Monterey Bay Asset Management, LLC - Monterey, California

If you're seeking specialized financial planning services in the Monterey area, Monterey Bay Asset Management, LLC stands out as a notable entity. Located at 380 Foam St #220, Monterey, CA 93940, this company offers a range of financial planning solutions tailored to meet individual and possibly corporate needs. For direct communication, you can reach them via Phone Number: 831-277-0364.

Their website, accessible at montereybayasset.com, likely provides more detailed information about their services, team expertise, and client testimonials, although currently, their online reputation appears underwhelming with 0 reviews on Google My Business. This lack of reviews might raise concerns for potential clients regarding the transparency and reliability of the company.

It's important to note that Monterey Bay Asset Management prides itself on being wheelchair accessible, ensuring that individuals with mobility challenges can access their services without difficulty. Their facilities include a wheelchair accessible entrance, parking lot, and restroom. Furthermore, they recommend scheduling appointments, indicating a level of service-oriented approach that values client time and possibly privacy.

Despite the promising location and accessibility features, the average opinion on their online presence is quite low, rated at 0/5. Such a rating suggests potential dissatisfaction among their clients, which could be due to a variety of factors including service quality, communication, or perhaps the accuracy of their marketing claims.

For someone considering financial planning services, it's crucial to weigh the pros and cons. While Monterey Bay Asset Management, LLC offers a welcoming environment and potentially valuable financial advice, the absence of client reviews is a significant concern. Prospective clients should look into reaching out directly to inquire about their specific needs and services, as well as to gauge the responsiveness and professionalism of the advisors.

If you're interested in exploring how Monterey Bay Asset Management might align with your financial goals, consider visiting their website at montereybayasset.com. Here, you can find more detailed information about their services and perhaps schedule a consultation. Given the low average opinion, it might be prudent to conduct your own research or seek recommendations from trusted sources before making a decision.