Client focused financial services in Salinas, CA
30 results found
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Blackstone Tax & Financial
● ClosedBlackstone Tax & Financial is a reputable institution located at 25 San Juan Grade Road in Salinas, California. Specializing in accounting, finance, health, and insurance services, our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals. With a focus on providing personalized and comprehensive solutions, we strive to deliver top-notch services that meet the unique needs of our clients. Whether you need assistance with tax preparation, financial planning, health insurance, or any other financial matter, you can trust Blackstone Tax & Financial to provide expert guidance and support. Contact us today to learn more about how we can help you secure a stable financial future.
25 San Juan Grade Rd Ste 101, Salinas, CA 93906, United States -
Prudential Financial: Rowe Gary
● OpenPrudential Financial: Rowe Gary is an insurance agency located at 1418 South Main Street in Salinas, California, United States. With a focus on providing top-notch insurance services, the institution offers a wide range of coverage options to meet the individual needs of their clients. The experienced team at Prudential Financial: Rowe Gary is dedicated to helping customers protect what matters most to them, whether it be their home, car, or business. With a reputation for excellent customer service and a commitment to integrity, clients can trust that they are in good hands when working with Prudential Financial: Rowe Gary.
1418 S Main St UNIT 101, Salinas, CA 93908, United States -
John Salinas: Primerica - Financial Services
● ClosedJohn Salinas: Primerica - Financial Services is an insurance agency located at 3401W West 5th Street in Oxnard, California. As a part of the Primerica network, this institution offers a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for insurance products, investment opportunities, or retirement planning, John Salinas and his team are dedicated to providing personalized solutions to meet your needs. With a focus on financial education and empowerment, Primerica helps clients make informed decisions to achieve their financial goals. Visit John Salinas: Primerica - Financial Services today to start planning for a more secure tomorrow.
3401W W 5th St #220, Oxnard, CA 93030, United States -
OneMain Financial
● ClosedOneMain Financial is a trusted financial institution located at 961 North Main Street in Salinas, California. As a leading provider of personal loans and financial services, OneMain Financial is committed to helping individuals achieve their financial goals. With a focus on customer service and personalized solutions, OneMain Financial offers a range of loan options to meet the unique needs of each client. Whether you are looking to consolidate debt, cover unexpected expenses, or make a major purchase, OneMain Financial is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
961 N Main St, Salinas, CA 93906, United States -
Doug Gutshall: Primerica - Financial Services
● OpenDoug Gutshall: Primerica - Financial Services is a reputable finance and insurance agency located at 1582 Moffett Street in Salinas, California, United States. With a focus on providing clients with comprehensive financial solutions, Doug Gutshall and his team at Primerica strive to help individuals and families achieve their financial goals and secure their future. By offering a wide range of financial products and services, including insurance, investments, and retirement planning, they are dedicated to helping clients make informed decisions and build a strong financial foundation. Trusted by the community for their expertise and commitment to excellence, Doug Gutshall: Primerica - Financial Services is the go-to institution for all your financial needs.
1582 Moffett St A, Salinas, CA 93905, United States -
Frank Emerson - Prudential Financial
● OpenFrank Emerson - Prudential Financial is a reputable finance and insurance agency located at 950 East Blanco Road in Salinas, California, United States. With a strong focus on providing personalized financial solutions and insurance products, the institution is committed to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Frank Emerson - Prudential Financial is dedicated to providing top-notch customer service and expert advice to ensure clients receive the best possible financial and insurance solutions. Whether you are looking for retirement planning, investment advice, or insurance coverage, Frank Emerson - Prudential Financial is the go-to institution for all your financial needs.
950 E Blanco Rd #103, Salinas, CA 93901, United States -
Joann Salinas: Allstate Insurance
● ClosedJoann Salinas: Allstate Insurance is a reputable insurance agency located at 3211 Broad Street in San Luis Obispo, California. With a focus on providing personalized insurance solutions to meet the needs of individuals and families, Joann Salinas and her team offer a wide range of insurance products, including auto, home, life, and business insurance. Their dedicated agents are committed to helping clients find the right coverage at the right price, ensuring peace of mind and financial security. Visit Joann Salinas: Allstate Insurance today for expert advice and exceptional customer service.
3211 Broad St Ste 117, San Luis Obispo, CA 93401, United States -
Merrill Lynch Financial Advisor Craig Brinton
● ClosedMerrill Lynch Financial Advisor Craig Brinton, located at 200 East Franklin Street, Monterey, California, United States, is a finance institution that is part of The SBR Group. Unlike other advisory groups, The SBR Group focuses on providing personalized financial guidance to self-made individuals, families, and non-profit organizations in Salinas, Carmel, Gilroy, and across Central California. With a loyal clientele of accomplished business owners, agricultural executives, farmers, physicians, and attorneys, the team at The SBR Group specializes in retirement planning, investment management, and 401(k) and defined benefit plans. With over 70 years of collective experience and industry credentials including CPFA, C(k)P®, and CFP® certifications, the team at The SBR Group offers tailored strategies to help clients preserve and grow their wealth. By asking thought-provoking questions and taking a planning-based approach, the team helps clients navigate their financial futures with confidence. Additionally, The SBR Group offers banking and lending services through Bank of America, N.A., and works closely with clients on wealth transfer and estate planning strategies. With a focus on creating value for clients and their families, The SBR Group aims to leave a lasting impact on the lives they touch.
200 E Franklin St, Monterey, CA 93940, United States -
Edward Jones - Financial Advisor: Liz Murillo
● OpenEdward Jones - Financial Advisor: Liz Murillo is a reputable financial institution located at 201 Monterey Salinas Highway in Salinas, California. Liz Murillo, as a dedicated financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Liz Murillo provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Liz Murillo is committed to helping you secure a stable financial future.
201 Monterey Salinas Hwy suite a, Salinas, CA 93908, United States -
David Nelson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Nelson - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 307 Main Street in Salinas, California, United States. As a finance institution, David Nelson offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning, investment management, and retirement planning, David Nelson is dedicated to providing top-tier financial solutions tailored to each client's unique needs. Trust David Nelson - Financial Advisor, Ameriprise Financial Services, LLC to guide you towards a secure and prosperous financial future.
307 Main St Ste 110, Salinas, CA 93901, United States -
Edward Jones - Financial Advisor: Karen Hagman, AAMS™
● ClosedEdward Jones - Financial Advisor: Karen Hagman, AAMS™ is a reputable financial institution located at 201 Monterey Salinas Highway in Salinas, California. As a dedicated financial advisor, Karen Hagman, AAMS™ offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Karen provides expert guidance on retirement planning, wealth management, and more. Whether you are looking to grow your investments or plan for the future, Edward Jones - Financial Advisor: Karen Hagman, AAMS™ is committed to helping you secure a stable financial future.
201 Monterey Salinas Hwy suite a, Salinas, CA 93908, United States -
Edward Jones - Financial Advisor: John G Musni, AAMS™
● ClosedEdward Jones - Financial Advisor: John G Musni, AAMS™ is a reputable financial institution located at 201 Monterey Salinas Highway in Salinas, California, United States. Specializing in finance, John G Musni, AAMS™ offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: John G Musni, AAMS™ is committed to providing top-notch financial advice and services.
201 Monterey Salinas Hwy suite a, Salinas, CA 93908, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a finance institution located at 1188 Padre Drive, Salinas, California, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, delivering expert financial advice tailored to their unique needs and goals. We offer a range of services and resources to help clients stay ahead of the curve, including our ElectionWatch 2024 report and weekly video series on the direction of US taxes. Our goal is to help clients create a comprehensive wealth strategy that supports them throughout every stage of their life. Whether you are an individual, family, or business, we provide focused advice and solutions to help you achieve your financial objectives. At UBS, we connect clients to experts, insights, and thought leaders to help them succeed in their financial goals. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. We offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Our wealth management services are provided by a team of experienced professionals who are dedicated to helping clients pursue what's important to them.
1188 Padre Dr #118, Salinas, CA 93901, United States -
David Jenkins - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Jenkins, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping individuals and families in Salinas, California achieve their financial goals. Located at 1611 Bunker Hill Way, David provides personalized financial planning and investment advice to his clients. With a focus on building long-term relationships based on trust and integrity, David Jenkins is committed to helping his clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, David Jenkins and Ameriprise Financial Services, LLC are here to help you every step of the way. Contact David Jenkins today to schedule a consultation and start planning for a more secure financial future.
1611 Bunker Hill Way #140, Salinas, CA 93906, United States -
Matthew Salyer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Salyer - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 1611 Bunker Hill Way in Salinas, California, United States. With a focus on providing personalized financial planning and investment management services, Matthew Salyer and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Matthew Salyer - Financial Advisor can provide expert guidance and support every step of the way. Trust Ameriprise Financial Services, LLC for all your financial needs.
1611 Bunker Hill Way #140, Salinas, CA 93906, United States -
Virtuous Tax and Financial
● ClosedVirtuous Tax and Financial is a reputable finance institution located in Salinas, California, United States. Our dedicated team of experts provides a wide range of financial services including tax preparation, financial planning, and investment management. With a focus on integrity and excellence, we strive to help our clients achieve their financial goals and secure their financial future. Visit us at 21 West Laurel Drive to experience our personalized and professional approach to financial management.
21 W Laurel Dr #65, Salinas, CA 93906, United States -
Chris Buich - State Farm Insurance Agent
● ClosedChris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.
559 E Alisal St Ste 102, Salinas, CA 93905, United States -
Family First Life
● ClosedFamily First Life is a leading insurance agency located at 369 Main Street in Salinas, California. Our dedicated team is committed to putting families first by providing top-notch insurance products and services to ensure their peace of mind and financial security. With a focus on personalized attention and exceptional customer care, we strive to help our clients find the best insurance solutions that meet their individual needs. Trust Family First Life to protect what matters most to you and your loved ones.
369 Main St Suite 210, Salinas, CA 93901, United States -
The Fuller Law Firm, PC
● ClosedThe Fuller Law Firm, PC is a finance and lawyer institution located at 60 North Keeble Avenue, San Jose, California, United States. Specializing in bankruptcy cases, the firm is dedicated to helping individuals find a brighter financial future. With a focus on providing exceptional service to clients throughout the Bay Area, including Oakland and Salinas, their team of California bankruptcy attorneys are committed to guiding you through the process with care and expertise. With over 90% of their practice dedicated to bankruptcy, The Fuller Law Firm, PC has extensive experience in Chapter 7, Chapter 11, and Chapter 13 cases. Unlike other firms that may dabble in various areas of law, their specialized focus ensures that you receive the best possible advice tailored to your specific situation.
60 N Keeble Ave, San Jose, CA 95126, 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 -
Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy
● ClosedThe Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy, located at 220 Capitol Street in Salinas, California, offers expert legal and financial services to individuals and small businesses in the Central Coast and greater Bay Area. Specializing in Chapter 7 and Chapter 13 bankruptcies, they provide personalized representation to help clients eliminate unsecured debt and reorganize their financial obligations. Attorney Jeremy F. Peck has been serving clients in various counties since 2009, with a focus on quality and individualized legal assistance. Clients have expressed gratitude for the compassionate and attentive support they received throughout the bankruptcy process, with many experiencing relief and a fresh start after working with the firm. For a free consultation, call (831) 224-3199 today.
220 Capitol St, Salinas, CA 93901, United States -
Joe Stretch - State Farm Insurance Agent
● ClosedJoe Stretch - State Farm Insurance Agent is a reputable insurance agency located at 1165 South Main Street in Salinas, California. As we enter the month of March, the agency is celebrating creative holidays such as Employee Appreciation Day, Daylight Savings, and St. Patrick's Day. Customers can stop by the office for a FREE gift and choose from a variety of items. The team at Joe Stretch State Farm values and appreciates their customers, serving the Salinas, Santa Cruz, Monterey Bay, Carmel, and San Lorenzo Valley areas. They are dedicated to getting to know what is most important to each individual and crafting personalized insurance and financial service packages. Specializing in Life and Paycheck Insurance, the team also helps families bundle their Home, Auto, and Liability Insurance for maximum value.
1165 S Main St, Salinas, CA 93901, United States -
Willette Jones - State Farm Insurance Agent
● ClosedWillette Jones - State Farm Insurance Agent is a trusted insurance agency located at 341 Main Street in Salinas, California. Conveniently situated across from the Cherry Bean Coffee shop and next to All Care Pharmacy, our office is easily accessible in vibrant downtown Salinas. With over 25 years of experience in providing insurance and financial services, our team is dedicated to protecting you and your family from unforeseen events so you can focus on achieving your goals. As a long-time resident of the Corral De Tierra area, Willette Jones brings a wealth of insurance knowledge to the community. With prior State Farm Claims experience, she is skilled at simplifying complex insurance language for her clients. Actively involved in the local community, Willette and her team are committed to serving the residents of Salinas and the Monterey Peninsula.
341 Main St, Salinas, CA 93901, United States -
Spectrum Small Business Advisors LLC
● OpenSpectrum Small Business Advisors LLC, located at 8339 Church Street in Gilroy, California, offers a range of services including management consulting, CFO consulting, payroll, and bookkeeping. With a focus on providing value to clients, Spectrum Small Business Advisors LLC is dedicated to helping businesses make informed decisions. James, the founder of Spectrum Small Business Advisors LLC, has over 25 years of experience in financial management. With a background in military payroll and experience working with Fortune 500 companies, James brings a wealth of knowledge to his clients. He is known for his ability to develop efficient processes and procedures that result in cost savings for businesses.
8339 Church St, Gilroy, CA 95020, United States -
Brandon & Tibbs Accountants: Madison Kelly A CPA
● OpenBrandon & Tibbs Accountants: Madison Kelly A CPA is a reputable accounting and finance institution located at 3 Quail Run Circle in Salinas, California, United States. Led by the experienced and knowledgeable CPA, Madison Kelly, this institution provides top-notch financial services to individuals and businesses alike. With a focus on accuracy, integrity, and personalized attention, Brandon & Tibbs Accountants is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Madison Kelly and her team are here to provide expert guidance and support. Trust Brandon & Tibbs Accountants: Madison Kelly A CPA for all your accounting and finance needs.
3 Quail Run Cir #200, Salinas, CA 93907, United States -
Liberty Tax
● ClosedLiberty Tax is a trusted financial institution located at 446 South Main Street in Salinas, California. Our team of professionals is dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients maximize their refunds and minimize their tax liabilities. Trust Liberty Tax for all your financial needs and experience the peace of mind that comes with working with a reputable institution.
446 S Main St, Salinas, CA 93901, United States -
Andresen & Associates
● OpenAndresen & Associates is a reputable finance institution located at 158 West Gabilan Street in Salinas, California, United States. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Andresen & Associates is committed to delivering top-notch financial guidance tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.
158 W Gabilan St, Salinas, CA 93901, United States -
Francis B. Ingraham, CPA
● ClosedFrancis B. Ingraham, CPA is a reputable accounting and finance institution located at 412 Main Street, Salinas, California. With over 40 years of professional accounting experience, founder Francis B. Ingraham is an expert in providing tax services for businesses of all sizes. His team includes Arturo Contreras, who specializes in tax preparations, bookkeeping services, and business consulting, and Horace Ingraham, who focuses on income tax preparation and financial statements. The institution offers a wide range of services for individual, partnership, non-profit, corporate, and fiduciary clients. With a wealth of knowledge and expertise, the team at Francis B. Ingraham, CPA is dedicated to providing a positive and valuable experience for all clients.
412 Main St, Salinas, CA 93901, United States -
Rucka O'Boyle Lombardo Mckenna: Stein Gilbert
● OpenWelcome to Rucka, O'Boyle, Lombardo & McKenna: Stein Gilbert Located at 1035 Fifth Street, Monterey, California, Rucka, O’Boyle, Lombardo & McKenna is your trusted partner in personal injury and workers’ compensation law. Since our founding in 1980, we have been dedicated to helping injured clients recover the benefits and compensation they deserve along the Central Coast. With additional offices in Salinas, Watsonville, and Santa Cruz, we are one of the largest and most respected law firms in California specializing in personal injury, workers’ compensation, and Social Security disability claims.
1035 Fifth Street, Monterey, California 93940, United States -
Rucka O'Boyle Lombardo Mckenna: Weiner Cheryl P
● OpenRucka O'Boyle Lombardo McKenna: Weiner Cheryl P Location: 1035 Fifth Street, Monterey, California 93940, United States Business Type: Lawyer
1035 Fifth Street, Monterey, California 93940, United States
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