The Tri-Valley Group - Morgan Stanley - Pleasanton, California

Mark M.

4 years ago, I decided it was time to roll over an old work 401k, but I wasn't sure who or what company I wanted to work with. Through my friend network, I found Bryan Furlong. His knowledge, professionalism and communication really impressed me, so I decided to go with him. Best financial decision I've ever made!

4 years later, I've seen huge growth in my 401k and since that time I've had Bryan manage other aspects of my financial portfolio. Now I see why Bryan has clients that have stayed with him for 30+ years. Without a doubt, I would recommend Bryan to anybody looking for financial planning and guidance.

Sheldon S.

My wife and I have been clients of the Henley Furlong Group for 25 years. Their attention to our financial needs have been exceptional. They always provide expert advice regarding our financial planning. Our accounts are monitored on a regular basis, and our portfolio has grown steadily over the years. The Henley Furlong Group is very professional, and knowledgeable about current trends in the stock, bond, and the other financial markets. We highly recommend the Henley Furlong Group.

Tim C.

The Henley Furlong Group - Morgan Stanley has done an outstanding job of handling our Investment and Retirement Planning needs for my wife and I for over 30 years. Their Professionalism and Experience is 2nd to none! I have gladly referred several family members and friends to them over the years. And every one of my referrals have raved about their outstanding personal service and attention to every detail.

Grace H.

Chase and Shawn are great financial advisors. And they are such good listeners! They cover everything. From home loans to 401k’s, they helped me put together a comprehensive financial plan. I feel more financially confident than ever before!

Spencer C.

After years of being in the tech world and having my 401K managed by strangers, with nothing but a talking head telling me what their analysts predict (but they don't know why) and stuck in mutual funds while these tech giants were killing the market, I was frustrated.

This happened to me several times over and on the recommendation of a friend I transferred the bulk of my 401 into an IRA under Bryan. We discussed goals and I wanted to be aggressive. That's not for everybody but I was tired of the timid investment strategies of others who had no real vested interest in me.

Bryan and I talked about key positions, and we put a plan into action and I have been very pleased since then. There is no one I'd rather trust my money and my retirement with than Bryan.

Jacklyn S.

Chase is an amazingly talented individual. He has helped get me, several members of my family and close friends get set up with investing. He is always available to answer any questions or concerns that I have. He is fast to respond and sends out helpful information via email with important dates and reminders. I could not recommend a better person and company to work with.

Gina P.

This team of wealth managers are the absolute BEST!!! I cannot say enough about their ability to advise, counsel and strategize on present and long term investments. I am honored to know and work with this group and HIGHLY recommend them to anyone!

Brittany K.

Chase is super professional and has a very good understanding of the market. I love getting weekly and monthly updates on what the market / my portfolio have been doing.