Morgan Stanley Financial Advisors - Wyomissing (PA)

leka uila I contacted this firm requesting assistance with a financial matter. Apparently, their policy is that they will not meet with anyone UNLESS you guarantee that you will have them file your taxes. While the receptionist was admittedly new, I was told my request would be passed along. I gave the company about a week to contact me to see if they would be able to arrange to meet with me. No contact after a week. My question...how can I assess if I would like them to handle my taxes if they cant even be bothered to have a simple meeting with me where I could get a feel for the way the firm does business. Well, guess I know how they do business since they cant be bothered to follow up on a potential new client.

Myles Gilliom Steph was amazing and she is very kind I would recommend anybody to come to this ace because she is the best !

Mary Lyons I contacted a number of companies in regard to an IRA Annuity and CF Advisors suggested an annuity that got me significantly more income per month guaranteed for life. I strongly recommend Eric Kearsh as an advisor. Eric is dedicated to finding the best solution and his knowledge goes beyond financial solutions. There was a problem with the transfer of money but Eric kept on it until it was resolved. Eric also found a money market account that pays more interest without committing to keeping a huge balance in the account. It is hard to find a company that cares about their clients these days but CF Advisors is first class in my opinion. 50 stars!

Sandra Gregory We started our business in 1985. When we decided to become incorporated Nancy guided us through the process. When Miles came on board he helped me with every little question I had. I could not have done it without both of them. They get an A++ from me. Sandy Gregory Gregory Equipment Inc.