Morgan Stanley Financial Advisors - Tacoma (WA)

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Glenn Osterhout Great financial advice and service. Top notch team!

Viper Slowest staff. Your lucky if more then three tellers are working. This location specifically is a massive reason why Im looking forward to switching to gesa. Constant issues. Hell even logging into the mobile app doesnt always work. Or when you have money in your checking and savings and the overdraft/transfer protection doesnt work as intended. Caused me to have my first late payment in over 5 years. Then have the odasity to charge me a fee for there error. Thanks for refunding me for your mistakes.

Christine Denova LOVE THIS LAW GROUP! My husband and I contacted this group to assist us with our estate and long term care planning and they have bent over backwards for us. Each and every appointment was met with friendly and professional services. The work they did for us was fantastic and it was done in a timely manner. I would highly recommend this Group to anyone. I found them professional, responsive, good quality work at a good value. They are extremely knowledgeable. My husband and I can now rest easy knowing we have everything taken care of for our future and our loved ones. THANK YOU ELTC!

Spartan Rocker 420 Ashton was able to answer all my questions and open a new account for me in a friendly and expedient manner,it was a pleasure to do business with him. Thanks Ashton and banner bank

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

Cascadia Heritage Farm I had a fantastic experience working with Roger Elton at COUNTRY Financial. He helped me seamlessly combine my auto, umbrella, rental, and farm insurance policies, resulting in significant savings. Roger is a pleasure to work with—knowledgeable, professional, and always looking out for his clients best interests. His wonderful staff is also incredibly helpful and responsive, always available to answer any questions. If youre looking for a reliable and trustworthy insurance agent, I highly recommend Roger and the Elton Group!

A G This is a great office. They truly care about their clients and their community