Wheatland Bank - Newport (WA)

LINDA LAMPTON I am very happy with all the staff here at Morgan Stanley.

Tamara Johnson A financial advisor that can be trusted 100%. A true Christian who demonstrates Gods word in all he does!

Rocky Lancaster I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.

Jeremy Hirschkorn As someone who has had financial fear in the past it’s great to leave every meeting and phone call with Josh feeling confident in my families financial future.

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.