Keywords: establishment,finance,point_of_interest

Merrill Lynch Financial Advisor Kay Sullivan - Monterey (CA)

Address: 🏡 200 E Franklin St, Monterey, CA 93940
Phone : +1 (831) 264-9457

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxU6bmLTpjYARulQQz_dRdmI

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    Robert Evans: Brian is attentive, demonstrated subject matter expertise and was very helpful. Really appreciate his customer service. I highly recommend Brian Robinson and plan on enlisting his services as long as he is with Block Advisors and is willing to help me with my taxes. I highly recommend this particular tax advisor. This was the first time I used a professional do complete my taxes and the quality of the service will keep me coming back.
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    Chata Rocha: Unprofessional staff that gives you wrong misleading or inaccurate information if they are paying your vehicle loan good luck if your bank gets the payment, they mail it out with no tracking, and they wont cancel the check until 30 days meanwhile your car payment will be late your credit score will go down. They dont care about your credit. You are a number for them and be aware of the 34% or more APR !!!! way more than credit cards. Be aware they want your money they dont want to help you with bedt but will get you into more bedt.
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    Leo Jenkins: One of the things I have learned in life is that it is important to get advice and equally important to know when you should get advice. I wish I had known that when I was younger and I was making fairly good money. In retrospect I would gladly spend a thousand or two for financial advice that would have returned many thousands over the years that lay ahead of me. David Jenkins, my son, has shown me the wisdom I so lacked when I it should have been a crucial part of my younger days and life. I highly recommend spending a few minutes with him to avoid the cost of neglecting what may be the most important factor in your and your family’s future. He has been raised with the values of Honesty, Integrity and doing the right thing even if it cost him some benefits and has gained much knowledge and experience over the past 20 some years. He also has the wisdom to use that knowledge and experience prudently.
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