Keywords: establishment,finance,point_of_interest

Integris Wealth Management - Monterey (CA)

Address: 🏡 435 Washington St Suite A, Monterey, CA 93940
Phone : +1 (831) 333-1717

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJNxk2giTkjYARb199x9PgUIU

Others Near Monterey,CA

  • Top 15 Financial Advisors in Monterey, CA

    09-2025 Integris Wealth Management in Top 15 Financial Advisors in Monterey, CA
    • Creative Planning - Monterey
    Ogden Williams: My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris Cabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris’ services for years and he developed an excellent relationship with them, something that wasn’t always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris’ expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne’s help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It’s been a pleasure working with them.
    Morgan Stanley Financial Advisors - Monterey
    LA R: Very attentive financial advisor, Henry Franciotti.
    First Command - Monterey
    Julia Sherburne: I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.
    Fidelity Investments - Monterey
    Kalia Mitchell-Silbaugh: I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.
    Stifel - Monterey
    Jeff Arnold: Had to call many times on different days to get someone to answer the phone.
    Rand, Williams & Associates, LLC - Monterey
    Hawley Note Investments - Monterey
    Stephen Smith: I had 20-30 solicitations to sell my note. I chose Rogers Hawley because they seemed honest and straightforward and were a family company with many years in the business. The result? I sold my note to them and the experience was seamless, easy and smooth from beginning to end. I recommend them wholeheartedly!
    Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLC - Monterey
    Gorman Financial - Monterey
    Juran Wealth Management Inc. - Monterey
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