A very reliable financial expert though took some time before I was able to reach. Good thing I…read morereferred me to a reliable investment firm and they offer the best client based investment service.

Vestus Group has given really good financial advice. My advisor listened to my financial goals and…read morediscussed carefully with me my tolerance for risk. From this discussion we put together a portfolio which has performed very well. I am not really financially sophisticated and my advisor explains financial issues in a clear concise manner. i could not be more satisfied with a financial advisor

From the owner: We understand the importance in providing flawless Monterey, CA Financial-Services. That is why…read moreVestus Group Wealth Management is the most trusted company in our field. We take pride in retaining loyal customers.

Cathy was really no help. I wanted to transfer $ into an account, she wouldn't do the transfer,…read morewouldn't help me really on understanding anything. Maybe she was against my investments, but I asked for help, and she just told me she'll give me my money back. Waste of time and .

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I went to Nancy because I needed a fiduciary/trustee for a special needs trust. She insisted on a…read more$500 retainer just to review my case. A big red flag. Otherwise, she was very responsive and seemed capable, but I didn't hire her. Beware of her five star rating on Yelp; the review is from her friend not a client. She has no client reviews.

I have known Nancy for 20 years, she's dedicated to helping families get through trying times. I…read morehave personally worked with her, she's professional, thorough and looking out for your best interest. I'd recommend her to you! Patrick Adair, Intero Real Estate - senior specialist

I have been going to Compass financial for 3 years now and Zach is always so professional . The…read moreclient portal is so user friendly and Zach responds to every question. Stellar service in a timely manner !

New tax preparation client here! Had a really great experience with Aimee - transferred my tax…read moreinfo from another provider and feel like I got friendly personalized service at a really reasonable rate You want to feel confident that everything is done right and that's just how things turned out for me. Did my tax preparing via a couple of emails and uploading of my tax docs to a portal online. Easy and straightforward, and I really like the idea of using a local resource via a nameless HR Block or TurboTax helper who may well be located in another state. Recommend these folks and will use again.