Merrill Investment & Retirement Financial Center - Salinas (CA)

peter kurtiss A lifetime of unhappiness with banks led me to seek shelter at SDMCC (now Wheelhouse), where I am entering my third decade of peace and serenity. Great personalized service (including help with an embarrassing little problem), no fees, and an amazingly vigilant fraud detection AI leave me happy as a fat rat in a cheese factory. Ill never leave -- unless they close the Chula Vista branch!

Matt Saia If you have a fear of investing because you dont completely understand the markets, I highly recommend talking to Bill. He does a great job making complex investing sound simple for the "average" person to understand. Bill knows his stuff!