Edward Jones - Financial Advisor: Michelle Moller, CFP®|CEPA® - Petaluma (CA)

Dori Dori If you are looking to get your financial life in order and get advice on the world of investing then you must schedule a meeting with Jason. He is incredibly knowledgeable and knows what he is doing. Jason is very kind and makes the whole experience very comfortable and fun. My financial situation has changed since I started following what was taught. I am so grateful and happy to have made the decision to get some advice. Schedule an appointment I highly recommend him!

Bonnie OBrien FANTASTIC EXPERIENCE!!!! Hello everyone, I just switched from a bank that I had been with for over 34 years to Monterey CU. I worked with Chris the loan officer to open my account, set up auto pays, refi my car loan and obtain a personal loan to consolidate things. Chris made this transition quick and easy! His professionalism was exemplary! Everything I was promised was followed through and followed up on by Chris. Every time I had a question it was easy to get in contact with him via phone, text or email! I also had the pleasure of working with a few other members who were also professional with wonderful customer service! The positive and welcoming presence with professionalism in the room was greatly appreciated! I highly recommend this bank to all for a great banking experience!