Keywords: Financial morgan stanley financial advisors ca 95403

Morgan Stanley Financial Advisors - Santa Rosa (CA)

Address: 🏡 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJFXjB3Y84hIAR2VlarDQelJQ
#California

Edelman Financial Engines - Fresno

Thomas Fortin Eric and his staff are great, easy to work with and extremely knowledgeable, would recommend to anyone looking for financial planning.
5 /5

Mechanics Bank - Hilltop Branch - Richmond

Lilian Gerch Awesome customer service. Customer service representative was very knowledgeable, courteous, quick, and efficient. The branch was neat. At the time I entered the premises, I first filled out the transaction form which was provided on the table for the customers and then I went to wait in line where there was only one person ahead of me. As soon as one of the Customer Service Representatives became available, she called the customer who was ahead of me. So, I only waited a couple of minutes total in line when the next Customer Service Representative became available and greeted me. He was very polite and utterly professional. I have been at this Hilltop Branch a few times, and each time, Ive experienced the same excellent customer service. Ive not checked if they have a drive-thru, but they have made ATMs available for their customers. One can park for free in their parking lot. There is wheelchair accessibility. It is located by a movie theatre, I Hop, and several car dealerships. Its also near the freeway, which makes it very convenient, especially for travelers. It is also close to the Pinole shopping center, close to Round Table Pizza, In-N-Out, and a lot of other stores. Just remember that if you fill out the transaction form correctly provided for you before standing in line, in the long run, it will benefit everyone because the Customer Service Representative will check the form instead of filling it out himself/herself saving time which will prevent long lines.
5 /5