Morgan Stanley Financial Advisors - Stuart (FL)

Agatha Maude I recently visited Mt Dora to house sit. While there I lost my wallet. Drivers license, bank cards, some cash, insurance cards. The usual stuff. I went to this branch and with very professional steps but not any hassle, I was able to withdraw money from a savings account. I back traced my steps the next day and found my wallet in the mgrs office at a store I had visited. The staff at the bank did everything they could to help me with this scary situation. I love Truist. I have been with Suntrust since maybe 2005. They have always been the friendliest and most helpful group of professionals in any business I have known. You can feel safe and comfortable with this bank.

Erika Steele I’m so grateful for the incredible support and encouragement I received from Morgan Financial throughout the entire home buying process. From start to finish, Jasmine, Mary, and Lindsey were absolutely amazing to work with. They made the experience so much more pleasant and less stressful than I ever imagined it could be. Their patience, kindness, and constant communication made me feel confident every step of the way—they truly held my hand through it all. I always felt like I had a team behind me who genuinely cared. I’m so glad I chose Morgan Financial and would highly recommend them to anyone looking to purchase a home. Thank you all for helping make this dream a reality!

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.

Ang B No one else Id trust like these folks. They are on top of things, professional, so knowledgeable, trustworthy, reliable, and they go the extra mile. The best of the best!

Carson Westfall Derek and his team have been able to make an intimidating and sometimes frustrating process quite enjoyable. Before deciding to work with Derek, I interviewed several financial planners. I kept hearing, "just start with investing what you feel comfortable with". My wife and I are very goal oriented and wanted much more of a plan than that. Derek and his team provided more than we ever expected. We are younge and dont have millions in assets. But with his help, one day we will.

Bendix Sharon “Ebou2940” Cory and Carol are an incredible team. They are caring, professional and we trust them both wholeheartedly with our future. We have, and will continue to recommend this Edward Jones team to all our friends and family. If we could, we would give them 10 stars! Thank you for all you do!

Angella Barinotto "Im thoroughly impressed with the service I received from Most & Black Agency! Loly was an absolute pleasure to work with - super helpful, responsive, and knowledgeable. They truly understood our needs and delivered top-notch results. Im looking forward to continuing our partnership and exploring more opportunities with them in the future. Highly recommend!"