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.

Great local bank, very clean and very nice people, no BS kind of bank, the reason fro 4 instead of…read more5 stars is the mean old redhead. She is cranky and not that nice.

Be careful. They did my taxes for a couple of years, but last year, the preparer made a huge…read moremistake. I sent email after email with no response...the mistake made was over $7,000. I found another CPA to fix the issue, which cost me $1050 to resubmit the taxes. That $1050 was worth it, as I received credit for that $7,000 right away. The new CPA was shocked at what a simple mistake Hayashi Wayland made. Strongly suggest you stay away.

Highly recommend using this company for your services. Carrie at the front desk is very helpful as…read morewell as Marcella. Will refer to family and friends so that they can assist them with all of their needs.

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!