UBS Financial Services Inc. - Riverside (CA)

Enrique Mendoza The rates are the best I have seen by far. Parking is limited for front entrance, but plenty on the side. Was offered a loan for a vehicle purchase with no credit pull, which is always nice, I want another pre-approval please :) I did have one time where the ATM did not accept my CASH deposit, was a little annoying to go inside to deposit inside where I am in a hurry, but I rarely carry cash so its not a deal breaker, I rarely pull cash out, most things are done with tech such as phone, online. Have not written one check with them. Have not experienced one bad representative overall I am satisfied and I do recommend to those who can apply. I dont make it a habit to lose my cards and wanting a temporary card, for what.

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.

David IsHere I’ve had my taxes done with McPherrens for several years and they have always been highly professional and always helpful. Quick and efficient, I have found having McPherrens do my taxes is worth the money.