Roanoke, VA Investments

Tommy is a great financial adviser. He listened to my needs and never rushed me. Tommy took his time with me every step of the way. Thanks again, Tommy

Matt was great! He opened two new accounts and guided me with the rollover process for multiple other accounts into Edward Jones. He was very personable and explained e ... more

Vanessa is an integral part of our family finances. We have multiple generations of our family working with her. We find that she is extremely knowledgeable, available a ... more

Carl is always helpful. Good listener. Not a salesman, but a knowledgable advisor.

Called in and spoke with Renee regarding CD rates, felt very informed and I had a pleasant experience.

You need to go see Jeff! Hes professional, wise, and looks out for whats the best way to take care of you over time. I highly recommend giving him and market square advis ... more

Wonderful advice from a well-spoken individual

Carl is always helpful. Good listener. Not a salesman, but a knowledgable advisor.

Mitzi Maxey, now a Vice President, Investments at Wells Fargo Bank, Roanoke, Va was the assistant to Michael Morrisette when my father had an irrevocable trust account wi ... more

This branch doesn't answer the phone. Which is quite funny when I walked in there there were 2 people twiddling their thumbs not doing anything. I wanted change typically ... more

Outstanding expertise, knowledge and guidance, excellent/timely turnaround, and superior service with the friendliest faces around!! Thank you, 360!!

Great thing about this branch is they have 3 ATM's. 1 not working chances are other 2 work.

Mitzi Maxey, now a Vice President, Investments at Wells Fargo Bank, Roanoke, Va was the assistant to Michael Morrisette when my father had an irrevocable trust account wi ... more

These are the people you want on your team!

Darlene was great to work with always kept me updated with important information concerning the progress of the transaction. Highly recommend!

Good sound financial advice! Thankful for Daniel's expertise and helpful input regarding retirement, investment, and financial matters.

Morgan Stanley is a complete 10/10.

Worst manager to work with. Dont even want to give 1 star. I would now prefer going to another branch to do my banking

This place has been a nightmare to deal with giving misinformation about a refund that is owed to me unbelievable what I have to go through for a refund. They keep changi ... more

I have been with Harry Schwarz and his team since I started practice over 30 ago. The entire group treats you more like family than just a client. Their help is invaluabl ... more

Our family has been clients of Beacon Wealth since 2019. My husband owned his own business and after his heart attack we wanted a company our family could trust with futu ... more

High integrity. Have always been please with the advice and interactions I have had with this office.

Lisa is on top of it! I'm very comfortable knowing she is handling things for me in my best interest.

The whole team works together for me! Don't want to know where I would be without them.

Good company and good people...just call or stop in to find out..or ask a friend,. One will know.!!