The Sacramento Wealth Management Group - Morgan Stanley - Sacramento (CA)

Kenneth Primeau Great experience with tax preparation! They are very knowledgeable and professional! Highly recommend!

Oscar Fuentes Meeting was good. Explained my concerns and what my thoughts were. Brent gave some options and I added what I had to work with and we came to a working conclusion. Thank you Brent.

Klaudia Knap-Serek Very thorough and attentive service! Every time I go I am taken care of by the staff professionally and efficiently.

bahareh kamoei I have had an outstanding experience with this leading wealth management company. Phillip Niblo has demonstrated remarkable expertise, ensuring a personalized and transparent approach to my financial goals. The teams comprehensive services, including investment portfolios and retirement planning is second to none. Regular updates and insightful market analyses showcase their commitment to client satisfaction. Phillip Niblo excels in delivering top-tier, client-centric wealth management advice.

Naomi Petersen What an amazing and professional person William Peterson is! He is very knowledgeable about financial planning, hes very passionate about helping others. There is no situation he will turn away and he makes everyone feel valued no matter what their financial situation is. You will be in good hands when having his help and guidance.