Morgan Stanley Financial Advisors - Bellingham (WA)

Dean Uriarte Merrill Lynch is a terrible company. I am unable to access my account but all attempts to contact Merrill Lynch are futile. If you call “customer service “ you just go info an infinite hold que. Even though a recording tells you “the average hold time is X, it’s a lie, no one ever answers the phone. The recording will also tell you that they can call you back when it’s your turn. Also a lie. You cannot get help. This is a terrible company.

Zach Welch Professional and friendly folks. If you are looking for a holistic investment strategy you cant beat FP. Their fee is all they make. They are under no pressure to sell you anything.

Marwa Muhiby Awesome

T. Carr Jenni M. has taken care of me for over a year now and Im extremely satisfied by her customer service and support in my credit journey.

Sonia Graves So far Im super impressed. We made a huge mess of our own business books/taxes and came to them to help clean up the mess. Theyve been great and super helpful even giving advice for things theyre not getting paid for. Im very appreciative for the help!!