Morgan Stanley Financial Advisors - Oakland (CA)

Hannah Grace Alyssa went above and beyond to help me even after I had left the location. She resolved my issue and called me to let me know after I had left. I couldn’t believe it, as I have never had such a great customer service experience before. She persisted in helping me after many times of telling her that it was fine. You can tell she really cares about the customers and is absolutely outstanding at taking care of them.

Yvonne Yu "I would refer Mastemind College Funding services to anyone who has a college-bound student! They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year! I don’t know what I would have done if I didn’t meet them." -Susan W., Cupertino

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!