My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

I called Greenpath. I was referred to Trellis. I did email and call Trellis. Trellis then left a…read moremessage that my situation was too complex. Why bother! My retirement account is being mishandled by TIAA. Don't waste time contacting Greenpath. Their referrals are useless and when you call to complain, then that nonchalant attitude is their response.

People were friendly enough. Ended up getting what I needed so I'm happy. Qwert were were wereread more

My review concerns an experience with the Grosse Pointe office but all Metro Detroit region offices…read moreseem to be under the same senior management, people who see no problem with what happened in my case. After a glowing review from a trusted friend, I placed retirement money with a Morgan-Stanley broker in the Grosse Pointe office. I was always treated well and was happy with the broker. But after nearly a decade as a loyal client of his and Morgan Stanley's even after I moved to Florida, my broker abruptly left. Apparently, on the way out the door, the company made it clear he was subject to being sued if he dared to even just disclose to me and his other clients that he would no longer be handling my account. Worse, and as an indication to me of what kind of people and firm this is, the senior managers seemingly decided they could best keep my account and others if nobody ever disclosed the broker's departure. When I found out, senior broker Chris Walsh sheepishly admitted somebody maybe SHOULD have affirmatively acted to tell me about the change. The regional supervisor, Pamela Wright in Rochester Hills, agreed but, hey, they are apparently not REQUIRED to disclose such information to a client, they just didn't. Leaving me in the dark like that resulted in my misplaced reliance that my trusted broker was still watching some languishing investments. I trusted he would actually be keeping his word to call in a few weeks me if those holdings didn't turn in the right direction to reach a benchmark performance we'd agreed they should. And if that didn't happen, we were clear I'd move to a simple index fund to achieve more than twice the performance of the Morgan Stanley-selected portfolio. Turns out, unless you're paying higher fees for a so-called advisory account (something more than what they call their AAA account), Morgan Stanley's attitude in this region is that your broker is just a traffic cop, executing the trades you call him to make, and little more than merely a cashier to take your money. Since I had not yet given an actual order to trade and was only relying on the broker to ride herd and report back to me as he promised, Morgan Stanley insisted they did not fail me. Yes, they do frequently call to pitch offerings that make brokers and the firm hefty commissions from time to time but if you're not classified as an advisory client, you are apparently naive if you think your broker here has your back. It may well be that, as much as this industry complains of over-regulation, there was no technical violation here. But ask yourself this: whichever Morgan-Stanley office near you in this region, are these the kind of people you want to rely upon with your hard-earned money?

I had a very unpleasant experience with this office of Morgan Stanley in Farmington Hills, MI. My…read moreadvisor was a Mr. Tom Welch and his assistant was Mr. Nate Stegman. I can not recommend using their services.