Monterey Private Wealth - Monterey, California

Monterey Private Wealth is a highly regarded financial planning firm located at 2340 Garden Rd #202, Monterey, CA 93940. The firm can be contacted by phone at 8313723426 or through their website montereyprivatewealth.com. Their specialties include financial planning, financial consulting, and investment services.

Among their notable features, Monterey Private Wealth offers a wheelchair accessible entrance, parking lot, and restroom, making it convenient for clients with disabilities. It is recommended to make an appointment prior to visiting the office, as appointments are highly recommended.

The company has received 3 reviews on Google My Business, with an average rating of 3.7/5. This feedback suggests that Monterey Private Wealth provides a satisfactory level of service to its clients.

Monterey Private Wealth offers a comprehensive range of financial services designed to help clients achieve their long-term financial goals. Their team of experienced financial planners and consultants work closely with clients to develop personalized investment strategies tailored to their unique needs and objectives. The firm takes a holistic approach to financial planning, considering factors such as retirement planning, tax planning, estate planning, and risk management.

In addition to their core services, Monterey Private Wealth also offers educational resources and workshops to help clients improve their financial literacy and make informed decisions about their money. The firm's commitment to client education sets them apart from many competitors in the industry.

If you are looking for a reliable and knowledgeable financial planning firm in the Monterey area, Monterey Private Wealth is definitely worth considering. Their expertise, personalized approach, and commitment to client education make them an excellent choice for anyone seeking to improve their financial well-being. To learn more about their services or to schedule an appointment, visit their website or contact them by phone.

👍 Reviews of Monterey Private Wealth

Ogden W.

5/5

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris Cabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris’ services for years and he developed an excellent relationship with them, something that wasn’t always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris’ expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne’s help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It’s been a pleasure working with them.

Josh H.

5/5

Johnny P.

1/5