Morgan Stanley Financial Advisors - Latham (NY)

Mary Sofia Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years. I always recommend them to family and friends.

Ashlee Have used for a few years. Highly recommend.

Erin D I absolutely love this location. Everyone I have spoken to and worked with has been very friendly, helpful and accommodating. The tellers here have been able to help where another location, Mahopac, has not. They go the extra mile to provide outstanding customer service and I highly recommend the Carmel location to everyone.

Ramelo Cruz The process was very warm and friendly. Kim provided excellent advice on what plans would be best for I and the family and we feel so much relieved and comfortable about our future from her assistance.

Eric Wild Nice office building

Rich Belcastro Ive had the pleasure of working with David Martin for years with my personal short term and long term investments. Its hard to trust someone with your hard earned dollars but undoubtedly youre in the right hands if you give them the opportunity! David & Joe are very personable, professional and provide excellent customer service. They offer an array of investment plans based on what suits your needs and expectations. You wont be disappointed!!