Morgan Stanley Financial Advisors - Monterey (CA)

Jerry Pascoe My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

thad Miller Been working with Jim . For 10 years now. Just finished off paying my house. Its been nothing but a pleasant journey with him. I would definitely go back to do it again. Thank you

Stephanie Aleman In an emergency, I opted to call this lender for a title loan estimate. Their competitive and honest offer made my decision simple, and I received the money I needed quickly.

Tom Faulk The best financial advisor Ive ever had over the years!