The best person you NEED to meet, hands down! Janine and team will be sure to take care of your tax…read moreneeds, no matter what it is. Whether it's personal, business, unsure of how to go about either, they got you! They give you a great piece of mind, and level of expertise that's rare and hard to find. Plus, everything they do is done diligently and professionally. Know you'll be taken care of here! Plus, they have pooches around, if you like furry friends! Talk about pet therapy too -- bonus! I recommend them hands down, and even if you have questions and just curious, as away! You're in good hands.

My business and my personal taxes were behind, and we were in dire need of help. When we reach…read moreout, Janine instantly put us at ease. I sent her our past taxes, and she immediately got to work. Within a very short amount of time she had us caught up, reconciled and had everything in order. Unbelievable!! Her rates are very reasonable and her professionalism, attention to detail and constant communication is the best you'll find. I highly recommend Janine and Big Dog Financial services for all your tax & financial needs. She was my savior!

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris…read moreCabanillas 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.

From the owner: Investment management Advanced financial planning…read moreWealth management

Aviala Houston was great. She did her homework on me and what I was coming in for. She knew the…read moreanswers to all our questions and helped us so much. We now know what we are doing on the fidelity accounts and feel really comfortable with the result. Thank you Jana and Luke Young

I have had consistently positive experiences with the staff at the Fidelity branch in Monterey -…read morethey go above and beyond to provide excellent customer service and resources. I particularly am grateful to Aaron, who spent 45 minutes on the phone with me to help me and made sure that everything I needed was resolved. Thank you!

Don't bother hoping to get personal help or advice unless you have A LOT of money to invest or…read moretransfer. The receptionist asks you right up front how much money you have, and if it doesn't meet a certain threshold (unknown - maybe $100,000 +) you won't get a courtesy call back for an appointment.

Is this company run by a committee of morons? The lower level guys call me to get things done but…read morewe cant because my accounts are frozen until someone from the inheritance group looks at my wife's accounts and transfers them into my name. Right now the wait is over 25 business days to get a person assigned and then there is a wait to get it done. A non moron would look all around the company for someone with the skill set to clear up this back log. My hope is the very competent lower levels get promoted fast and the trash at the top gets cleared out soon.

I recently relocated to the Carmel area. Nursal Matsu and Tricia Cruz made the process of opening a…read morenew checking account at the Carmel Rancho Lane branch of Fremont Bank both very easy and a pleasant experience. Both are very professional, knowledgeable, efficient, personable, and have a fun sense of humor. All my questions were answered. The office is conveniently located near the intersection of Hwy 1 and Carmel Valley Road. I look forward to doing business with this office and highly recommend them! Thanks again for such a positive and seamless experience.

Zack at Fremont Bank in Carmel went out of his way to help us avoid an hour's drive to Carmel…read more Thank you Zack!

Vestus Group has given really good financial advice. My advisor listened to my financial goals and…read morediscussed carefully with me my tolerance for risk. From this discussion we put together a portfolio which has performed very well. I am not really financially sophisticated and my advisor explains financial issues in a clear concise manner. i could not be more satisfied with a financial advisor

From the owner: We understand the importance in providing flawless Monterey, CA Financial-Services. That is why…read moreVestus Group Wealth Management is the most trusted company in our field. We take pride in retaining loyal customers.

Horrible Bank. Online Banking is a joke. It's outdated & not user friendly. I had to go in to do a…read moredeposit & they gave me someone else's account print out. The Teller that helped me had a heavy Asian accent & so it made it hard to communicate (hence getting the wrong account information of someone else) just extremely frustrating banking here. I Closed my account & went to another more out together professional local bank.

I have been both a commercial & personal account customer of Monterey County Bank for over 30…read moreyears. I love the personalized attention, professionalism, and banking expertise they have given me over my many years with them. It is nice to walk into a bank that makes you feel safe & works efficiently.

Juanita was amazing, she made it really easy to do my taxes and took all the stress. I'm planning…read moreon coming back next year again! Juanita fue increíble. Me facilitó muchísimo la preparación de mis impuestos y me quitó todo el estrés. ¡Planeo volver el año que viene!

I decided to use their service today to file a PNO on my car…read more The only thing I didn't care for is they charged a $25 service fee on top of my $22 PNO registration which made the total cost $47, more more than double what it would have cost me at the DMV. On the flip side, it's light years more convenient than waiting in the looooong lines at the DMV office, which actually can take the better part of a day. Also, the staff here was very nice and friendly.