TOP 30 Banking support services in Monterey, California

24 results found

Universal Bank is a reputable financial institution located at 404 South Atlantic Boulevard in Monterey Park, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you need a checking account, savings account, loan, or investment services, Universal Bank is committed to delivering excellence in customer service and financial expertise. Visit us today to experience the difference of banking with Universal Bank.

Welcome to East West Bank, located at 99 Pacific Street, Monterey, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our mission has always been to support immigrants who were overlooked by mainstream banks. This commitment remains at the heart of our operations as we continue to empower individuals and businesses in achieving their financial dreams. Discover "The Bridge," a compelling documentary by the East West Bank Foundation that celebrates 50 years of perseverance and success within the AAPI community. Join us in this inspiring journey that reflects our dedication to being a financial bridge between East and West.

Welcome to 1st Capital Bank, your trusted financial partner located in the heart of Monterey, California. Situated at 300 Bonifacio Place, our bank is dedicated to providing exceptional banking and financial services to our community. Whether you're looking to manage your personal finances, seeking business banking solutions, or in need of convenient ATM services, 1st Capital Bank is here to assist you every step of the way. Our commitment to personalized service and local expertise sets us apart. We understand the unique financial needs of our clients and strive to offer tailored solutions that help you achieve your financial goals. From savings and checking accounts to loans and investment advice, our team of experienced professionals is ready to provide you with the guidance and support you need.

Welcome to Santa Barbara Bank & Trust, your trusted partner in financial success, conveniently located at 495 Washington Street in the heart of Monterey, California. As a leading financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. At Santa Barbara Bank & Trust, we offer a comprehensive range of financial solutions designed to help individuals, families, and businesses achieve their financial goals. Our services include personal and business banking, loans, mortgages, investment services, and financial planning. Our team of experienced professionals is committed to delivering personalized service and expert advice to guide you through every financial decision.

Welcome to Monterey Bay Bank Loan Office, your trusted financial partner located in the heart of Los Angeles at 6080 Center Drive, California. We specialize in providing exceptional financial services to meet all your lending needs. Whether you're looking to secure a personal loan, finance your dream home, or support your business ventures, our dedicated team of financial experts is here to guide you every step of the way. At Monterey Bay Bank Loan Office, we pride ourselves on offering personalized solutions tailored to your unique circumstances. Our commitment to transparency, integrity, and customer satisfaction ensures that you receive the best possible financial advice and support. With a focus on building long-term relationships, we strive to empower our clients with the knowledge and resources needed to achieve their financial goals.

Welcome to Monterey Peninsula Home Team, your premier real estate agency located at 501 Lighthouse Avenue, Pacific Grove, California. Specializing in the beautiful and diverse Monterey Peninsula, our team is passionate about helping you find the perfect property in this stunning region. Whether you're looking for a home in Carmel, Pebble Beach, Carmel Valley, Pacific Grove, Monterey, Marina, Seaside, or along the HWY 68 Corridor, we have the expertise and local knowledge to guide you every step of the way. Our website, www.SearchMontereyPeninsulaHomes.com, is your ultimate resource for exploring all Monterey Peninsula MLS listings. With a user-friendly design and mobile-friendly functionality, our site allows you to search for million-dollar estates, waterfront properties, ocean-view homes, Victorian and Craftsman-style houses, golf course residences, luxury real estate, and much more. We provide a comprehensive breakdown of each city and neighborhood, ensuring your home search is as easy and efficient as possible.

Rey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.

Enrique Ramirez - State Farm Insurance Agent is a reputable insurance agency located in Soledad, California, United States. Our office is conveniently situated in the Soledad Mission Shopping Center, above Mechanics Bank, offering ample parking for our customers. We also have a second agency in Salinas, located near Highway 101 in the Westridge Shopping Center. Established in 2002, our legacy agency has been serving customers in Monterey County and beyond for nearly 20 years. Our dedicated team values building long-lasting relationships by understanding each customer's unique needs and providing personalized care with integrity. We are actively involved in supporting the communities we serve, sponsoring youth sports teams and participating in local government.

Welcome to the Pete Alexander State Farm Insurance office located at 2000 Freedom Boulevard in Freedom, California. Our insurance agency, conveniently situated at the corner of Airport and Freedom Blvd in the Safeway Shopping Center, is dedicated to serving the residents of Santa Cruz, San Benito, and Monterey Counties with top-notch Insurance and Financial Services. With over 42 years of experience in the Santa Cruz area, Pete Alexander has deep roots in the community and is committed to helping customers protect what matters most to them. The office specializes in Auto, Motorcycle, ATV, Life Insurance, and Med Supplement coverage. Pete is supported by a team of 6 bilingual licensed Insurance Professionals who are dedicated to finding the right insurance coverage for your specific needs.

Merrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.

Merrill Lynch Financial Advisor Carrie Duddy, located at 200 East Franklin Street in Monterey, California, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Carrie Duddy focuses on understanding the things that matter most to her clients - family, goals, and priorities. By listening carefully and asking thoughtful questions, she works with clients to design and implement personalized financial plans aimed at helping them pursue their goals while managing investment risk.

Merrill Lynch Financial Advisor Ryan McCormick is a distinguished finance institution located at 200 East Franklin Street in Monterey, California, United States. With a team of talented and experienced individuals supported by Merrill's global resources, they are committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exceptional client service, Merrill's advisors focus on understanding each client's unique goals and priorities to design and implement personalized financial plans. From managing investment risk to preparing for future expenses and passing wealth to future generations, they offer tailored solutions to help clients achieve their financial goals. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Merrill Lynch Wealth Management Advisors work closely with clients to adapt their financial approach as their lives and goals evolve. With a dedication to putting clients first and providing comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Ryan McCormick is committed to helping clients live their best financial life.

Merrill Lynch Financial Advisor Matthew Ryan is a finance institution located at 200 East Franklin Street in Monterey, California, United States. The institution, part of The SBR Group, specializes in providing financial advisory services to a select group of self-made individuals, families, and non-profit organizations in Central California. The team, consisting of highly credentialed advisors, offers tailored, multi-pronged strategies to help clients with retirement planning, investment and portfolio management, and 401(k) plans. With a planning-based approach, they aim to preserve and grow clients' assets while also focusing on tax efficiency and consistent cash flow. The institution also provides a wide range of banking and lending services through Bank of America, N.A. Clients can expect a comprehensive financial analysis, personalized strategies, and ongoing support to help them achieve their financial goals and enhance their overall well-being. The team at Merrill Lynch Financial Advisor Matthew Ryan is dedicated to creating uncommon value for clients and their families, ensuring that wealth and wisdom are passed along to future generations.

Merrill Lynch Financial Advisor Jason R Griffin, located at 200 East Franklin Street, Monterey, California, is a trusted institution in the world of finance. Jason Griffin, a Vice President, Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch Wealth Management, has been in the financial services industry since 1995. With a focus on helping clients manage their wealth to meet both short-term and long-term goals, Jason offers a comprehensive approach that begins with truly understanding each client's needs and aspirations. As a Senior Portfolio Advisor, Jason can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Jason Griffin is deeply involved in the local community, volunteering his time with various organizations. At Merrill Lynch Wealth Management, the team is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill and the banking solutions of Bank of America, Jason works with clients to develop personalized plans focused on achieving their financial goals while managing investment risk.

Merrill Lynch Financial Advisor Ramsin J Ganji is a finance institution located at 200 East Franklin Street in Monterey, California, United States. The GGPR Wealth Management Group at this institution measures success by the success of their clients. They take the time to understand the unique priorities and financial situations of their clients in order to develop a comprehensive strategy to help them pursue what they value most. As Bank of America Retirement Benefits Consultants, the GGPR Wealth Management Group specializes in defined contribution plans and can add value to your plan by providing knowledgeable resources and action-based strategies to improve plan participation. They offer access to investment and fiduciary services, employee education, and ongoing involvement in your plan.

Merrill Lynch Financial Advisor Benjamin Bishop, located at 200 East Franklin Street in Monterey, California, is a trusted finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Their Wealth Management Client Associate and Resident Director Assistant focus on understanding your family, goals, and priorities to create a customized financial approach. Through conversations, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Utilizing the Investment Personality Assessment, they tailor their financial approach to align with your investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a plan that addresses your financial needs. As your life and goals evolve, they provide tools to help you track changes and adjust your approach accordingly. The Merrill Lynch team is committed to understanding you and your aspirations, designing a personalized plan to help you achieve your financial goals while managing investment risk. They offer the Merrill Personal Wealth Analysis™ to document your goals and create a focused plan. Regular reviews and adjustments ensure you stay on track to reach what matters most to you. By getting to know you personally, they can create a financial approach that reflects your personality and priorities. With a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Let Merrill Lynch Financial Advisor Benjamin Bishop help you navigate the complexities of your financial life and pursue your goals with confidence.

Welcome to Palo Corona Regional Park, one of Central Coast California's most significant undeveloped open spaces, located at 4860 Carmel Valley Road, Carmel-by-the-Sea, California. This stunning park, nestled in the heart of nature, stretches over 4,500 acres and offers a unique blend of ecosystems and wildlife, making it a haven for nature enthusiasts and outdoor adventurers. Palo Corona Regional Park is the result of the largest land conservation project in Monterey County history. Established through a partnership between The Nature Conservancy, The Big Sur Land Trust, State of California agencies, and the Monterey Peninsula Regional Park District, the park is a testament to successful conservation efforts. With its acquisition finalized in 2004, this park serves as a critical environmental link in a protected seventy-mile wild land corridor, offering refuge to an extraordinary array of flora and fauna.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Luminata Books & Gifts: Your Gateway to Literary Treasures in Monterey Nestled in the heart of Monterey, California, at 631 Cass Street, Luminata Books & Gifts is more than just a bookstore—it's a haven for book lovers and gift seekers alike. Our charming store offers a diverse selection of both new and used books, ensuring that every visitor can find something to spark their interest and imagination.

Welcome to Chase ATM, conveniently located at 291 Alvarado Street, Monterey, California 93940. As part of the globally recognized JPMorgan Chase & Co., we are dedicated to providing exceptional financial services to meet your banking needs. At this location, you can access a wide range of ATM services that allow you to manage your finances effortlessly. Whether you need to withdraw cash, check your account balance, or make deposits, our user-friendly ATM is available to assist you 24/7.

Welcome to BMO, your trusted partner in banking and finance, conveniently located at 1050 Del Monte Center, Monterey, California. As a full-service branch, we proudly offer a comprehensive range of financial services tailored to meet the diverse needs of both personal and commercial customers. Whether you're looking to manage your everyday banking, explore investment opportunities, or consider lending products, our dedicated team is here to guide you every step of the way. At BMO, we prioritize your security and compliance. In accordance with federal law, including the USA Patriot Act, we are committed to safeguarding your personal and financial information. When opening an account, you can expect a thorough process to verify your identity, ensuring a secure banking experience for all our clients.

Welcome to ATM Monterey, your convenient and reliable financial service provider located in the heart of beautiful Monterey, California. Situated in the 93940 area, our ATM is designed to offer you quick and easy access to your financial needs. Whether you're a local resident or visiting this charming coastal city, our ATM is here to serve you with 24/7 availability, ensuring you can manage your finances on your schedule. At ATM Monterey, we prioritize your security and convenience, offering a user-friendly interface and secure transactions. Our location is easily accessible, making it a perfect stop for all your cash withdrawal needs. Whether you need to check your balance, transfer funds, or simply withdraw cash, our state-of-the-art machines are equipped to handle all your basic banking requirements efficiently.

Welcome to ATM, your convenient financial partner located at 1291 10th Street, Monterey, California. Situated in the heart of Monterey, our ATM provides easy access to your financial needs, ensuring you can manage your money effortlessly at any time. Whether you need to withdraw cash, check your balance, or perform other essential banking transactions, our user-friendly ATM is here to support you 24/7. We pride ourselves on offering a secure and efficient service, designed to accommodate your busy lifestyle. Visit us at our convenient location and experience hassle-free banking right in your neighborhood.

Welcome to your convenient financial hub located at 2329 North Fremont Street, Monterey, California. Our ATM is designed to provide you with easy access to your financial needs, offering a seamless and secure experience. Whether you're a local resident or a visitor to the beautiful Monterey area, our ATM is here to assist you with quick cash withdrawals, balance inquiries, and other essential banking services. Positioned in a prime location, our ATM is accessible 24/7, ensuring that you can manage your finances at any time of the day or night. Trust in our reliable services to support your financial requirements efficiently and effortlessly. Visit us today and experience the convenience of modern banking at your fingertips.