sure what a CPA should run, but for what she got me back, it was worth every penny... I got back 4x MORE than what she charged me!