Monterey Trust Management - Carmel-By-The-Sea
Indie VR Great company. Great honest people. Count yourself lucky if you have the opportunity to do business with them.
-Amanda
5 /5 Rika VL: I recommend Doug Williams and his office manager Kristi Scherbaum very highly to anyone who needs financial advice and who wants to secure their family’s and their own future.
Doug is highly experienced, extremely knowledgeable, and top-notch with his recommendations for investments. He is easy to talk to and very responsive to calls/questions you might have. He doubled some of my investments in only one year!
Kristi also is top-notch. Very professional but also easily approachable, quick to respond to phone calls and emails, and truly caring. These are attributes I have equally found in Doug.
I highly recommend Doug and Kristi at the Edward Jones branch in Alpine, CA to everyone who needs financial advise and who wants to invest in a safe future for their family and their own retirement.
Rika (M.D.)