Morgan Stanley Financial Advisors

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• GB

  Gregory Berger2 years ago

  Our advisor at morgan stanley in Bismarck said he was a fiduciary over all of our accounts since day 1, but he was not a CFP, (CFP are required to be a TRUE fiduciary), He liked to push products to us that were commission based which made him more money and that was not in our best interest!!! Find a CFP AS A FINANCIAL ADVISOR, and run away from anyone who says they are a fiduciary and are not CFP certified ,they may not have your best interests in mind which we strongly feel happen to us.

• RB

  Rosemary Bergera year ago

  If you are looking to invest money, my best advice is to stay away from this company. They got us into a lot of pretty shady investments. The first advisor we had would lie right to our face, telling us he was a fiduciary. He got us into a lot of high commission investments that we cannot easily get out of, even though we said that we didn't want to be involved in anything that can't be easily liquidated. We did switch advisors but still didn't feel comfortable being at the same office. We are in the process of switching companies, but because some of the investments will take months to exit, they still have quite a substantial amount of our money. Every year, this company sends out an invite to get a free pie for Thanksgiving. I got a call today from our first advisor saying that these pies are for current customers. So cheap they can't even give us a $10 pie; how pathetic!

• AB

  Airika Blackburna year ago
• BF

  Bill Frank2 years ago