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Morgan Stanley Financial Advisors - Monterey (CA)

Address: 🏡 401 Fremont St Suite 200, Monterey, CA 93940, USA
Phone : +1 (831) 373-1861
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJrX7fPyXkjYARMV118QWz9xg
#California
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J.P. Morgan - Palo Alto

ET Thomas The best 7/1 mortgage rates around. Andrew Holtz is professional and always responsive. I highly recommend First Republic. I referred a friend to the bank and she got a mortgage for her house in San Francisco and had the same experience as me with her loan officer in SF.
5 /5

Patelco Credit Union - Concord

Fred Ortanez Spoke with a banker/employee named Alexander Sanchez, and he was wonderful and polite. Even though his computer stalling and delaying while he was starting our application for a loan; he was very detailed and informative on our account. He worked through his lunch I believe even his manager was mad he didn’t take his lunch, but he was committed to complete our application. I wish more bankers were like him. A++ service in my book. I hope all Patelco branches have their employees put customers first too. Makes us feel appreciated. I feel so bad for the employee. His management was adamant on him rushing the process, but he was great in every way. And we opened a checking and savings account too just because he was so very kind and understanding.
5 /5

Edelman Financial Engines - Fresno

Thomas Fortin Eric and his staff are great, easy to work with and extremely knowledgeable, would recommend to anyone looking for financial planning.
5 /5