Parkshore Wealth Management - Granite Bay (CA)

Ogden Williams My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris Cabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris’ services for years and he developed an excellent relationship with them, something that wasn’t always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris’ expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne’s help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It’s been a pleasure working with them.

Shyanne Salas Supportive and Personable Working with Michelle Paxton was such a relief she made everything so easy and stress free. I appreciated how genuinely she cared about my goals and how quick she was to respond to any questions I had. Her support made a big difference for me, and I’d recommend her to anyone needing a dedicated, friendly, and professional business banker.

Mary Ellen Chadwick Aaron and his staff are our go-to accountant firm. They answer my questions, they are pro-active in their recommendations and our taxes are done in a timely manner. They are professionals. I know that our businesses are in good hands with Obenyah LLP!

Robby Jewelz Joe is the Man!!! very professional and very helpful. The whole team has great personalities which make it easy and pleasurable to do business with. I’ve been a member 4 years and I’ll forever do business with the company.