The Northcoast Wealth Management Group - Morgan Stanley

I have very pleased with Morgan Stanley and the incredible staff. No one pressures me concerning investments. My financial advisor, Romilly Taylor, listened to my goals and expectations and has made wealth management easy and enjoyable and profitable. I cant imagine working with anyone else
Apr 20th, 2023

Amazing experience working with Romilly Taylor! He is always communicative, responsive and very helpful with navigating all of my many questions or requests!
Apr 13th, 2023

Have been with The Northcoast Wealth Management Group for over twenty-five years. They have been a wonderful team to work with regarding our long-term financial planning needs. Whether for financing our children's college education, planning for our future retirement, or assisting with wealth management items the team is very astute and is always available to assist. Additionally, all members of the group and supporting staff are very professional, helpful and patient in how they work with you.
Apr 12th, 2023

I've had nothing but wonderful experiences with this group. Their care and concern for my needs and my families needs exceed expectations. I would recommend them without reservation.
Dec 17th, 2022

Excellent experience. I have been working with Romilly Taylor at NorthCoast Group for several years now. He has provided a very personalized in depth evaluation of all facets of my financial planning. His communication and responsiveness continues to be excellent. I highly recommend NorthCoast Group to others and have referred Romilly to several of my friends.
Sep 9th, 2022