Merrill Investment & Retirement Financial Center - Monterey (CA)

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

Fernando Sanchez This was my first time going to AJ Houston for tax returns and they were very helpful. Great customer service and answered any questions that I had. I will definitely recommend them to my friends and family.

Indie VR Great company. Great honest people. Count yourself lucky if you have the opportunity to do business with them. -Amanda