Menu
CB Cryptocurrency Morgan Stanley Smith Barney 23100 Northeast Saint Helens View Road, Yacolt, WA, 98675, US
Morgan Stanley Smith Barney company logo
Morgan Stanley Smith Barney
reviews & complaints
Morgan Stanley Smith Barney company logo

Morgan Stanley Smith Barney

23100 Northeast Saint Helens View Road, Yacolt, WA, 98675, US
Learn how the rating is calculated
1 complaint
File a complaint Write a review
Category
ComplaintsBoard
L
2:36 pm EDT
Verified customer This complaint was posted by a verified customer. Learn more

Morgan Stanley Smith Barney - Backlog for Estate Processing

Dad died Dec. 28, 2014. MSSB contacted immediately to set up the estate account and establish the inherited IRAs. All the paperwork was delivered by the end of April. Phone calls to the "Client Advisory Center" every 2 weeks flip flop with "we have everything" to "we are missing". Duplicate forms submitted by mail, fax and e-mail on multiple occasions. Amazingly we have managed to dispose of a house and car, collect insurance proceeds, and all other aspects of the estate FASTER than MSSB can transfer assets in its estate department due to "backlogs". Is there any standard that they have to meet? What is the right agency to contact to encourage them to process anything professionally? The person responsible has returned NO phone calls. The random person answering the phone calls has to read the looooong file before being able to talk to me. It should be criminal to fail to process estate claims in such a manner. My sister's medical bills are piling up, and her lousy $10, 000 share would be such a help to her. This is the Richard Sargeant Estate, [protected].

Read full review of Morgan Stanley Smith Barney and 1 comment
Hide full review
1 comment
Add a comment
Z
Z
Zoe Willow
, US
Apr 12, 2024 12:30 pm EDT
Verified customer This comment was posted by a verified customer. Learn more

i am so grateful to rubensavage for helping me out. you can click on the image attached for more info.

Giving a Voice to Consumers

We support genuine feedback

At ComplaintsBoard, we know how real consumer issues matter. Our platform is a special place for honest opinions, where people share their reviews openly and honestly, whether good or bad.

We are committed to authenticity

Our team checks each complaint or review thoroughly to confirm that each one comes from a real customer experience, keeping our platform trustworthy.

We prefer proof

We're totally cool with complaints, as long as you've got some evidence to back it up. Whether it's a photo, a detailed story, or documents, providing evidence makes your complaint more believable and helps others make smart choices.

We’re all about conversations

ComplaintsBoard is more than just a place to share complaints; it's a community where we talk things out fairly. We welcome reviews that not only point out problems but also mention any positive experiences, giving a balanced view.

We are open to everyone

We're dedicated to providing a fair and unbiased platform for all complaints. Every complaint is important to us, no matter what it's about, ensuring your concerns are heard and respected.