Chuck A Evans - Financial Advisor, Ameriprise Financial Services, LLC - Monterey (CA)

Alex Urbina Very good customer service very supportive

Michelle White I have had nothing but hassle with this office. I recently had to make an appointment with the irs over my trust account and the irs said that they never received my 1099r from edward jones so when I called Katie answered and backly called me a lie and that they couldnt resend them to the irs. I have had nothing but trouble with her since she realized who my sister was and is not very professional.

jacque gutierrez Tori and Alex are the absolute best! They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world! They are the definition of professional, they’re so caring and have the greatest most solid team! I 100% recommend choosing Tori and Alex as your financial planners!