Monterey Blog Posts

How Monterey is Shaping the Future of Tax Resolution Through Consumer Financing
How Monterey is Shaping the Future of Tax Resolution Through Consumer Financing

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Blog, Innovation, Tax

Published: April 24, 2024

Navigating Financial Challenges in the Tax Resolution Industry
Navigating Financial Challenges in the Tax Resolution Industry

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Insider, Blog, Trends

Published: April 4, 2024

Optimizing Cash Recovery in the Travel Industry
Optimizing Cash Recovery in the Travel Industry

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Timeshare, Travel Club, Debt, Collections

Published: January 19, 2024

Why the Travel Industry Must Adapt to Digital Nomads & Remote Workers
Why the Travel Industry Must Adapt to Digital Nomads & Remote Workers

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Trends, Vacation, Remote Work, Millenial

Published: January 19, 2024

How Monterey's Tailored Financial Solutions are Reshaping Success in the Travel Industry
How Monterey's Tailored Financial Solutions are Reshaping Success in the Travel Industry

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Travel Club, Affordable Travel, Trends, Vacation

Published: January 9, 2024

The Power of Down Payment Financing in Timeshares and Vacation Clubs
The Power of Down Payment Financing in Timeshares and Vacation Clubs

MontereyFinancial.com : Approximate reading time: 1 minutes

Categories: Timeshare, Travel Club, Innovation, Fintech

Published: January 9, 2024

How Flexible Payment Plans Can Transform the Travel Industry
How Flexible Payment Plans Can Transform the Travel Industry

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Timeshare, Travel Club, Trends

Published: January 8, 2024

The 2024 Guide to Consumer Travel Trends
The 2024 Guide to Consumer Travel Trends

MontereyFinancial.com : Approximate reading time: 2 minutes

Categories: Blog, Timeshare, Travel Club, Trends

Published: January 5, 2024

Democratizing the Future of Education
Democratizing the Future of Education

MontereyFinancial.com : Approximate reading time: 1 minutes

Published: January 2, 2024

Why Industry Leaders Might Be Better Than Your Professors
Why Industry Leaders Might Be Better Than Your Professors

MontereyFinancial.com : Approximate reading time: 1 minutes

Published: January 2, 2024

See What Our Customers Are Saying!

J. Russell
company Logo

I was assisted by Kae and I found her helpful and pleasant. I appreciated her patience. She was able to assist me in getting my account number and providing me with a temporary password. She stayed on the phone with me until everything was good. It took only a few minutes and left a good impression. Thank you again for help.

L. Reaves
company Logo

First off I have never had any issues with Monterey Financial Services. In my experiences interacting with an account representative has always been a pleasant experience I get the information or have my needs to tend to my account has been an experience of excellent quality customer service. And speaking on that I had pleasure of working with a Monterey Financial Services Account Representative Melanie.. She was very helpful and getting to the issues that I was having and walk me through pretty much and it was a seamless transition from having a problem to not having one she did an excellent job and performed in a very well organized and professional demeanor throughout our conversation. So with that being said my issue took less than 20 minutes at best to be resolved thank you Melanie all right truly appreciate your assistance and getting to the heart of the matter with my issue!

M. Christensen
Company logo

I recently took out a loan through ***** for a purchase, my account was managed by Monterey Financial Services. This loan was interest free if I paid in full before 90 days, good deal! I also wanted this transaction on my credit report. I paid it off in 45 days then checked the Monterey web site to make sure everything was in order. It still showed a balance due so I called and spoke to Mandy. Mandy was great, she explained that my account was in the process of being closed, the web site would be updated and I DID NOT owe any more money! She was very helpful, professional and kind! Thank you!! Mark C.

L. Easley
Company logo

Would 100% recommend! Addison was extremely helpful and very respectful! Not only did he do an amazing job at attending to my concern, but he also went out of his way to thank me for serving the youth of our country when he realized I was a teacher! Made my day!!!

K. Covington
Company logo

It was a pleasure doing business with Monterey. Polo was very helpful and informative throughout the whole process. He made sure my whole experience was a positive one. Thank you Polo for all that you did to reassure me and to direct me though my next steps. Thank you also for doing your job in the most professional manner possible.

Frank
Company logo

The people at Monterey Financial are fantastic especially Christina who helped me very professional very helpful and she had all of the answers! I would definitely do business with these people again they were on top of that game thanks again Christina!

K. Phillips
Company logo

Am very appreciative to Laura, who assisted me in resolving a concern. She was very patient in answering each of my many questions, she was very polite and took the time to fully assist me! Her level of excellent customer service was so very appreciated ! This level of assistance should be what any company should want their staff to have. Monterey Financial has the integrity of staff that makes it easier to be a customer here. Thank you, Laura, for ALL of your assistance, help in explaining, answering questions, and the level of professionalism that you demonstrate. I appreciate you!

D. Lloyd Toro
Company logo

I would like to give kudos to Alana A. who was understanding of my time crunch and was very sympathetic towards my situation and provided me with the necessary documentation I requested. She even provided me with her direct extension to call her back in the event I needed anything else. It was a pleasure calling in today and speaking with you. Thanks for providing great customer service!

A. Manifestations
Company logo

Nicole was very empathetic and knowledgeable. She went above and beyond to help me. I am very pleased with Monterey Financials customer service. Thank You! Nicole.

© 2024 Monterey Financial Services, LLC
Oceanside
Better Business Bureau Accredited Business Logo