Keywords: daniel kreer morgan stanley ca

Daniel Kreer - Morgan Stanley - Monterey (CA)

Address: 🏡 401 Fremont St Suite 200, Monterey, CA 93940
Website: https://advisor.morganstanley.com
Phone : +1 (831) 646-6118
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJjzhm8cbljYARkEbHy0R7VWg
#California

Block Advisors

Robert Evans Brian is attentive, demonstrated subject matter expertise and was very helpful. Really appreciate his customer service. I highly recommend Brian Robinson and plan on enlisting his services as long as he is with Block Advisors and is willing to help me with my taxes. I highly recommend this particular tax advisor. This was the first time I used a professional do complete my taxes and the quality of the service will keep me coming back.
5 /5

Thrivent Financial

Compass Tax And Financial Services, Inc

Yasmine Elsherbini I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didnt need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!
5 /5

Edward Jones - Financial Advisor: Milda Esquivel, CEPA®|AAMS®

Pat Fauth The ladies have been very helpful, while clearing my fathers estate.
5 /5

Stifel

Jeff Arnold Had to call many times on different days to get someone to answer the phone.
1 /5
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