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9:30 AM - 4:00 PM
1160 Forest Ave, Pacific Grove
Investing
“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.”
9AM - 5PM
435 Washington St Suite A, Monterey
Investing
8:30AM - 5PM
100 Clock Tower Pl Ste 100, Carmel-By-The-Sea
Investing
“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.”
“Bree and Tim were stellar at getting my accounts set up. Bree walked me through the whole process and troubleshooted some problems the online system gave us. Then I was referred to Tim to advise on the type of IRA I needed. Thorough explanations were given for a novice like me and made it less intimidating. No fees were charged and it was quick! I tried to do it on my own a few times online but kept running into issues. It's always better to talk to someone in person. Plus, they gave my daughter a Fidelity Frog stuffy, which she loves. Highly recommend this staff!”
7:30 AM - 3:30 PM
26135 Carmel Rancho Blvd Suite E-200, Carmel-By-The-Sea
Investing
9:30 AM - 4:00 PM
399 ALVARADO STREET , MONTEREY
Investing
“This is my closest branch. Everyone here is very nice. However they seem to always be short on tellers? Typically one working, maybe two if you're lucky. They have updated the ATMs so you can get different denominations of bills, not just $20s which I think is cool. If you need to do business in the branch be prepared to wait, plan ahead.”
8:30AM - 4PM
126 Clock Tower Pl # 101, Carmel-By-The-Sea
Investing
9AM - 5PM
3640 Rio Rd, Carmel-By-The-Sea
Investing
Investing
Investing
Investing
“I don't know how customer service could be any more friendly or courteous. Maybe it's easy to be so pleasant when your office overlooks the ocean. I've been in this branch twice since we moved here and the personnel are just nice! The building is very clean and new looking. The back parking lot conveniently joins the Trader Joe's parking lot -- in case you didn't know.”