Rand, Williams & Associates, LLC - Monterey (CA)

Fernando Sanchez This was my first time going to AJ Houston for tax returns and they were very helpful. Great customer service and answered any questions that I had. I will definitely recommend them to my friends and family.

Stephanie Wichmann Ralph is very easy to work with and took the time to help answer any questions. :)

Julie Bergmann I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

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!