Keywords: monterey credit union ca 93940

Monterey Credit Union - Monterey (CA)

Address: 🏡 501 E Franklin St, Monterey, CA 93940
Website: http://www.montereycu.com
Phone : +1 (831) 647-1000
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJq1pcVDvkjYARd93rmJ-O4EE
#California

Hawley Note Investments
Stephen Smith I had 20-30 solicitations to sell my note. I chose Rogers Hawley because they seemed honest and straightforward and were a family company with many years in the business. The result? I sold my note to them and the experience was seamless, easy and smooth from beginning to end. I recommend them wholeheartedly!
5 /5

Michael McCloud - Financial Advisor, Ameriprise Financial Services, LLC

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

Thrivent Financial

AJ Houston Financial Services
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.
5 /5

Juran Wealth Management Inc.

Monterey Trust Management
Indie VR Great company. Great honest people. Count yourself lucky if you have the opportunity to do business with them. -Amanda
5 /5

Morgan Stanley Financial Advisors
LA R Very attentive financial advisor, Henry Franciotti.
5 /5

First Command Financial Advisor - David Slater, RICP®|CFP®
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.
5 /5

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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