Merrill Investment & Retirement Financial Center - Salinas (CA)

Sargkis Soukiasian I am very pleased with my service with Sona. She explained the whole loan process to me, rates, helped me fill out the paperwork. Excellent job! I am very happy with this credit union. I wish all the best to all

Sheryl Burford My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.

istvankm This bank does not help the poor. After my wedding and starting nursing school, I couldnt keep up with maintaining $3,000 in my savings account. Therefore, the bank was charging me $15 monthly "maintenance" fees. Now that Im trying to close my accounts with them, they wont let me leave! I have to zero out my accounts (take all my $$ out) and then the only way I can close my accounts is to call the company number (1-800). But they dont let you close for a few days. Probably because they know you still have automatic payments occurring and they want to make sure your account (with $0) is charged so they can squeeze more money out of you with overdraft fees! Its a going away present for BOA! It is definitely a time for a change! If you are tired of losing $$ from BOA, get out of there ASAP! Go to a bank that isnt as complicated and doesnt charge monthly fees! I am personally going to Golden 1 for their free checking. Cant wait to finally rid myself of BOA if they ever let me go!

K. Short I initially reached out to Cally to support her with her marketing efforts because I believed in what she was doing and who she was serving. Overtime, she shared her finance strategies and resources, so that I can implement them when business starts to pick up. Until then, I cant say if they work (just yet) due to my own efforts, but I can speak on what its like to work with Cally. Cally brings a refreshing energy to finances that you dont typically find in the industry. She makes it less intimidating by being kind, compassionate and understanding, so you dont ever feel judged about your financial situation. She fills a (huge) gap in the industry, and thats why I wanted to collaborate with her and help spread the word about her amazing work. These days, strategies and resources are everywhere, and we have the luxury of choosing who we want to work with. Im thankful that Cally has stepped up to say shes here to help, in a fun-filled and Shakira-loving way, especially for communities that want something different as they tackle and own their finances. Im grateful to know her and to see her sharing her expertise with others so they can enjoy life without the stress of not the money game. I highly recommend Cally as shes ready to support you until you feel proud, excited, and comfortable with your financial journey!

Larry Sun I have been a client of Adam Gould and Dogpatch Wealth since 2014! Over the past 10+ years, Adam has provided valuable guidance, support, and management. I have an incredible amount of effortless trust for Adam and his experience. He has been with me in my career, life, and the changes in this global economy at every stage. I recommend him highly!

larry rock I went to the Seaside branch of Central Coast Credit Union this morning To find the bank went out of business The signs were gone ,ATM machines gone like there never was a bank there I was just there two weeks ago and no signs that they were leaving Another credit union Wescom sent me mail Regarding the purchase of Central Coast But said nothing about closing the branch And even included the Seaside branch on their paperwork and mentioned how smooth the transition would be starting June 1 A month away. Hope they didnt make off with my money!