Morgan Stanley Financial Advisors - Santa Cruz (CA)

Shelly Lindy My husband and I have been getting our taxes done at BMG for 20+ years. So happy with them we have referred family and friends. One friend drove from Lodi to see Eileen for her taxes after she moved. Everyone is helpful and friendly. We have seen both Wayne and Eileen and both are professional and knowledgeable. Michelle & Eric L.

Joseph Dupre Devin helped me start my first mutual fund account and explained the importance of investing in a way that made sense to me. Recently he suggested another fund to help boost my portfolio and an excited to diversify my assets and watch it grow! Check him out of you are needing an advisor .