Morgan Stanley Financial Advisors - Bellingham (WA)

Jessie Hammett One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!

Augustine Sanchez Kathleen’s expertise was instrumental in making this process seamless. We deeply value her knowledge and professionalism, and we truly believe it would not have gone as smoothly without her. She is exceptional—second to none in our opinion—and we wholeheartedly recommend her to anyone looking to purchase a home. Kathleen is meticulous, knowledgeable, and consistently professional. We’re grateful to have worked with her and would absolutely consider re-financing through her in the future. Thank you again for helping make our dream a reality.

Karmn Fitzgerald I dont even know where to start they go above and beyond my expectations everytime I meet with them. They are very smart and always going far out for each client. There absolutely the best hands down!!!!

Jacob b Drake is one Of the most standup guys I’ve ever met. I trust him with everything integrity to the core. Give him a shot you won’t be disappointed.

Kaitlin Ramirez Mark is a great financial advisor - he always answers all of my questions quickly with a thorough response. I feel that I am ahead of the game financially due to mark’s efforts. I highly recommend working with mark for financial planning and advising.

Fred Mednick Clear, moral, thoughtful, personal, efficient. Were thrilled.