Central Coast Financial Management - Monterey (CA)

T T Ugh, had to change all accounts due to theft and Mr. Rezwani and Shankar really helped Dad and I out...it took a few HOURS! The personal attention and excellent customer service for all these years from all the staff (Amy, Lou, Veronica, Rukhshana, Narina too) is what sets them apart from the larger corporations where you will be treated like a number. Here you never are. A+

Larry Sun I have been a client of Adam Gould and Dogpatch Wealth since 2014! Over the past 10+ years, Adam has provided valuable guidance, support, and management. I have an incredible amount of effortless trust for Adam and his experience. He has been with me in my career, life, and the changes in this global economy at every stage. I recommend him highly!

HOTDOG COSTCO Adrian gave me a EFFOC and he explained our friend group and all this cost only 25 cents

Kristin Dobbins The tellers are always super sweet and efficient! I bank here through my business and they treat everyone with respect and professionally. The lines get a bit long so be prepared to wait because they can have anywhere between 1-4 tellers at a time. Be patient, it’s a business that provides a service and you know you want them to spend all the time you need once it’s your turn!