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“MR DONALD RICHARD HAS REALLY HELPED ME IN TRADING AND MAKING A LOT OF MONEY FOR THE SUPPORT OF MY BUSINESS, I HIGHLY RECOMMEND HIM TO EVERYONE IN THIS PAGE TO ALSO GET ADVISE FROM HIM ON HOW TO MAKE MONEY ON FOREX TRADING.”
“I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.”
“Super amazing staff, they were very friendly with me and constantly checked in on me while I was waiting for assistance.
They offered drinks and snacks while I waited which was really nice.
Slightly concerned that the front desk handles a lot of the work. They handled my account application to open a savings account and dealt with depositing checks and other things.
I can’t speak for the staff but it might be good to get another worker at the front desk or delegate other people to help with certain areas.”
“Great Bank - wonderful staff - very helpful. We have a new business account with them and they don't allow online banking. We may have to change banks. Online banking is a deal breaker for us.”
Financial Advising
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“Joel really knows what he's doing. My husband has about a million 10-99s and Joel is always so helpful making sure we don't miss a thing! The bad reviews are just from people who have no sense of humor! He is professional and will get your taxes done in a timely matter. If you want to take the worry out of your taxes next year, hire Joel!”