Mahena has been doing my taxes for over 10 years! She is very thorough, asks detailed questions and…read moremakes sure you are getting back what you've earned! There is also no question she can't answer and she is very kind, her staff is friendly and everything feels simple! Highly recommend her!

Amazing service. It was easy and they made it so easy. They answered all our questions and assisted…read moreus with any tax questions

Aviala Houston was great. She did her homework on me and what I was coming in for. She knew the…read moreanswers to all our questions and helped us so much. We now know what we are doing on the fidelity accounts and feel really comfortable with the result. Thank you Jana and Luke Young

I have had consistently positive experiences with the staff at the Fidelity branch in Monterey -…read morethey go above and beyond to provide excellent customer service and resources. I particularly am grateful to Aaron, who spent 45 minutes on the phone with me to help me and made sure that everything I needed was resolved. Thank you!

Very courteous. Get there early because it gets crowded quickly. And you will find yourself waiting…read morein the parking lot in the long line. The staff is very knowledgeable and helpful.

Such friendly and helpful people. Well stocked with just the map(s) we needed for a recent road…read moretrip.

My agent Aly was helpful, she found the best discounts and got me the best coverage for my dollar…read moreand vehicle. I will recommend her to all my friends.

Do Not! I repeat Do Not use them they screwed me over a whole year saying my due date was…read moreunchangable and if my due date needed to change to the 3 rd of the month I needed to call on the 14th to make it due 21 days after start date! That was A lie! I just started it on the 14th and my policy payments are all due on 14th not the 3rd now! I am on SSDI and this has cost me a year of late fees paid to them. I am being charged $124 a month liability only. Rip off! And The new policy is more expensive than the last this year what did I do for the increase I didn't even drive the car as it was in shop all year. Makes me want to just chance it and go no insurance and risk a ticket rather than pay these thieves another dime! I called several reps to correct the issue and all I got were more lies and still my bill is due 11 days after my payday. They also charged me $400 + as a down payment that I can't even make as I only get paid once a month and I still owe $185 to them for the down plus my first months bill in November! Shame on all of you for doing people who are struggling to begin with like this!!!!

i've been a long time ba customer. They now have two lines one for business and one for…read morenon-business don't understand why you have a business line. If you stand in that line they take the people from the other line 1st walked in today five people in line I'm the only one in business and once the five people were done, then I was waited on might be moving my business. this is not the first time it's happened to me or my wife. it won't let you post a review unless you give them a go figure

Friendly staff super helpful and pleasant. Just opened new accounts with them and really glad to be…read morepart of this credit union who give back to our community.

I spoke with a woman at this branch Joanne levy, was so rude and insensitive. My moms husband died…read morerecently and I was trying to get some general information. She talked down to me and didn't have one empathetic word about our loss or the difficulty in dealing with the financial issues involved , she ended up hanging up on me. I called the client advocate # 866-227-2256, she was very nice and understanding and apologized for the awful way I was treated. Also the so called financial advisor dan kreer didn't give me the time of day. My family will have nothing to do with Morgan Stanley after this is complete.

I had a very pleasant experience with Morgan Stanley's Monterey branch. I called in looking for…read morefinancial advice and was connected with a gentleman by the name of Dan Kreer. He was extremely professional, knowledgeable and patient. I most definitely recommend using their services.

I want to give a special thank-you to Claudia at Golden 1. I came in right before closing and had a…read moreproblem that could have turned into a major inconvenience. Claudia took the time to listen, understand the situation, and came up with a smart solution by helping increase my Wells Fargo card limit so I could complete my payment before 5:00 p.m. Her knowledge, quick thinking, and willingness to help saved me a lot of time and stress. What impressed me most was that she didn't just process a transaction--she genuinely looked for a way to solve the problem. Customer service like that is rare these days. Thank you, Claudia, for going above and beyond. Golden 1 is fortunate to have someone as professional, knowledgeable, and helpful as you representing them.

They offer the best rates on car loans, personal loans, certificates of deposit. You don't have to…read morevisit the place either. You can apply online or on the phone as well. I received my approval the next day. They explain everything clearly!!

I recommend this business they are very professional, nice and polite specially Aracely/lorena…read morePacheco great agent very professional every time we go she attends us with our insurance needs