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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
705 SW Bonnett Way Ste 1200, Ste 1200, Bend, OR, 97702, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Jacob Fain has been a Great Advisor. He is interested in the client!! We have several Advisor that do not have the clients best interest in mind... Jacob does!!! Knowledgeable and friendly!!
I couldn't be more pleased with the performance of our accounts and our representative, Paul Walton. He is a consummate professional. He takes the time to get to know you and your goals before making any recommendations. I would unequivocally recommend him to anyone.
1/2/18 UPDATE: Well I got the company to dump Morgan Stanley as our 401K provider! I had my now $15,000 transferred out, as well as close to $450k in other funds for the other employees and principal. It just goes to show that if you educate your employer and HR people about astronomical fees (like those charged by Morgan Stanley), you can effectuate change. Of course, they jacked us all for $25 wire transfer fees, $95 transfer fees, and $50 annual maintenance fees for 2018. The moral of the story seems to be that Morgan Sta... read more
Morgan Stanley & Co Inc has a 4.2 star rating with 5 reviews.
Morgan Stanley & Co Inc is closed now. It will open tomorrow at 9:00 a.m.
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