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!

Polite professional customer service by the staff in this Schwab local office. The customer service…read morerep was besieged with clients lined up for her attention but handled the queue expertly. Very impressive. It's a small office and the building is older. Frankly most bank branches in the county are more modern and (physically) accommodating. I would expect a little more from an investment brokerage. Dinged the one notch for the odd building set up.

We have been a client with Schwab for many year. Recently we have been unable to contact our local…read morerepresentative, Linda, by phone. Their local phone number never gets answered instead it switches you to their General number. I ask them if Linda is still with Charies Schwab, and they check the directory and tell me she is not listed. Fidelity is far more easy to work with, therefore we will mostly likely transfer our account to Fidelity. Too bad as Linda was an excellent advisor.

I have never dealt with anybody like Daniel. Thats a very bad thing. I send my check to the state…read moreof California, and I send my info back to Daniel minus the check for $125.00. Sure enough Daniel calls me saying, he can't file my taxes until he gets paid. its funny how when i tried to get a hold of Daniel over and over and over again to see what the problem with my taxes were, he could take time out of his day to respond to me. Now that he didnt recieve his money he call me immediately. When he did call asking for his money, my response was do you deserve this payment? Mind you it took 7 months to do my taxes, with repeated efforts to contact Daniel with no response. He said yes. He also said that he would have gotten the same results( me having to pay the state, for the first time in my life too) if it would have taken him two weeks. My math isnt that good but 2 weeks(14 days) is a lot less time to wait than 7 months (210 days). I understand that the service he provides cost money, I would like to think that my time is worth something. All the time i spent calling Daniel, and stressing about my tax situation, and having to bug the accounting dept. at my work to get another copy of my w-2, should be worth something. to sum this up: 1- sent my info into your office in March 2- time after time getting no response from Daniel after calling and writing letters. No calls back, no text messages, no e-mails, no letters in response. 3- a service rendered after 7 months, which should have taken two weeks. 4- being charged $125.00, (which was never disclosed to you) 5- Then saying if the payment is not enclosed, Daniel will not finish the service. 6- I feel like my taxes are being held hostage. I have never felt so wronged in my life. if this is how Daniel treats all of his clients, I dont understand why he is still in business. He cant respond to my questions about my taxes, but he can call me and ask for his money. Thank you Daniel for letting me see how you really are. i now dont trust you, or your company. I really hope people read this and take their business elsewhere. Do unto others Daniel! I am a heavy believer in Karma, so I believe what goes around comes around. I hope it does come around. You cant treat people like this and get away with it. i hope you sleep well at night Daniel. i know i will after this, and after i file a complaint with the better business bureau.

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.

A very reliable financial expert though took some time before I was able to reach. Good thing I…read morereferred me to a reliable investment firm and they offer the best client based investment service.

I went to Nancy because I needed a fiduciary/trustee for a special needs trust. She insisted on a…read more$500 retainer just to review my case. A big red flag. Otherwise, she was very responsive and seemed capable, but I didn't hire her. Beware of her five star rating on Yelp; the review is from her friend not a client. She has no client reviews.

I have known Nancy for 20 years, she's dedicated to helping families get through trying times. I…read morehave personally worked with her, she's professional, thorough and looking out for your best interest. I'd recommend her to you! Patrick Adair, Intero Real Estate - senior specialist