Client focused financial services in Carmel-by-the-Sea, CA
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Pacific Legacy Insurance Services, Inc
● ClosedPacific Legacy Insurance Services, Inc is a trusted insurance agency located in the picturesque town of Carmel-by-the-Sea, California. With a focus on providing personalized service and tailored insurance solutions, they are dedicated to protecting what matters most to their clients. Whether it's home, auto, life, or business insurance, Pacific Legacy Insurance Services, Inc offers a wide range of coverage options to meet individual needs. Their experienced team of insurance professionals is committed to delivering exceptional customer service and ensuring peace of mind for all their clients. Visit them at 3785 Vía Nona Marie to discuss your insurance needs today.
3785 Vía Nona Marie #104, Carmel-By-The-Sea, CA 93923, United States -
Chad Hawker, Sr Loan Officer Synergy One Carmel
● OpenChad Hawker, Sr Loan Officer at Synergy One Carmel, located in Carmel-by-the-Sea, California, is a finance institution dedicated to providing quick and efficient mortgage services. With cutting-edge technology and the S1 Connect app, navigating through the loan process has never been easier. The institution offers a home equity line of credit with fast pre-approval and funding timelines. The Dream For All program provides down payment assistance through a lottery drawing, where applicants can qualify by uploading their pre-approval letter from a CalHFA-approved lender. Synergy One Lending focuses on providing a seamless mortgage experience for the next generation of home buyers while supporting their employees. With a commitment to excellence and personalized service, Chad Hawker and his team strive to find the perfect mortgage solution for each client.
Dolores St, 3 SW of 7th Avenue, Carmel-By-The-Sea, CA 93921, United States -
Alexander Ljubimow - UBS Financial Services Inc.
● OpenAlexander Ljubimow - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in the charming town of Carmel-by-the-Sea, California, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, asset management, or investment advice, the experienced team at Alexander Ljubimow - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial services to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Marian Deering, CFP - UBS Financial Services Inc.
● OpenMarian Deering, CFP - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in Carmel-by-the-Sea, California, United States. Specializing in financial planning and investment services, Marian Deering, a Certified Financial Planner, and her team at UBS Financial Services Inc. provide personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, this institution is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Edward Jones - Financial Advisor: Thomas E Carter Jr
● OpenEdward Jones - Financial Advisor: Thomas E Carter Jr is a reputable finance institution located at 126 Clock Tower Place in the charming town of Carmel-by-the-Sea, California, United States. As a trusted financial advisor, Thomas E Carter Jr provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence and peace of mind.
126 Clock Tower Pl # 101, Carmel-By-The-Sea, CA 93923, United States -
Bleeck Financial Management
● OpenBleeck Financial Management is a reputable finance institution located on San Carlos Street in the charming town of Carmel-by-the-Sea, California, United States. With a focus on providing expert financial guidance and services, Bleeck Financial Management is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, the experienced team at Bleeck Financial Management is committed to helping you achieve your financial goals.
7th and, San Carlos St, Carmel-By-The-Sea, CA 93921, United States -
Crystaline Kopriva - UBS Financial Services Inc.
● OpenCrystaline Kopriva - UBS Financial Services Inc. is a renowned financial institution located in Carmel-by-the-Sea, California. With a focus on providing top-notch financial services to clients, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, Crystaline Kopriva and her team at UBS Financial Services Inc. are committed to providing expert guidance and personalized solutions to meet the unique needs of each client. Visit their office at 200 Clock Tower Place to learn more about how they can help you secure your financial future.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Edward Jones - Financial Advisor: Melissa A Sterling, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Melissa A Sterling, AAMS™|CRPC™ is a trusted financial institution located at 126 Clock Tower Place in the picturesque town of Carmel-by-the-Sea, California. Melissa A Sterling, a certified Accredited Asset Management Specialist and Chartered Retirement Planning Counselor, offers personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Melissa helps clients navigate the complexities of investing, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or create a financial legacy, Melissa A Sterling at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.
126 Clock Tower Pl # 101, Carmel-By-The-Sea, CA 93923, United States -
Edward Jones - Financial Advisor: Javier K Bolante, CRPS™
● ClosedEdward Jones - Financial Advisor: Javier K Bolante, CRPS™ is a reputable financial institution located at 126 Clock Tower Place in the picturesque town of Carmel-by-the-Sea, California, United States. Specializing in personalized financial planning and investment strategies, Javier K Bolante, a Certified Retirement Plans Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.
126 Clock Tower Pl # 101, Carmel-By-The-Sea, CA 93923, United States -
Carmel Capital Management LLC
● OpenCarmel Capital Management LLC is a reputable finance institution located at 26350 Carmel Rancho Lane in the picturesque town of Carmel-by-the-Sea, California, United States. With a focus on providing top-notch financial services, the team at Carmel Capital Management LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or financial planning assistance, Carmel Capital Management LLC is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.
26350 Carmel Rancho Ln # 225, Carmel-By-The-Sea, CA 93923, United States -
Thomas Pelino, CFA, CRPS - UBS Financial Services Inc.
● OpenThomas Pelino, CFA, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in the charming town of Carmel-by-the-Sea, California, United States. Led by Thomas Pelino, a Certified Financial Analyst (CFA) and Chartered Retirement Plans Specialist (CRPS), the institution offers expert financial services to help clients achieve their investment goals. With a focus on wealth management, retirement planning, and investment strategies, Thomas Pelino and his team at UBS Financial Services Inc. provide personalized solutions tailored to each client's unique financial needs. Visit their office in Carmel-by-the-Sea to learn more about how they can help you secure a stable financial future.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
The Pacific Investment Group - UBS Financial Services Inc.
● OpenThe Pacific Investment Group - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in Carmel-by-the-Sea, California, United States. With a strong focus on investment management and financial services, they provide expert guidance and personalized solutions to help clients achieve their financial goals. Their team of experienced professionals offers a wide range of services, including wealth management, asset allocation, retirement planning, and more. Whether you are an individual investor or a business owner, The Pacific Investment Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world and secure a prosperous future.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Edward Jones - Financial Advisor: Linda C Myrick, AAMS™
● ClosedEdward Jones - Financial Advisor: Linda C Myrick, AAMS™ is a reputable finance institution located at 126 Clock Tower Place in the beautiful town of Carmel-by-the-Sea, California, United States. With a focus on providing personalized financial planning services, Linda C Myrick, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Linda C Myrick, AAMS™ and her team are committed to providing expert advice and guidance every step of the way. Trust Edward Jones - Financial Advisor: Linda C Myrick, AAMS™ to help you navigate the complex world of finance with confidence and peace of mind.
126 Clock Tower Pl # 101, Carmel-By-The-Sea, CA 93923, United States -
Leonard Anable, CFP - UBS Financial Services Inc.
● OpenLeonard Anable, CFP - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in the charming town of Carmel-by-the-Sea, California, United States. Led by certified financial planner Leonard Anable, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Leonard Anable, CFP - UBS Financial Services Inc. is committed to providing top-notch financial advice and guidance to individuals and businesses alike.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Damon A. Focaracci, CFP, CIMA,CPWA - UBS Financial Services Inc.
● OpenDamon A. Focaracci, CFP, CIMA, CPWA - UBS Financial Services Inc. is a premier financial institution located at 200 Clock Tower Place in Carmel-by-the-Sea, California, United States. Specializing in comprehensive financial planning, investment management, and wealth advisory services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and guidance in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking wealth management strategies, Damon A. Focaracci and his team at UBS Financial Services Inc. are here to help you every step of the way.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Kenneth Schley - UBS Financial Services Inc.
● OpenKenneth Schley - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in Carmel-by-the-Sea, California, United States. With a strong focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Led by experienced professionals, Kenneth Schley - UBS Financial Services Inc. offers a wide range of financial services, including investment management, wealth planning, retirement planning, and more. Whether you are looking to grow your investments or plan for your retirement, this institution is committed to providing personalized financial solutions tailored to meet your specific needs.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
David Rutberg - UBS Financial Services Inc.
● OpenDavid Rutberg - UBS Financial Services Inc. is a reputable finance institution located at 200 Clock Tower Place in the beautiful town of Carmel-by-the-Sea, California, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced team at David Rutberg - UBS Financial Services Inc. is ready to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
200 Clock Tower Pl Suite C-100, Carmel-By-The-Sea, CA 93923, United States -
Savage Accountancy, APC
● ClosedSavage Accountancy, APC is a premier accounting firm located in Carmel-by-the-Sea, California. Specializing in business tax accounting and personal tax preparation, our experienced team of accountants is dedicated to helping clients navigate the complex world of taxes and financial planning. From tax preparation to business valuation and litigation services, we offer a wide range of services to meet our clients' needs. Led by managing shareholder Clark Savage, a seasoned professional with over 30 years of experience, our firm provides high-quality accounting and advisory services that exceed client expectations. We prioritize integrity, excellent client service, and attention to detail in everything we do. Our goal is to provide accurate information and clear communication to ensure our clients receive the best service possible.
100 Clock Tower Pl #230, Carmel-By-The-Sea, CA 93923, United States -
Merrill Lynch Private Wealth Advisor Timothy R Cass
● OpenMerrill Lynch Private Wealth Advisor Timothy R Cass is a finance institution located at 3775 Vía Nona Marie, Carmel-by-the-Sea, California, United States. This institution offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the private wealth advisors at Merrill Private Wealth Management work with a limited number of clients to provide customized services for all aspects of their financial life, now and for future generations. Using a goals-based wealth management approach, they create strategies designed to help clients achieve their financial goals. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions, with a team of specialists working to create personalized strategies centered on the client's unique goals. The institution is committed to providing highly personalized one-on-one service, with a deep understanding of each client's priorities and aspirations. Merrill Private Wealth Management combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies.
3775 Vía Nona Marie Suite 101, Carmel-By-The-Sea, CA 93923, United States -
Welton Investment Partners
● OpenWelton Investment Partners is a renowned finance institution located in the picturesque town of Carmel-by-the-Sea, California, United States. With a focus on providing innovative investment solutions, Welton Investment Partners offers a range of financial services to help clients achieve their financial goals. Trusted by investors worldwide, this institution prides itself on its expertise, integrity, and commitment to delivering exceptional results. Whether you are looking to grow your wealth or secure your financial future, Welton Investment Partners is dedicated to helping you succeed in the ever-changing world of finance.
Eastwood Building, San Carlos Street between 5th & 6th, Carmel-By-The-Sea, CA 93921, United States -
Ramona Harms and Associates
● ClosedRamona Harms and Associates is a premier accounting and finance institution located at 1 3rd Avenue in Carmel-by-the-Sea, California, United States. We specialize in transforming tax challenges into triumphs, whether it's streamlining annual tax preparation or tackling complex IRS issues. Our expert team is dedicated to guiding you every step of the way. At Ramona Harms and Associates, we pride ourselves on providing high-quality services to our clients. Our passionate and detail-oriented team ensures that every aspect of our work is done correctly the first time around. We focus on building long-lasting relationships by offering personalized attention and customized solutions tailored to each individual's unique needs.
1 3rd Ave, Carmel-By-The-Sea, CA 93921, United States -
Monterey County Bank
● ClosedWelcome to Monterey County Bank, your trusted financial partner located in the heart of Carmel-by-the-Sea, California. Conveniently situated at 3785 Vía Nona Marie, our branch offers a comprehensive range of banking and financial services tailored to meet the needs of individuals and businesses alike. As a community-focused bank, we pride ourselves on delivering personalized service with a commitment to fostering long-lasting relationships with our clients. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our dedicated team is here to assist you every step of the way. Visit us today and experience the friendly, professional service that sets Monterey County Bank apart.
3785 Vía Nona Marie, Carmel-by-the-Sea, California 93923, United States -
Allaire Insurance
● ClosedWelcome to Allaire Insurance, your trusted insurance partner located in the heart of Carmel-by-the-Sea, California. Situated at 401 Mid Valley Center, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. With a commitment to excellence and a focus on customer satisfaction, Allaire Insurance offers a wide range of services including home, auto, life, and business insurance. Our experienced team of professionals is here to guide you through every step of the insurance process, ensuring that you have the coverage you need for peace of mind. At Allaire Insurance, we pride ourselves on building long-lasting relationships with our clients, offering expert advice and support whenever you need it. Visit us today and discover why we are the preferred choice for residents and businesses in Carmel-by-the-Sea and the surrounding areas. Your protection is our priority at Allaire Insurance.
401 Mid Valley Center, Carmel-by-the-Sea, California 93923, United States -
William A. Karges Fine Art
● ClosedWelcome to William A. Karges Fine Art, a distinguished art gallery nestled in the picturesque town of Carmel-by-the-Sea, California. Located on the charming Dolores Street, our gallery is a haven for art enthusiasts and collectors alike, offering a unique blend of fine art and financial expertise. At William A. Karges Fine Art, we specialize in showcasing an exquisite collection of artworks, ranging from classic to contemporary pieces, with a focus on California and American paintings. Our curated selection provides a diverse array of styles and periods, ensuring that every visitor discovers something captivating and inspiring.
Dolores Street, Carmel-by-the-Sea, California 93921, United States
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