Stifel - Monterey (CA)

Mary Pendlay Bart and Trevin were extremely helpful and knowledgeable about my retirement concerns. Working together was so beneficial for my family. We’re in excellent shape thanks to them.

Cara Weston Kim is amazing! She knows her stuff! I highly recommend her tax 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.

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!