Top 15 Financial Advisors in Monterey, CA

Yasmine Elsherbini I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didnt need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!

Fernando Sanchez This was my first time going to AJ Houston for tax returns and they were very helpful. Great customer service and answered any questions that I had. I will definitely recommend them to my friends and family.

Mary Pendlay Bart and Trevin were extremely helpful and knowledgeable about my retirement concerns. Working together was so beneficial for my family. We’re in excellent shape thanks to them.

Cara Weston Kim is amazing! She knows her stuff! I highly recommend her tax services.

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!

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

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.

Kurt Pethick Estate Planning Retirement Planning Insurance Planning Financial Planning

LA R Very attentive financial advisor, Henry Franciotti.

Pat Fauth The ladies have been very helpful, while clearing my fathers estate.

tom housel No answer to my phone call. Terrible service