I recently changed jobs and I was given my retirement rollover information to transfer to another rollover account. Being completely unaware of how this process/transactions actually work. I was referred by a good friend to contact William McBride IV, CPM at Pacific Heritage Group at Morgan Stanley. What a life savor! I spoke to William at length (on several occasions) before actually having him handle my rollover transfer. William explained in detail exactly how the company works, the benefits to me and how things would be handled. I had a complete understanding of everything before any transfer was made. William went above and beyond to make sure the rollover transaction was handled correctly. I have complete trust and confidence in William that going forward in the future he will make sure any and all transactions will be made in my best interest. Thank again so much William for everything you did for me. Without you, this rollover/transfer would not have been possible. Sincerely, Maria Stibelman
I recently changed jobs and I was given my retirement rollover information to transfer to another rollover account. Being completely unaware of how this process/transactions actually work. I was referred by a good friend to contact William McBride IV, CPM at Pacific Heritage Group at Morgan Stanley. What a life savor! I spoke to William at length (on several occasions) before actually having him handle my rollover transfer. William explained in detail exactly how the company works, the benefits to me and how things would be handled. I had a complete understanding of everything before any transfer was made. William went above and beyond to make sure the rollover transaction was handled correctly. I have complete trust and confidence in William that going forward in the future he will make sure any and all transactions will be made in my best interest. Thank again so much William for everything you did for me. Without you, this rollover/transfer would not have been possible. Sincerely, Maria Stibelman