Sequoia Wealth Advisors and Investment Management, Inc. - Aptos (CA)

Juan Becerra Throughout our home-buying process, Kyle Wilkins and his team were incredibly communicative. They promptly answered calls and emails, keeping us informed about every development. Their ability to clearly explain complex contract details was particularly helpful. Thanks you Kyle for making my dream to become a reality.

Bonnie OBrien FANTASTIC EXPERIENCE!!!! Hello everyone, I just switched from a bank that I had been with for over 34 years to Monterey CU. I worked with Chris the loan officer to open my account, set up auto pays, refi my car loan and obtain a personal loan to consolidate things. Chris made this transition quick and easy! His professionalism was exemplary! Everything I was promised was followed through and followed up on by Chris. Every time I had a question it was easy to get in contact with him via phone, text or email! I also had the pleasure of working with a few other members who were also professional with wonderful customer service! The positive and welcoming presence with professionalism in the room was greatly appreciated! I highly recommend this bank to all for a great banking experience!