Monterey Trust Management - Carmel-By-The-Sea (CA)

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!

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

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

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.