Merrill Lynch Wealth Management - Palo Alto (CA)

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.

Monica Ruvalcaba Driving one the 210 going East bound at approximately 1712 one of your drivers almost crashed me because he cut me off. I had to break heard not to crash him, car behind me almost hit me. Definitely not a safe driver. Not only did he cut me, but other vehicles as well. Not a safe driver. Company vehicle said “ROYAL” on the back. Plate number 42337M2.

Kristen Nicole I’ve been to a couple different accountants and Greg is by far the most helpful and professional! Thanks Greg!

Mike Simms I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+

manisha raiyani If you are looking for a trustworthy company to manage your property then look no further. They are managing our property since last few years and we are highly satisfied with their services.