Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, LLC - Monterey (CA)

J Vino Excellent branch with phenomenal customer service. Branch manager Helen worked quickly and efficiently to help get my account established. Highly recommend!

Marie Ornelas My husband and I just recently started working with Kim and I’ve never been more optimistic about our financial future. Her presentation is very informative and she does a great job of explaining everything in a way that’s easy to understand. I’m really looking forward to working with her going forward.

Mari Valencia Ive been going to Lupita for my taxes since 2009. She is an amazing person and a great businesswoman, and she works very efficiently. Lupita is incredibly knowledgeable, attentive, efficient, and has excellent interpersonal skills. The entire team at this location is like family, respectful, and well-informed. I highly recommend them to anyone in need of tax services.

xin luo The amount of information is real and the rental is fast. It’s a good local life service platform.