Best financial planning services in Monterey, CA
302 results found
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Allomer Law Group PC
● ClosedAllomer Law Group PC is a reputable law firm located at 1330 Skyline Drive in Monterey, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Specializing in various areas of law, including business law, real estate law, and estate planning, we strive to achieve the best possible outcomes for our clients. With a commitment to excellence and personalized attention, Allomer Law Group PC is a trusted legal partner for individuals and businesses alike. Contact us today to schedule a consultation.
1330 Skyline Dr #35, Monterey, CA 93940, United States -
Evers Law Group
● ClosedEvers Law Group is a prestigious institution located in Monterey, California, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing top-notch assistance to clients in navigating complex financial and legal matters. Whether you need help with tax planning, estate management, business transactions, or litigation support, Evers Law Group is here to provide expert guidance and support. Visit us at 2100 Garden Road to learn more about how we can help you achieve your financial and legal goals.
2100 Garden Rd STE F, Monterey, CA 93940, United States -
Fenton & Keller
● ClosedFenton & Keller is a reputable institution located at 2801 Monterey Salinas Highway in Monterey, California, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch expertise and guidance to our clients. Whether you need assistance with tax planning, financial consulting, or legal representation, Fenton & Keller is here to help you navigate the complexities of these fields with ease and confidence. Trust us to deliver personalized solutions tailored to your unique needs and goals.
2801 Monterey Salinas Hwy, Monterey, CA 93940, United States -
Ottone & Leach LLP
● ClosedOttone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.
1418 S Main St Suite 203, Salinas, CA 93908, United States -
Farmers Insurance - Christian Cabada
● ClosedFarmers Insurance - Christian Cabada is an insurance agency located at 16890 Church Street in Morgan Hill, California. With 25 years of experience as a California resident, Christian Cabada is dedicated to serving the community and providing exceptional customer service. The Cabada Insurance Agency offers a range of coverage options for auto, home, life, business, workers compensation insurance, and more. Christian is committed to helping clients understand their insurance needs and customize policies to fit their lifestyle and family. The agency is conveniently located off Tennant Avenue, right on Monterey Road, making it easily accessible for clients. Whether you're looking for comprehensive car insurance, home insurance, renters insurance, business insurance, or financial planning services, Christian is here to help. Contact him today for personalized assistance and competitive rates.
16890 Church St Bldg 16, Morgan Hill, CA 95037, United States -
Barney J Belleci - State Farm Insurance Agent
● ClosedWelcome to Barney J Belleci - State Farm Insurance Agent! Located at 26555 Carmel Rancho Boulevard in Carmel-by-the-Sea, California, our insurance agency is dedicated to serving the community with top-notch insurance and financial services. With a focus on life insurance and health insurance, our team is committed to helping you protect what matters most. Barney Belleci, a lifelong resident of the Monterey Peninsula, leads our team with over five decades of experience in the insurance industry. He is dedicated to assisting customers in safeguarding their assets and is a proud member of the community. Our office offers a wide range of insurance options, including car insurance, motorcycle and ATV insurance, life insurance, and medical supplement plans. We also provide financial services to help you plan for a secure future.
26555 Carmel Rancho Blvd #1, Carmel-By-The-Sea, CA 93923, United States -
Indy Mahindru - State Farm Insurance Agent
● ClosedIndy Mahindru - State Farm Insurance Agent is a reputable insurance agency located at 1780 Fremont Boulevard in Seaside, California, United States. Our dedicated team is ready to assist you with all your financial and insurance needs, including car insurance, homeowners insurance, renter's insurance, life insurance, boat insurance, ATV insurance, motorcycle insurance, and business insurance. We specialize in catering to the insurance needs of parents of school-age children in Pacific Grove, Monterey, and Carmel schools. Our agency is led by Indy Mahindru, who holds a bachelor's degree in business and accounting, as well as a Post Graduate MSc degree in business administration from Brunel University, London, UK. With extensive experience in life insurance and small business insurance, Indy has been serving local communities and helping families protect their income and assets for many years.
1780 Fremont Blvd ste g, Seaside, CA 93955, United States -
Farmers Insurance - Jessica Connally
● ClosedFarmers Insurance - Jessica Connally is an insurance agency located at 404 West Franklin Street in Monterey, California. As a local Farmers® agent, Jessica Connally and her team help customers find the insurance coverage that best fits their needs. They have a fully licensed staff ready to assist with auto, home, renters, motorcycle, business insurance, and more. The agency is actively involved in the Monterey community, supporting local businesses and participating in community events. Whether you need comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, the team at Farmers Insurance - Jessica Connally is here to help. They also offer services such as life insurance, renters insurance, business insurance, condo insurance, and financial planning. Contact Farmers Insurance - Jessica Connally for personalized insurance solutions to meet your needs.
404 W Franklin St Ste 102, Monterey, CA 93940, United States -
Jason Bristol - State Farm Insurance Agent
● ClosedJason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.
1590 Del Monte Blvd, Seaside, CA 93955, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned financial institution located at 553 Munras Avenue in Monterey, California, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and manage their wealth. Whether you are planning for retirement, saving for college, or investing for the future, Fidelity Investments offers a wide range of products and services to help you achieve your financial goals. With a team of experienced financial advisors and a commitment to excellence, Fidelity Investments is dedicated to helping clients make informed decisions and secure their financial future.
553 Munras Ave, Monterey, CA 93940, United States -
Stifel
● ClosedStifel is a leading financial institution located at 30 Ryan Court in Monterey, California, United States. With a focus on providing expert financial services, Stifel offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stifel's team of experienced professionals is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind. Trust Stifel to be your partner in financial success.
30 Ryan Ct #250, Monterey, CA 93940, United States -
Hilltop Securities Inc.
● ClosedHilltop Securities Inc. is a reputable finance institution located at 24560 Silver Cloud Court in Monterey, California, United States. With a strong commitment to providing top-notch financial services, Hilltop Securities Inc. offers a wide range of investment products and advisory services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized solutions and expert guidance to ensure the success of their clients' investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hilltop Securities Inc. is the trusted partner you can rely on.
24560 Silver Cloud Ct #201, Monterey, CA 93940, United States -
Farmers Insurance - Anna Perez-Villafranca
● ClosedFarmers Insurance - Anna Perez-Villafranca is an insurance agency located at 16165 Monterey Street, Morgan Hill, California, United States. As a local Farmers® agent in Los Altos, CA, Anna Perez-Villafranca helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience with Farmers Insurance®, Anna has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, renters, business insurance, and more. The agency is bilingual, offering services in Spanish as well. Clients can get personalized assistance in selecting the right car insurance coverage, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. Farmers Insurance has been providing insurance products for over 80 years, ensuring that clients have reliable coverage in case of any unexpected events.
16165 Monterey Hwy Ste 204, Morgan Hill, CA 95037, United States -
Farmers Insurance - Jorge Edeza
● ClosedFarmers Insurance - Jorge Edeza is a trusted insurance agency located at 233 Monterey Street, Salinas, California, United States. As your local Farmers® agent, Jorge Edeza helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jorge has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of unexpected events. Additionally, Jorge offers life insurance, renters insurance, condo insurance, and personalized financial planning services to help you secure a stable future. Contact Farmers Insurance - Jorge Edeza today for a personalized insurance quote and start protecting what matters most to you.
233 Monterey St, Salinas, CA 93901, United States -
Roberto Sanchez - State Farm Insurance Agent
● ClosedRoberto Sanchez - State Farm Insurance Agent is located at 401 South Garfield Avenue in Monterey Park, California. As a State Farm Agent since 2007, Roberto has been helping customers with their Home, Auto, Business, and Life Insurance needs. With a focus on serving the San Gabriel Valley area, including Monterey Park, Alhambra, Rosemead, San Gabriel, East Los Angeles, and El Monte, Roberto and his team are dedicated to providing personalized insurance quotes tailored to each customer's individual requirements. In addition to offering a wide range of insurance products, including Auto Insurance, Life Insurance, Homeowners Insurance, Business Insurance, Renters Insurance, and more, Roberto's office is bilingual and fluent in both English and Spanish. With decades of experience in the insurance industry, the team at Roberto Sanchez - State Farm Insurance Agent is committed to helping customers protect and grow their wealth with a customized financial game plan.
401 S Garfield Ave STE D, Monterey Park, CA 91754, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance institution located at 209 Pearl Street, Monterey, California, United States. Our secure online form takes just a few minutes to complete, offering a convenient way to access financial assistance. Please note that we do not take loan applications or engage in lender-related activities. By submitting your information, you consent to the use of Site Visit Recordation Technology to connect with financial service providers. Our services are administrative only and offered free of charge, connecting you with lenders based on a ping tree model. You may also have the option to be connected with a tribal lending enterprise, subject to tribal and federal laws. Our lenders offer loans with an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Please read and understand the terms of any loan offered to you, and only accept offers that you can afford to repay. By submitting your information, you authorize credit checks and sharing of information with lenders. Loan terms are determined by the lender or financial service provider.
209 Pearl St, Monterey, CA 93940, United States -
BMO
● ClosedBMO, located at 7865 Monterey Street in Gilroy, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval in the United States. To comply with federal law, BMO requires all customers to provide identification information when opening an account. Additionally, BMO advises customers to review privacy and security policies of third-party websites linked from their own site. It is important to consult with legal and tax advisors for personalized advice on financial planning strategies.
7865 Monterey Rd, Gilroy, CA 95020, United States -
Farmers Insurance - Yvonne Ti
● ClosedLocated at 113 Avondale Avenue in Monterey Park, California, Farmers Insurance - Yvonne Ti is a reputable insurance agency serving the local community. With over 30 years of experience in California, Yvonne Ti takes pride in offering personalized and comprehensive insurance solutions to meet the specific needs of each client. Whether you are in need of auto, home, life, commercial, or renters insurance, Yvonne and her team are dedicated to providing outstanding customer service and ensuring that you are well-informed about your coverage options. Conveniently situated behind City Bank and next door to Hong Kong Supermarket, Farmers Insurance - Yvonne Ti makes the insurance selection process straightforward and tailored to your individual requirements. With a focus on education and customer satisfaction, Yvonne Ti aims to assist you in selecting the most cost-effective and suitable insurance plan.
113 Avondale Ave Ste H, Monterey Park, CA 91754, United States -
Farmers Insurance - Gloria Berumen
● ClosedFarmers Insurance - Gloria Berumen is an insurance agency located at 215 West Pomona Boulevard in Monterey Park, California. As a local Farmers® agent in Los Angeles, CA, Gloria Berumen and her team are dedicated to helping customers find the insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, business insurance, or more, they have the knowledge and experience to assist you in understanding your options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products. From protecting your home in the event of a disaster to ensuring financial support for your loved ones with a life insurance policy, Farmers Insurance is there to help you every step of the way. Additionally, they offer renters insurance, condo insurance, and business insurance to meet all of your coverage needs.
215 W Pomona Blvd Ste 305, Monterey Park, CA 91754, United States -
Integris Wealth Management
● ClosedIntegris Wealth Management is a premier finance institution located at 435 Washington Street in Monterey, California, United States. With a team of experienced professionals, Integris Wealth Management offers personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Integris Wealth Management is dedicated to providing expert guidance and tailored solutions to meet your needs. Trust us to help you secure your financial future.
435 Washington St Suite A, Monterey, CA 93940, United States -
The Pacific Coast Wealth Management Group
● ClosedThe Pacific Coast Wealth Management Group is a premier financial institution located at 4 Lower Ragsdale Drive in Monterey, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing exceptional service, we strive to create customized strategies that align with each client's unique needs and objectives. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, The Pacific Coast Wealth Management Group is here to help you secure your financial future.
4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, United States -
First Command
● ClosedFirst Command is a trusted institution located at 200 Camino Aguajito in Monterey, California, United States. As a bank, finance, and insurance agency, we provide comprehensive financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions tailored to your unique needs. Trust First Command to be your partner in financial success.
200 Camino Aguajito #201, Monterey, CA 93940, United States -
Ohana Wealth Mangaement
● ClosedOhana Wealth Management is a premier financial institution located at 288 Pearl Street in Monterey, California. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of expert advisors offers comprehensive financial planning, investment management, and retirement planning services to individuals and families. At Ohana Wealth Management, we are committed to building long-lasting relationships with our clients and helping them secure their financial future. Contact us today to schedule a consultation and see how we can help you achieve financial success.
288 Pearl St Suite 101, Monterey, CA 93940, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 99 Pacific Street in Monterey, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial matters. Whether you need assistance with tax preparation, financial planning, or investment strategies, we are here to provide expert guidance and support. Visit us today to learn more about how Block Advisors can help you achieve your financial goals.
99 Pacific St Bldg 575 Ste E, Monterey, CA 93940, United States -
The Mattox Group
● ClosedThe Mattox Group is a reputable accounting and finance institution located at 303 Webster Street in Monterey, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
303 Webster St, Monterey, CA 93940, United States -
Buaya Pacific Management LLC
● OpenBuaya Pacific Management LLC is a top-tier Prime and support sub-Contract support company located at 45 Laguna Grande Court in Monterey, California. With over 25 years of experience in various industries such as Government, Hospitality, IT, Military, and Education, Buaya Pacific is dedicated to providing exceptional contract and program support services. As an 8(a) minority owned small business management, BPM LLC specializes in project management, financial analysis, system analysis, human resources, and budget planning for Federal and State contracting. Trust Buaya Pacific Management LLC for all your contract and program support needs.
45 Laguna Grande Ct, Monterey, CA 93940, United States -
TOLKAN & ITO, CPA's
● ClosedTOLKAN & ITO, CPA's is a reputable accounting and finance institution located at 659 Abrego Street in Monterey, California, United States. With a team of experienced certified public accountants, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, auditing, financial planning, and consulting. Trust TOLKAN & ITO, CPA's for all your accounting needs.
659 Abrego St #1B, Monterey, CA 93940, United States -
Scholl & Company, LLP CPA
● ClosedScholl & Company, LLP CPA is a leading accounting and finance firm located at 2100 Garden Road in Monterey, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are an individual or a business owner, Scholl & Company, LLP CPA is dedicated to helping you achieve your financial goals and success.
2100 Garden Rd #315, Monterey, CA 93940, United States -
McGilloway, Ray, Brown & Kaufman
● ClosedMcGilloway, Ray, Brown & Kaufman is a reputable accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, their experts are dedicated to helping you achieve your financial goals. Trust McGilloway, Ray, Brown & Kaufman for all your accounting and finance needs.
2511 Garden Rd a180, Monterey, CA 93940, United States
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