The Rosbach Rice Group - Morgan Stanley - Bellingham (WA)

Aidan OCallaghan I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. Im so glad to have her in my corner for my retirement!

Tim F Spencer is an exceptional wealth manager who truly understands his clients financial goals. He provides tailored advice, keeps me informed of market trends, and proactively adjusts my portfolio for optimal growth. His clear communication and dedication make the process seamless and stress-free. I highly recommend him to anyone seeking a knowledgeable and trustworthy advisor.

Taylor Grove Extremely educational, friendly and personable!!!

Madden Market These ladies made opening a new business account easy and fun! Authentic and knowledgeable, they helped me understand the differences between personal and business checking. They were so encouraging and happy for me! Thanks Megan and Terica!

Lauren Harrison Great trustworthy people. Been managing my families investments for years.

Colin Rock We have worked with Conner over the years and he has been nothing short of spectacular. Could not recommend him more!