Morgan Stanley

They suck. Their customer service is worth nothing. If you have a choice, do not go with them.
They transferred my investment to a wrong account and I wanted for more thana month and they want me to wait indefinitely for them to recall money before they pay me.
I am being told to pay price for their mistake.

My wife and I moved our money, stock, IRAs, etc., to Morgan Stanley Pleasanton a few years ago upon promises from them of great financial planning and personal service. Our experience since then has been terrible. They were helpful in the beginning, having meetings with us to get our money transferred to them, then they did basically nothing. Their office head Michael Teague has no clue what is going on with the average customer that has their money there and their financial planners wait for you to call them. There is basically no customer service without having to ask for it first. I got the impression that they just gave us the song and dance to get our money in their coffers so that they could make money off of it, but they did nothing from there to cater their services to our personal financial needs. We wouldn’t recommend them.

Very helpful people! I had to take out a couple $$$$$ from my Roth Ira account due to unexpected hardships I endured last week on our way to Las Vegas. My car broke down THREE time in the middle of HWY 5, and cost me $ 500 for my car to repair AND the rental. On top of that, I paid $ 1200 for my car 3 weeks ago, so I’m definitely strapped for cash. Luckily, I have very sufficient funds in my Morgan Stanley and were very helpful and very prompt with my needs. They were sympathetic and was very understanding. I thought they would give me a hard time taking out money since it’s for my retirement, but I only have to pay a small amount for the penalty for taking $$$ out. I suggest opening a Smith Barney Morgane Stanley account from this location!