Merrill Investment & Retirement Financial Center - Carmel-By-The-Sea (CA)

Ginger Varney The four (now nearly five) years that Serenity has managed my funds have been the best experience Ive ever had with a securities brokerage. Consummate professionals, Irina and Curtis still manage to treat every client as if they have all the time in the world just for you. I cannot say enough good things about these folks.

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.

Lilian Gerch Awesome customer service. Customer service representative was very knowledgeable, courteous, quick, and efficient. The branch was neat. At the time I entered the premises, I first filled out the transaction form which was provided on the table for the customers and then I went to wait in line where there was only one person ahead of me. As soon as one of the Customer Service Representatives became available, she called the customer who was ahead of me. So, I only waited a couple of minutes total in line when the next Customer Service Representative became available and greeted me. He was very polite and utterly professional. I have been at this Hilltop Branch a few times, and each time, Ive experienced the same excellent customer service. Ive not checked if they have a drive-thru, but they have made ATMs available for their customers. One can park for free in their parking lot. There is wheelchair accessibility. It is located by a movie theatre, I Hop, and several car dealerships. Its also near the freeway, which makes it very convenient, especially for travelers. It is also close to the Pinole shopping center, close to Round Table Pizza, In-N-Out, and a lot of other stores. Just remember that if you fill out the transaction form correctly provided for you before standing in line, in the long run, it will benefit everyone because the Customer Service Representative will check the form instead of filling it out himself/herself saving time which will prevent long lines.

Sandra I have never been treated so badly at bank that I left in tears. My experience at this branch was awful. The tellers were rude. The manager was rude. Im in disbelief that the manager of a bank would be so rude and nasty. Im not going to go into detail about my whole experience but I will say that I will never step for in this branch again. I left this branch with tears streaming down my face.

Brock Hicks Zach was able to help me with a 30 yr term life policy. As a family man himself, he understood my needs and helped me consider some details I never thought of in order to put together the best policy for our family. He spent time with me and never rushed me through decisions. He made it an easy process from start to finish. Id highly recommend Zach and his company!