EVERGREEN BUSINESS SERVICES, INC. - Arcata (CA)

Heather Nyhof About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.

John Lloyd My mom worked at Eskaton since 2017. I was 8 years old then. I remembered she took me to Eskaton for Halloween trick or treat. The place was welcoming and nice, they had a lot of activities set up for the kids to have fun as well as the elderly. The environment was warm and really inviting and I had a great time there when I was little.

Lusine Gezalyan It was such a pleasure working with Mary and her team throughout the past couple of years. They took their time to explain the process from beginning to end and patiently answered all questions. Great customer service, always helpful and responsive. I was at ease knowing that I can trust someone to help with my student loans. Everything happened so swiftly and on time. Thank you Mary for all of your assistance and expertise!!

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.