Keywords: fidelity investments ca 93940

Fidelity Investments - Monterey (CA)

Address: 🏡 553 Munras Ave, Monterey, CA 93940
Website: https://www.fidelity.com
Phone : +1 (800) 224-7566
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ-4QAQiTkjYAR3nyydS3_0Wk
#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

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

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

Del Monte Capital

Monterey Credit Union

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!
5 /5
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