Morgan Stanley Financial Advisors - Vero Beach (FL)

Shauna Duvall I’m one of those people that doesn’t think they need to pay someone to do my taxes- but Bobbie’s value is clear almost immediately and now I can’t imagine using anyone else. She is super cool and laid back but also seriously knows her way around some tax forms! Highly recommend to anyone who’s on the fence about going here .

Ryan Sikkema I would give them negative stars if Google let me. Terrible company to invest with. I started working for a new employer 9 months ago with an incredibly in-depth boarding process. In the paperwork the employer buried info about auto enrollment and how if you dont select out of it they will automatically sign you up for it and select the percentage for you. This started back in June2024 and I became aware of the situation in December2024. I have my own investments and a 10-year plan that did not involve a 401k with my employer. Sadly both the employer and principal are of no help. I have since put a force stop on the account so they cant take any more of my money. I tried To cancel the account and ask for a rollback check. The representative from principal was less than helpful. It sounded like I had just woken him up and his attitude was like he didnt care to be on the phone at all (he continue to yawn through the call as he started speaking). They told me the only way I could take the money out was under hardship which I dont qualify for and would have to pay back later. The biggest problem I have with principal is I have zero emails from them in 2024. Theyve had over $1,300 of my money since June. Due to the fact I wasnt aware of the 401k plan I didnt have an account with them until January31st. They have yet to send me anything that told me I had this account. They havent sent me any kind of statement regarding the account. They didnt send me an email or give me a phone call about the fact that they had $1,300 of my money and what I wanted to do with it or what their plans were with it. its February 4 2025 and my only option to get out of a plan I wanted nothing to do with isnt an option. They took my money without my consent and theyre refusing to give the money back. Theyre due diligence is terrible at best and if youre looking for an investment to take care of you through retirement I would highly suggest going elsewhere. Even after telling the guy on the phone this is my first ever 401k and I dont understand them. He was not helpful. He didnt offer me any literature or refer me to somebody else that could help. The only thing he cared to say between his yawns were You can only take it under a hardship. Its a terrible company to invest with and their name is almost comical after what they put me throgh.

Jeremy Wolf I had the pleasure of hosting Jarrett on my podcast, and I was thoroughly impressed. His depth of knowledge in life and health insurance, coupled with financial advising, is truly exceptional. Throughout our conversation, Jarrett showcased a remarkable ability to articulate complex concepts in a clear and engaging manner. It was evident that he is not only well-versed in his field but also genuinely passionate about helping others navigate their financial futures. What stood out most was Jarretts commitment to understanding individual needs and tailoring solutions accordingly. His personalized approach and dedication to client satisfaction were evident in every aspect of our discussion. Based on my interaction with Jarrett, I have no doubt that he provides top-notch service and expertise to his clients. If youre in need of a life and health insurance agent or financial advisor who truly cares about your financial well-being, I highly recommend reaching out to Jarrett. His insights and professionalism speak volumes about the quality of service you can expect.

Judith Oliver Betsy did a great job explaining how to switch my business checking account to earn 5% interest without any fees - my current business account with a national bank charges me $16 a month, although the business doesnt make a lot right now and I dont get any interest. iThink Financial definitely offered the best deal possible. Although I didnt switch right away, Betsy faithfully followed up and started a savings account with only $5 to be able to be a part of the credit union. I had to wait a little to see her, but thats what I have to do at my regular bank as well. No problem with this bank so far.

Marilyn Brady Just a quick review to say that I had the pleasure of working with Noel Siddall yesterday at the Okeechobee Branch. I seldom write a review, but made this exception as Noel was exceptional. She was refreshing to work with, in every aspect--from her quiet yet confident manner, to her knowledge of what needed to be done, to her consideration of my time. Noel was also able to clearly communicate what steps needed to be taken and in what order, etc., etc., etc. I could go on and on. She is someone who "has it all", and I see her as an extremely valuable asset to Seacoast Bank for years to come. She is POTENTIAL PLUS! So, while Im typing, I want to say that I have seen a very positive change in this branch, as every person I have worked with has been a "cut above"--just like the days past. I would name more names but there are 2 girls of whom I dont know their names and wouldnt want to leave them out. So, "kudos" to management for hiring and training these girls. Keep on with the upward momentum and congratulations!

Alicia Register If I could give 0 stars I would! Don’t get them If you don’t want to be harassed every other week!