Preston Schoenfeld - Morgan Stanley - Riverhead (NY)

Amanda Beasley I received a letter in the mail from them with my street address and a random city, state and zip code which I did not live in. Their letter claimed that I had a violation with the City of West Palm Beach on 9/24/21. I was never in West Palm Beach that day and I have proof. I called and spoke to numerous customer services representatives and provided them with the reference code listed on the letter, but they could not find the account in their system and asked me to call them back "in a week or so" when the glitch was out of their system. I called the City of West Palm Beach myself and they could not locate any citation under my name or on that specific date. They explained that this is not the first time they have heard of this happening. Do not send these people money!

Syan Washington Ms. Mendoza was super polite and genuine! She was also very patient with me as she explained my policy. If you are looking for someone that can service you quick and efficiently, she is your person. Thank you again Ms. Mendoza!

Pamela B. Friendly service. Very thorough and patient to answer all questions.

Michael Biles People who work there were very nice. They took care of my problem in 5 minutes. I can only say thank you so much.

Nirmala Sookiram I have been working with Alfredo Louk for over 10 years. He has helped me with a plan for my financial future. He is knowledgeable and has the ability to explain financial strategies to meet your specific goals and needs. Highly recommend you to reach out for your financial education.

David Fountain Just a very fun experience.. food was excellent

Kanwar Gill Outstanding Financial Adviser I am delighted to share my experience working with Kerim Tulun , KT wealth management. From the moment we engaged his services, I was impressed by their professionalism, deep knowledge, and genuine dedication to my financial well-being. Kerim possesses an exceptional ability to demystify complex financial concepts, making it easy for me to understand and make informed decisions. He took the time to thoroughly assess my financial situation, goals, and risk tolerance, and crafted a personalized financial plan that perfectly aligns with my aspirations. What truly sets Kerim apart is his unwavering commitment to his clients. He is always accessible, responsive, and willing to go the extra mile to address any concerns or questions I may have. His integrity and ethical approach to financial advisory are evident in every interaction. He is knowledgeable, trustworthy, and dedicated financial adviser.