Michael Baggett - Morgan Stanley Financial Advisor - Pensacola (FL)

Beth Brenkman Still waiting 30 minutes after a scheduled appointment with Joyce who is working with other people. No notice was given and were just sitting here. Will update review after we are seen/if we are seen. Update: As far as tax preparations go, it was excellent. Joyce is friendly and knowledgeable. Im still not happy about waiting and there was technical problems with paying our fees at the end. 2020 update. Back again and had the pleasure of working with Joyce, again. She helped us with the new W-4s and figuring them out. Highly recommend H&R Block and Joyce is invaluable. I hope we have the pleasure of doing business with her for a long time.

Aj Williams This is a very unorganized unprofessional organization. I got an email to schedule a date for my interview and set it. When it came time for the interview no one called me for 15 minutes. I found the interviewers name and phone number and called. I didn’t get an answer so I texted her. She replied quickly with “ Okay what is the appointment for I kind of forgot”. I reminded her that it was a interview and offered to forward the email that she sent me in the first place. She then replies with “ Of course send me your name because the next step if I have to book follow up meeting for you so that we can go over the email and then let me know youre available lady for today please”. After I sent the email, I texted her and told her i was available now, but then she read my message and never replied. I replied again, she read the message and didn’t reply. I called the main office. A nice woman answered and apologized for the inconvenience, she rescheduled the interview at 7. I get called about an hour later from the original interviewer, and she immediately goes into the interview without introducing herself or confirming if I was who I was. I stopped her to ask her who she was. She confirmed and then tried to ask me more interview questions. I told her that I did not have the time for it now and if she knew it was rescheduled for 7pm. She goes on to say she knew and that she apologized for not responding and proceeded to blame it on a client that she was helping, none of which was communicated to me at all. After that call we were on for 7. It is 7:30 pm right now as i am writing this and she still has not called or texted, or even emailed. It’s a shame, because I could only imagine the poor service that the clients are receiving.

Cathy Rraney Justine Rooks is a wonderful Financial Advisor. He listens to the customer to help them. His staff is friendly and helpful. We have been a client for a long time and have always had a great experience when dealing with him and his office.

Dennis Fleetwood Shelly was wonderful and very helpful got my the money that I needed and a little extra. She was very direct with the information she gave me. I highly recommend this place they are very lovely ladies Shelly was so sweet

Pamela My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.

Lynda LePage Best bank! I have always had excellent service with them. This is my bank for life. Thank you CCU for everything that you have done for me

Walter Pach Great customer service. They really go above and beyond!