Keywords: establishment,finance,point_of_interest

J.R. Williams - Financial Advisor, Ameriprise Financial Services, LLC - Monterey (CA)

Address: 🏡 1 Lower Ragsdale Dr Bldg 1 Ste 100, Monterey, CA 93940
Phone : +1 (831) 643-6361

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJa60YOp7ljYARyVf6maLv29s

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Bonnie OBrien: FANTASTIC EXPERIENCE!!!! Hello everyone, I just switched from a bank that I had been with for over 34 years to Monterey CU. I worked with Chris the loan officer to open my account, set up auto pays, refi my car loan and obtain a personal loan to consolidate things. Chris made this transition quick and easy! His professionalism was exemplary! Everything I was promised was followed through and followed up on by Chris. Every time I had a question it was easy to get in contact with him via phone, text or email! I also had the pleasure of working with a few other members who were also professional with wonderful customer service! The positive and welcoming presence with professionalism in the room was greatly appreciated! I highly recommend this bank to all for a great banking experience!
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kathy wright: I had no idea that a fiduciary is just a test and a payment, then next day your a CEO of your own firm of two and you have the access and control over other peoples financial future. Check everything and then find a reputable financial institution. Not this lady. She is good at not being accountable legally. She knows the courts well. Just look up Monterey Court Website and type in her name in Probate Notes option.
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