Morgan Stanley Financial Advisors - Seattle (WA)

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.

Breauna Ray I was hesitant about going in here after seeing the reviews but I worked with Alyssa and my experience was excellent. She was very happy and polite. Her customer service is beyond friendly and helpful. Also she had beautiful nails. I will definitely be back again to cash a check or use other services.

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

cara cowdrey Alexis is amazing at what she does. She explained everything and made sure I understood my options. Was super easy to open an account. Best bank Ive ever used and best teller by far...i highly recommend their service

hu zixuan permanently closed

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Max Deering Just took our parents to Wells Fargo Bank for some personal finances. We work with Brittany personal banker, she is GREAT with our parents. We spend about an hour or so with us, she was very patient and answer all our concerns and questions. She is awesome 80)!

Chili Puff Great service, friendly and accommodating staff. Call to schedule a ride 2 days in advance, although sometimes you get lucky and they can do same or next day rides. Handicap accessible vans will pick you up at home and take you anywhere in the Great Mid-Columbia area for any medical-related trips. Five ⭐ service!