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!

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!!!!

Stephanie is fantastic to work with! Super knowledgeable, and got us a great return. She is able to…read moredo just about everything remotely, which is nice. We will definitely use her again for our small business needs.

Worked with Stephanie for my small business. She is very knowledgeable and easy to work with. She…read morehandled all of my tax issues and was even able to amend an old return to fix something that someone else did incorrectly. Very good experience all around.

Francisca went above and beyond, with great customer service! She was very kind and helpful!read more

Liz Nelson is awesome to work with. She is on the top of things. Very low interest rate for cars &…read moreher communication skills is excellent. I recommend Liz Nelson 10/10.

Lupe is the best!!!! i have done my taxes for 3 years i couldn;t be happier! have recommended her…read morewith family and friends and they also agree she is the best.

I'm so happy to have Lupe as my tax accountant! As a small business owner, working with her has…read morebeen amazing. She's professional and always takes the time to ensure I understand everything. She has been helping me year after year! If you're a small business owner like me, do yourself a favor and work with her!

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.

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 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.

Customer service has always been excellent! I highly recommend Tracy & her office staff…read more(especially Kay).

I needed some important paperwork. Ms. Esmeralda was very polite. efficient, as well as very…read moreprofessional And immediately took care of the paperwork. I appreciate her assistance as well as kindness toward me since I am elderly and needEd extra help. Thank you Ms. Esmeralda for being an outstanding representative for State Farm! Lucy Vucina